Nerd's Eye View

JANUARY 12, 2024

Also in industry news this week: The Department of Labor (DoL) this week published a final rule delineating what makes an individual an independent contractor versus a company employee, though it did not provide specific guidance for registered representatives of broker-dealers and other financial professionals who have expressed concern that their (..)

Financial Planner 246

Financial Planner Financial Advisor Commission Budgeting 246

Clever Girl Finance

JANUARY 10, 2025

Your money values influence the decisions you make about budgeting, saving, investing, and even giving. That realization encouraged me to create a fun fund in my budget , so I could treat myself to experiences without guilt. If you value integrity, shift your portfolio toward ethical investments.

Ethics 98

Ethics Budgeting Retirement Accounting 98

Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

Financial Planner 246

Financial Planner Certification CFP Financial Advice 246

Trade Brains

SEPTEMBER 28, 2023

Operating Profit Margin 11.872% Net Profit Margin 6.95% PLI scheme and government budget allocation heavily leaning towards infra development and real estate will be a key factor in the company’s future growth prospects. The post Top Indian Stocks Held By Societe Generale – Portfolio Analysis appeared first on Trade Brains.

Portfolio Analysis 115

Portfolio Analysis Portfolio Banking Government 115

Truemind Capital

JULY 26, 2024

In 2018, we decided to have a Gold allocation of ~15% to all our client’s portfolios owing to macroeconomic developments. Gold should continue to be part of your portfolio with at least 10-15% allocation as portfolio insurance and not necessarily to generate higher returns. appeared first on Investment Blog.

Budgeting 65

Budgeting Investing Investments Portfolio 65

Alpha Architect

JULY 19, 2024

In order to properly budget for beta risks, it is critical that investors in private assets understand the amount of systemic (beta) risk that will “wash” into their private portfolios. The amortization of volatility should be of concern for private capital asset classes.

Investing 116

Investing Investments Budgeting Assets 116

Random Roger's Retirement Planning

JANUARY 14, 2024

Long time readers might know my fascination with Nassim Taleb's idea about barbelling portfolios to concentrate risk into a small slice while having the vast majority in safe assets. What I am curious to see is if we can combine this barbell idea with the 75/50 portfolio to get a market equaling (or beating) returns over longer periods.

Portfolio 72

Portfolio Budgeting Assets Investing 72

The Big Picture

MARCH 10, 2025

The GFC I had a more money at risk; Covid was fully invested, with a 401k, portfolio and of course, the firm. In my own family, myself and my two siblings each had a very different relationship with money. I grew up lower income. The ones that should have mattered the most I was blas about.

Investing 195

Investing Investments Food Ethics 195

Clever Girl Finance

OCTOBER 7, 2022

When it comes to the subject of budgeting for kids, it’s an important lesson to learn young. With a solid foundation of budgeting basics , your kids will be set up for the real world better than most. You can also incorporate budgeting lessons into their lives at a young age. Think back to when you first learned about budgeting.

Budgeting 59

Budgeting Finance Knowledge Food Investing 59

Nerd's Eye View

OCTOBER 4, 2023

And even though U.S. There's also the question of whether long-term equity returns could be significantly lower than we've experienced during the post-WWII era without the boost of lower interest and tax rates.

Valuation 246

Valuation Economics Economy Marketing 246

Validea

APRIL 4, 2025

Tune in as we hash out the facts, explore the implications, and share strategies to keep your portfolio steady amid the storm. DOGE Initiative: Examination of the Department of Government Efficiency (DOGE) as a propaganda tool and realistic estimates of potential budget savings.

Marketing 52

Marketing Marketing Budgeting Manufacturing 52

Trade Brains

JUNE 9, 2025

Backed by the government’s hefty 13% budget increase and an unwavering commitment to “Make in India” initiatives, defence manufacturing has captured serious investor attention. Check Your Portfolio Now! The defence sector in India has transformed into a hotbed of investment activity throughout 2025. appeared first on Trade Brains.

Portfolio 59

Portfolio Manufacturing Budgeting Assets 59

The Big Picture

SEPTEMBER 7, 2023

One former Tiger employee recalls a partner taking a 10-hour red-eye to visit the offices of a prospective portfolio startup, crunching numbers, then meeting with the founders in the morning. Budget Has Receded. They’re doing it again after a two-decade break. Within 24 hours, that partner was already on a flight back home.

Budgeting 147

Budgeting Startup Banking Food 147

Carson Wealth

MAY 29, 2025

As part of your plan, you should create a budget. The budget will help you understand how much income you need in retirement. For instance, if youre planning to live on $40,000 a year after you retire, see what its like to live on that budget for six months. Youll get a pretty good idea of what challenges could lie ahead.

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52

Carson Wealth

JULY 3, 2024

Have a Comprehensive Budget (and Stick to It) A well-structured budget is a roadmap for your business’s financial health. Regularly review your budget to ensure adherence and adjust as necessary. There are investment solutions that help minimize the tax implication while aligning with portfolio goals.

Financial Planning 142

Financial Planning Planning Retirement Planning Tax Planning 142

Trade Brains

FEBRUARY 7, 2024

HUDCO With the launch of the interim budget for 2024, the Indian government declared a visionary plan to construct 2 crore houses over the next five years. Today we will understand what the company does, its industry, its loan portfolio, and future prospects. Out of the total loan portfolio, this segment accounts for 0.30% or Rs 239.7

Budgeting 64

Budgeting Planning Government Portfolio 64

WiserAdvisor

JUNE 13, 2025

When your portfolio leans too heavily in one direction, even a small downturn can lead to large losses. Investors who concentrated their portfolios in tech saw their savings take a painful hit. Also, rebalance your portfolio regularly. However, financial planning isn’t as simple as managing a budget or picking a few investments.

Estate Planning 59

Estate Planning Taxes Retirement Healthcare 59

MainStreet Financial Planning

DECEMBER 20, 2023

Review your budget – Are there any new expenses that you need to add or anything that can be taken out such as any unused subscriptions? If you are unsure if your portfolio aligns with your risk tolerance, time horizon and goals, reach out to us at Mainstreet and we would be happy to help!

Budgeting 98

Budgeting Risk Tolerance Asset Allocation Portfolio 98

Zoe Financial

JUNE 6, 2025

Review Your Budget — And Your Spending Leaks Even high earners lose track of money. Audit Equity and Investment Accounts Mid-year is a natural moment to check your portfolio. Then ask: Is my current plan aligned? A subscription here, an unused app there — it adds up. Are you holding onto too much company stock?

Budgeting 40

Budgeting Accounting Financial Advisor Taxes 40

Fortune Financial

OCTOBER 14, 2024

It has been my experience when reviewing portfolios that diversification is typically expressed simply as a number of various stocks owned, or owning a handful of asset classes, usually stocks of various sizes and geographies, and bonds of varying maturities.

Asset Allocation 131

Asset Allocation Government Portfolio Financial Advisor 131

Your Richest Life

MAY 20, 2025

Schedule monthly check-ins for your portfolio and more frequent check-ins for your bills and accounts to make sure youre not caught off guard by any shifts. You Need a Budget and Monarch Money are a couple that I recommend. There are plenty of apps that can help you track your accounts and spending, too.

Management 52

Management Certified Financial Planner Financial Planning Planning 52

MainStreet Financial Planning

MARCH 7, 2025

Fee-Only, Flat-Fee Financial Planners: Transparent, Unbiased, and Cost-Effective A fee-only financial planner charges a fixed fee for financial planning services, regardless of the size of your portfolio. Unlike AUM-based advisors, they do not earn commissions or take a percentage of your investments.

Fee Only 52

Fee Only Financial Planner Financial Planning Estate Planning 52

The Big Picture

MAY 20, 2025

How did that background help when it comes to modeling portfolios or applying those methods of statistical analysis to investing? That was like, I should have paid more attention to that question because my budget, my business plan was 50% of our net worth before it was all said and done. So she was all in, she had two questions.

Management 130

Management Numbers Transportation Accounting 130

WiserAdvisor

JUNE 4, 2025

Comprehensive financial planning involves budgeting, investment planning, tax optimization, debt management , insurance coverage, retirement strategy, and even estate planning. These new and emerging assets are now becoming part of how people transact, store value, and diversify their portfolios.

Financial Planning 59

Financial Planning Planning Financial Advisor Ethics 59

WiserAdvisor

JULY 22, 2022

Some investors may require the services of multiple advisors as they have extensive investment portfolios comprising real estate, art, collectibles, global businesses, etc. How big your investment budget is also has a say in this decision. This decision depends on whether you would benefit from hiring a single advisor or more.

Financial Advisor 105

Financial Advisor Portfolio Budgeting Commission 105

Carson Wealth

DECEMBER 8, 2022

Create a Budget. A budget is an excellent way to help you stay on track in real time with your expenses. Two budgeting apps I like: Mint , which is free and great for tracking and categorizing expenses; and YNAB (You Need a Budget), which costs $100 a year but is ad-free. Review Your Portfolio. Pay Down Debt.

Estate Planning 98

Estate Planning Budgeting Financial Advisor Risk Tolerance 98

Clever Girl Finance

JANUARY 29, 2023

Your assets include everything from the cash in your bank accounts to the value of your stock portfolios and the market value of anything tangible that you own such as a house or a car. Your retirement savings and investment portfolio should be well established by now. Then set up a budget and stick to it. Rowe Price.

Budgeting 119

Budgeting Retirement Assets Education 119

Clever Girl Finance

APRIL 22, 2025

These are businesses that meet everyday needs, provide essential services, or deliver comfort and value when people are tightening their budgets. While it can be difficult for parents to pay for things like daycare costs when budgets get tight , it’s still a necessity for many families, especially when both parents work.

Economy 69

Economy Food Healthcare Economics 69

Getting Your Financial Ducks In A Row

JUNE 12, 2023

If you’re having trouble balancing your budget (your income is less than your expenses) you’ll need to look at the “nice” expenses and determine what you can do without. Discipline also extends to creating your budget and sticking to it as well. But this only works if you really stick to the budget.

Budgeting 121

Budgeting Taxes Accounting Retirement 121

Clever Girl Finance

APRIL 29, 2024

What to do if you have not been saving: One way to easily save is to establish the habit of trying out different budgeting methods and working with a monthly budget. However, nothing can replace lost time, and the power of compounding , so learn how to budget and prioritize your future financial well-being over your wants.

Budgeting 105

Budgeting Planning Accounting Investing 105

Trade Brains

SEPTEMBER 21, 2023

Best Blue Chip Stocks under Rs 500 : Investing in the stock market can be risky, and requires a careful selection of stocks to build a diversified and stable portfolio. It is also a leading FMCG Marketer with a vibrant portfolio of 25+ Indian brands. Blue-chip stocks shave off some of that risk by giving consistent and stable returns.

Budgeting 59

Budgeting Electronics Healthcare Consulting 59

Clever Girl Finance

MARCH 19, 2024

Is a financial plan the same as a budget? Make a budget Budgeting is a key part of how to create a financial plan that works. A budget must work for you, which means finding a method that suits your circumstances. A budget must work for you, which means finding a method that suits your circumstances.

Financial Planning 99

Financial Planning Planning Budgeting Insurance 99

Clever Girl Finance

DECEMBER 7, 2022

You can even save money on a tight budget. Get on a budget. Getting on a budget is essential when it comes to building wealth. Getting on a budget is essential when it comes to building wealth. Budgeting holds you accountable for all of the money you spend. Get on a budget. Live below your means. Businesses.

Budgeting 105

Budgeting Financial Planning Accounting Investing 105

Your Richest Life

FEBRUARY 24, 2025

2025 may prove to be a bumpy ride, but a strong, well-balanced portfolio is designed to weather storms. The best way forward is to keep an eye on your long-term plans, and try not to get derailed by uncertainty.

Financial Market 52

Financial Market Marketing Marketing Medicine 52

Nationwide Financial

APRIL 7, 2023

Key Takeaways: Before diving into investing, it can be helpful to make sure children understand the basics of money management, including budgeting, saving, and spending. They are a great way to get kids started with investing and can help them build a diversified portfolio over time that they can take over once they’re older.

Retirement 103

Retirement Clients Education Accounting 103

Good Financial Cents

SEPTEMBER 9, 2022

The combination of rising inflation and interest rates is putting a serious squeeze on investment portfolios and household budgets across the nation. Dealing with rising prices at the budget level is an individual decision. Ad Invest as little or as much as you want with a Robinhood portfolio. Ads by Money.

Investing 90

Investing Investments Portfolio Food 90

Clever Girl Finance

OCTOBER 1, 2022

It's important to have a well-diversified investment portfolio. You want to make sure your investments are spread across multiple industries and areas, so if one industry or area experiences a decline, one investment decision doesn't sink your entire portfolio. Learn how to budget and live within your means.

Budgeting 105

Budgeting Economy Investing Investments 105