Wealth Management

MARCH 25, 2024

Wilmington Trust's Alvina Lo delves into the complexities of NFL team ownership.

Government 100

Government 100

Wealth Management

DECEMBER 18, 2023

In this replay of an earlier episode, David Lenok and Kelley Wolfington discuss the values-driven spending habits of younger generations.

105

105

Wealth Management

FEBRUARY 13, 2023

With the recent passing of Queen Elizabeth II, it’s an opportune time to ask: What can planners learn from such an impossibly rigid, yet simultaneously extremely transparent ‘plan’?

Planning 97

Planning 97

Wealth Management

JANUARY 17, 2023

After Anne Heche's death, her son, Homer, and former partner, James Tupper, fought in court over who would be her estate administrator and guardian of her youngest son, Atlas.

102

102

Abnormal Returns

MARCH 22, 2024

The biz Why every celebrity seemingly now has their own interview podcast. youtube.com) Barry Ritholtz talks all things real estate with Sean Dobson, chairman, CEO and CIO of Amherst Holdings LLC (ritholtz.com) Ted Seides talks with Jonathan Tepper is the CIO of Prevatt Capital, a $450 million long only firm.

Economy 227

Economy Economics 227

Wealth Management

MAY 15, 2023

The majority of Kylie Jenner's wealth comes from the sale of 51% of her cosmetics company for $600 million.

Planning 101

Planning Sales 101

Wealth Management

JUNE 26, 2023

Prince Harry's decision to live in the United States sheds light on some of the pain points of creating an estate plan with international heirs.

Tax Planning 97

Tax Planning Planning Estate Planning Taxes 97

Wealth Management

DECEMBER 19, 2022

His unique estate plan tasked a group of trustees with finding a new owner. Denver Broncos owner Pat Bowlen resigned as CEO of the team in 2014 and died in 2019.

Estate Planning 91

Estate Planning Planning 91

Wealth Management

SEPTEMBER 19, 2022

Whitney Houston's estate plans got complicated when her daughter, Bobby Christina Brown, died at 22 before fully inheriting her mother's estate.

Estate Planning 93

Estate Planning Planning 93

Wealth Management

AUGUST 22, 2022

A conversation on LGBTQ+ financial planning and creating a healthy environment for clients as a trusted advisor.

Financial Planning 98

Financial Planning Planning Clients 98

Wealth Management

MARCH 13, 2023

The younger generation's spending is increasingly defined by values, rather than conspicuous consumption.

94

94

Abnormal Returns

OCTOBER 20, 2022

oversharing.substack.com) Newly public real estate startups have been a disaster as well. abnormalreturns.com) Celebrating our 17th blogiversary and a book giveaway. (ft.com) Crypto The vast majority of El Salvador thinks its Bitcoin experiment was a mistake. wired.com) Don't underestimate the transition going on at Netflix ($NFLX).

Financial Advising 203

Financial Advising Startup Economy Media 203

Wealth Management

NOVEMBER 30, 2022

A music catalog is a complex asset for both the buyer and the seller.

Assets 106

Assets 106

Abnormal Returns

MAY 24, 2023

ofdollarsanddata.com) 14 financial milestones worth celebrating including 'Paying off your mortgage.' monevator.com) More real estate syndications are likely to go belly up. (theretirementmanifesto.com) 'The Gentle Art of Swedish Death Cleaning' is having its moment in the sun. It’s your life.

Distribution 199

Distribution Education Financial Planning Retirement 199

Tobias Financial

JANUARY 7, 2024

We are thrilled to announce and celebrate our CEO, Marianela Collado, CPA/PFS, CFP®, CDS® for her recent appointment as the Vice Chair of the Professional Advisors Council (PAC) at the Community Foundation of Broward. This appointment is a testament to her dedication, expertise, and commitment to philanthropy in our community.

Estate Planning 52

Estate Planning CFP Financial Advisor Taxes 52

Wealth Management

OCTOBER 26, 2022

Many children born into prominent families struggle with the expectations.

96

96

The Big Picture

DECEMBER 13, 2023

The good news is we’ve been hearing this from the same crowd for well over a year now and things continue to chug right along. ( Carson ) • Macy’s Billion-Dollar Question: What’s More Valuable, Real Estate or the Business? Some analysts say retailer’s ownership of hundreds of stores is key to investors’ buyout bid.

Advertising 130

Advertising Government Economy Management 130

The Big Picture

DECEMBER 31, 2022

Vast amounts of empty real estate are a crisis for building owners. Celebrating Pele, the greatest player in World Cup history : It is a matter of opinion whether Edson Arantes do Nascimento was the greatest footballer in the history of the world, but there’s little doubt he was the greatest footballer in the history of the World Cup.

Media 269

Media 269

Your Richest Life

NOVEMBER 11, 2022

Don’t Forget to Celebrate. It’s good to look honestly at your spending, but it’s just as important to celebrate any wins you had. Update Your Estate Plan. If this year brought major changes to your family, like births, deaths or marriages, you might need to update the information on your estate plan.

Certified Financial Planner 110

Certified Financial Planner Estate Planning Financial Planning Financial Planner 110

eMoney Advisor

NOVEMBER 17, 2022

You never know when you’ll encounter that portion of the population that would rather get a root canal than make an estate plan. The good news is that there are many helpful resources for anyone who needs to assist in estate planning discussions. At the foundation of these resources is a story of successful estate planning.

Estate Planning 92

Estate Planning Financial Planner Planning CFP 92

Clever Girl Finance

APRIL 29, 2024

How to start investing: You can invest in the stock market, try real estate investing , or invest in a business. Forgetting to celebrate It’s easy to think that you should only celebrate the big things or forget to reward yourself for your progress. Celebrate all victories, no matter how big or small.

Budgeting 64

Budgeting Planning Accounting Investing 64

The Big Picture

MARCH 13, 2024

And, and because it is projecting a recession, which means less economic activity, lower earnings, it’s usually a difficult period for risk markets like the stock market or real estate prices and the like. If the Fed is cutting rates. Like they did in 1995 or like they did in 2019, it’s kind of a victory lap. “

Numbers 277

Numbers Insurance Economy Marketing 277

Your Richest Life

DECEMBER 1, 2022

Acknowledge your backup plans and celebrate your wins. For example, just because everyone in your circle is buying real estate or investing in cryptocurrency, doesn’t mean you should, too. The good news is that there are ways to combat that stress, regardless of what your current situation might be. .

Certified Financial Planner 95

Certified Financial Planner CFP Financial Planning Financial Planner 95

Clever Girl Finance

FEBRUARY 2, 2023

As a matter of fact, plenty of celebrities have gone broke, some because of their rich lifestyles. What they do have, is a lot of assets , such as real estate, investments, cash, and financial stability. That might mean buying real estate or investing in the stock market. What does it mean to be wealthy?

Assets 124

Assets Investing Investments Accounting 124

Clever Girl Finance

JUNE 21, 2023

As a matter of fact, plenty of celebrities have gone broke , some because of their rich lifestyles which lacked sustainability. What they do have, is a lot of assets , such as real estate, investments, cash, and financial stability. That might mean buying real estate or investing in the stock market.

Assets 89

Assets Investing Investments Accounting 89

Gen Y Planning

NOVEMBER 2, 2023

As the holiday season approaches, many of us are not only gearing up for festive celebrations but also considering ways to give back to our communities. Alternatively, you might look at donating real estate or valuables if that’s relevant to your unique situation.

Taxes 59

Taxes Financial Planning Distribution Budgeting 59

Yardley Wealth Management

OCTOBER 6, 2021

When it does, uncertainty has spiked as well, wreaking havoc on commerce, the economy, job markets, real estate, and financial markets. It was hard to know whether a 5 percent pay raise was cause for celebration or despair.” And yet, while inflation has its purposes, it’s concerning if it goes on a rampage.

Wealth Management 52

Wealth Management Certification Economy CFP 52

FMG

OCTOBER 5, 2023

Spice Packages From Spiceology When it comes to gifting, we are all about thinking outside the box, so this client gift idea from Amanda Singletary, MBA , Marketing Manager at Cary Estate Planning , is excellent. Spiceology is a spice company based out of Spokane, Washington. Want to know about personalization at Things Remembered?

Clients 52

Clients CFP Financial Advisor Wealth Advisor 52

Trade Brains

JULY 28, 2023

Further, in the construction field, it serves as Builders, Developers, and Contractors for all types of Construction work, including land and property development and Real estate dealers. Celebrity Fashions 13 11.4 Looking at the financials of the company, it is evident that the company is performing well consistently. Scan Steels 39.15

Manufacturing 97

Manufacturing Sales Financial Services Investing 97

Clever Girl Finance

DECEMBER 7, 2022

However, you don’t have to be a celebrity or trust fund baby to get rich. Real Estate. ot all of us are fortunate enough to come from wealthy families. In fact, we'll discuss how to get rich from nothing. Opinions vary when it comes down to what it really means to be considered rich. IRAs (Roth IRAs or Traditional). Businesses.

Budgeting 103

Budgeting Financial Planning Accounting Investing 103

AdvisorPR

OCTOBER 28, 2020

Estate Planning Attorneys. Local celebrities – athletes, entertainers, notable retired professionals in the community. Retirees have different relationships than Gen X or Millennials, for example, so go where your ideal clients are likely to be. Immediate Circle – Complementary Professionals. Tax Preparers. Mortgage Brokers.

Consulting 52

Consulting Financial Planning Clients Education 52

Good Financial Cents

APRIL 25, 2023

It may also be helpful to track your progress and celebrate successes along the way! It’s important to be realistic about how much time you need and plan accordingly in order to make sure you can stay on track with your objectives. Additionally, breaking down each goal into smaller steps can help make the goals feel more achievable.

Budgeting 96

Budgeting Insurance Estate Planning Accounting 96

Clever Girl Finance

OCTOBER 19, 2023

Until then, be grateful for the little things and celebrate the smallest wins. Real estate agent If you’re a people person and have an interest in real estate properties and buyers markets vs sellers markets , you might enjoy being a real estate agent. Real estate agents also negotiate on behalf of their clients.

Planning 61

Planning Clients License Wealth Accumulation 61

Abnormal Returns

FEBRUARY 8, 2023

(humbledollar.com) Real estate High mortgage rates are one reason why HELOCs are becoming more popular. wsj.com) Direct investing in real estate comes with a lot of complexity. morningstar.com) Personal finance 10 things you let go of as you age, including 'celebrating birthdays.'

Retirement 206

Retirement Taxes Media Portfolio 206

Clever Girl Finance

NOVEMBER 25, 2023

For example, you could invest in real estate or your own business. REITs Also known as Real Estate Investment Trusts , these allow you to invest in income-producing real estate (you are investing in the company that owns the real estate). Ultimately, you’ll figure out your own investment style as you go.

Investing 66

Investing Investments Risk Tolerance Accounting 66

Clever Girl Finance

OCTOBER 15, 2022

There are many ways to invest including participating in the stock market, buying real estate properties, or starting a business. Whether you’re buying stocks or real estate, growing your money involves a long-term strategy. Practicing gratitude is not just looking at the bright side or celebrating big wins.

Budgeting 52

Budgeting Food Investing Investments 52

The Better Letter

MARCH 30, 2023

Think of everyone piling on during the tech or real estate bubbles. In fact, the more people act stupidly together, the greater the aggregate risk and the greater the potential for loss. This stupidity risk grows exponentially. Time for the big but.

Numbers 78

Numbers Investing Investments Advertising 78