Trade Brains

JULY 13, 2025

On Friday, the Indian stock market witnessed a broad-based decline. Most sectoral indices ended in the red, with the IT and Media indices among the top losers due to weak earnings and broader market concerns. The market sentiment heading into the next trading session appears cautious and slightly bearish. on Friday, up by 0.15

Banking 59

Banking Pharmaceutical License Investments 59

Yardley Wealth Management

SEPTEMBER 24, 2024

Financial professionals, such as financial advisors or wealth managers, undergo rigorous training and certification processes to develop the knowledge and skills needed to navigate complex financial matters effectively. Tax Planning and Optimization: Taxes can have a big impact on your finances.

Tax Planning 40

Tax Planning Wealth Management Risk Management Financial Planning 40

Trade Brains

JUNE 13, 2025

Liquid funds are short-term debt mutual funds that allocate investments to instruments such as treasury bills, commercial papers, and certificates of deposit, all having a maturity period of up to 91 days. AUM & Liquidity: Larger funds have an easier time managing redemptions when the market is under stress. What Are Liquid Funds?

Planning 59

Planning Portfolio Certification Investments 59

WiserAdvisor

JUNE 27, 2025

That means the real answer to what’s the earliest you can retire depends far more on your investment portfolio , retirement lifestyle, and medical coverage strategy than on a number printed on your birth certificate. And a tax-efficient withdrawal strategy that won’t sabotage your nest egg early. You’ll need more than a solid 401(k).

Retirement 59

Retirement Planning Retirement Planning Taxes 59

Trade Brains

JUNE 10, 2025

The company has a 77% market share in India’s primary zinc sector and supplies to more than 40 nations. With a 77% market share, it maintained its leading position and posted its highest-ever domestic zinc sales of 603 kt. points, among the Asia-Pacific markets. a division of the Vedanta group. Hindustan Zinc Ltd.

Financial Services 72

Financial Services Investments Investing Certification 72

Trade Brains

JUNE 15, 2025

Strong demand for the company’s wide range of goods and services across several markets drove its FY25 revenues of Rs 4,492 crore, a 12% YoY increase. Centrifugal pumps account for over 66% of the market, whereas retail pumps hold a solid 15% share, small and medium-sized pumps 25%, and big pumps 40%. of domestic revenues.

Manufacturing 94

Manufacturing Healthcare Banking Retail 94

Trade Brains

JULY 13, 2025

Profit after taxes grew by 20% annually and at a CAGR of 31% between FY22 and FY25. Risk Factor With 38% of its income coming from outside markets, VA Tech Wabag is exposed to currency volatility. This decline was caused by several factors, including poor first-quarter earnings and US trade concerns after imposing a 35% tax on Canada.

Pharmaceutical 59

Pharmaceutical Investments Investing Certification 59

Trade Brains

JUNE 26, 2025

Legal and technical verification charges Before assigning a home loan, lenders should have two checks: a legal verification (to ensure the property has a clear title and that there are no disputes) and a technical verification (to assess the property’s market value and physical condition).

Banking 52

Banking Insurance Certification Taxes 52

Trade Brains

JUNE 19, 2025

Profit after tax has grown at a CAGR of 33% since FY22. India’s data center market is growing exponentially, with domestic capacity anticipated to grow from over 1 GW in 2024 to 1.83 Asian markets also reflected the bearish sentiments on Thursday amid continued tensions between Iran and Israel. EBITDA for FY25 stood at Rs 251.16

Banking 71

Banking Government Certification Investments 71

Trade Brains

JULY 9, 2025

However, profit after taxes dropped from Rs 3,722 crore to Rs 3,084 crore. Its primary responsibility is to raise money from the financial markets in order to finance the development or purchase of assets, which are then leased to Indian Railways. Asian markets ended the day on Wednesday with mixed results. points, or 0.18%.

Numbers 52

Numbers Certification Assets Accounting 52

Trade Brains

JUNE 15, 2025

India’s mining and construction equipment (MCE) sector is on track for remarkable growth, with its market size expected to nearly triple from the current USD 16 billion to USD 45 billion by 2030, according to a Vision Report by the Confederation of Indian Industry (CII) Kearney report.

Engineering 59

Engineering Manufacturing Certification Economy 59

Nerd's Eye View

MARCH 24, 2023

Also in industry news this week: Top Democratic Senators are urging the Treasury Department to crack down on a range of estate planning strategies for high-net-worth individuals, including GRATs and IDGTs Amid fallout from recent bank failures, both Republicans and Democrats are considering whether current FDIC insurance limits should be increased (..)

Financial Planner 245

Financial Planner CFP Certification Retirement Planning 245

Nerd's Eye View

SEPTEMBER 13, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC this week fined 4 RIAs for violations of its marketing rule related to their claims that they offered 'conflict-free' financial advice.

Financial Planner 246

Financial Planner Compliance Fee Only Communication 246

Nerd's Eye View

OCTOBER 31, 2023

In this episode, we talk in-depth about how Jon evolved his "high tech and high touch" mindset to serving clients by regularly iterating upon and updating his advisor tech stack while also elevating his long-time client service administrator into a more holistic client concierge (because the future isn't about tech or human service, it's tech and human (..)

Financial Advisor 246

Financial Advisor Estate Planning Clients Education 246

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Financial Planner 189

Financial Planner Financial Advisor Certification Estate Planning 189

International College of Financial Planning

APRIL 25, 2024

This certification is recognized globally and showcases a deep, systematic understanding of personal financial management, including investment planning, risk management, tax planning, and retirement planning. Individuals who earn this certification are thoroughly prepared to offer expert financial advice.

Certification 52

Certification CFP Certified Financial Planner Financial Planning 52

International College of Financial Planning

OCTOBER 26, 2023

Continuous Portfolio Monitoring:  As financial markets are dynamic in nature, a CFP® professional remains vigilant, recalibrating investment strategy in response to market shifts or economic blueprint alterations. Updated with Regulations: Estate laws and tax implications can be complex and ever-changing.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

Nationwide Financial

JUNE 9, 2023

Key Takeaways: The last two years have been marked by the highest inflation rates in decades; your clients saving for retirement can use this to their advantage through short-term investments, tax deferral, and insurance products offering better benefits. This can mean an unexpected tax liability for the uninitiated.

Retirement 98

Retirement Clients Certification Taxes 98

International College of Financial Planning

JANUARY 18, 2023

Overview of CFP New Framework The Certified Financial Planner (CFP) Board of Standards recently announced the launch of a new framework for CFP certification. The Certified Financial Planner (CFP) Board of Standards recently announced the launch of a new framework for CFP certification. He discussed his insights.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification CFP 52

MainStreet Financial Planning

MARCH 29, 2023

If you want your money to be completely liquid, consider high yield savings accounts, money market accounts or money market mutual funds. Money Market mutual funds Money market funds are investment products that allow consumers to earn interest in a lower-risk environment than the stock market.

Certification 98

Certification Accounting Banking Insurance 98

International College of Financial Planning

OCTOBER 26, 2023

Their wisdom extends to suggesting tax-efficient avenues for pivotal life moments, be it education or the golden years of retirement. They’re well-versed in recommending vital products like life insurance and are wizards at tax planning. Marketing Yourself: Build, nurture, and shine. Where Do They Shine?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Walkner Condon Financial Advisors

AUGUST 18, 2022

Stock grants also come with significant tax consequences that, depending on the situation, can leave you with large tax bills. However, you do have some control over when those tax bills are paid and, in the right circumstances, you can lower your total tax bill significantly if you elect to pay taxes upfront.

Planning 98

Planning Taxes Certification CFP 98

Walkner Condon Financial Advisors

SEPTEMBER 2, 2022

And while ABLE accounts can be a bit more complex for Wisconsin residents, they offer significant tax benefits for individuals with disabilities and their families. The money in the account grows tax-deferred and income from the account is tax-free when used for qualified expenses. Fidelity Money Market.

Accounting 98

Accounting Certification Financial Advisor CFP 98

eMoney Advisor

FEBRUARY 8, 2023

Not only the administrative work that comes from managing client accounts but also the aspects of keeping the business running and marketing to bring in new clients. If you’re finding that your marketing has taken a back seat to everything else you have going on, you’re not alone. It’s hard to know where to begin.

Marketing 81

Marketing Marketing Clients Certification 81

Good Financial Cents

DECEMBER 22, 2022

Certificates of Deposit . Certificates of Deposit. These funds track an index like the S&P 500, which means you can grow wealth based on the long-term growth of the markets. This is the essence of how the stock market works, so it’s no surprise that tracking an index is no different. Hire a Robo-Advisor .

Investments 108

Investments Investing Risk Tolerance Accounting 108

Good Financial Cents

DECEMBER 9, 2022

1) Certificates of Deposit (CDs). 3) Money Market Accounts. For those of you who like to see the numbers, here’s an example of compound interest at work: Suppose you invest $1,000 in a five-year certificate of deposit, paying 5% and compounded annually. Taxable vs. tax-deferred vs. tax-free accounts.

Investments 103

Investments Investing Accounting Certification 103

Good Financial Cents

AUGUST 11, 2022

Ad Robo-Advisors move with the market to ensure your investments. What I’ve seen from do-it-yourselfers, especially over the past couple of years, is they often don’t have a clue and just throw money into the market. As an example, we all know that most people’s tax refunds are spent before they get the check in the mail.

Investments 110

Investments Investing Marketing Marketing 110

Harness Wealth

MAY 12, 2025

tax industry is currently in a tight corner, grappling with a major talent shortage. This widening gap between the demand for skilled tax professionals and the available supply presents considerable challenges for tax firms of all sizes. Table of Contents What are the causes of the tax advisor shortage?

Taxes 52

Taxes Compliance Accounting Numbers 52

Walkner Condon Financial Advisors

FEBRUARY 28, 2023

There are places where you can put your money that offer better interest rates without taking on the risk of investing in the market, and we will also touch on some that are extremely conservative that may be of interest as well for folks that have money in brokerage accounts. Current Yield: 3.3% – 4.2% Current Yield: 0.12% – 3.1%

Accounting 98

Accounting Banking Certification CFP 98

International College of Financial Planning

DECEMBER 29, 2024

The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field. As markets evolve and client needs become more sophisticated, the demand for qualified financial planners continues to grow exponentially.

CFP 52

CFP Financial Planning Planning Certification 52

Clever Girl Finance

MARCH 14, 2023

We’ll also go over the benefits of growing the income for your portfolio and how to deal with taxes from investments! Savings Savings accounts and products like certificates of deposit (CDs) often earn interest, which is usually considered portfolio income. That means being ready to ride out the lows in the market.

Portfolio 105

Portfolio Risk Tolerance Accounting Taxes 105

Trade Brains

OCTOBER 1, 2024

In 2021, the market was valued at $500 billion. The market’s expansion is evident in the forecast for 2024, which predicts a value of $595.50 This would result in a boom for the electronic manufacturing companies that are already established in the market. It’s projected to reach $790 billion by 2030.

Electronics 98

Electronics Manufacturing Certification Transportation 98

Clever Girl Finance

NOVEMBER 8, 2022

Although most people associate investing with the stock market, there are many other ways to invest. Historically, the stock market has provided returns between 6% and 7% , with inflation factored in. In general, these accounts are aimed at saving for your retirement in a tax-advantaged way. Consider certificates of deposits.

Investments 98

Investments Investing Risk Tolerance Accounting 98

Good Financial Cents

JANUARY 6, 2023

High-Yield Certificates of Deposit. Money Market Account. Invest in the Stock Market . High-Yield Certificates of Deposit. You can also look into high-yield certificates of deposit, or CDs, which require you to commit to saving for a specific length of time (usually a few months to several years). Open a Roth IRA.

Investments 91

Investments Investing Accounting Certification 91

Good Financial Cents

DECEMBER 26, 2022

I’m a big fan of the Roth IRA and investors that understand it’s massive tax-free benefits are also. A Roth IRA is a type of individual retirement account (IRA) that allows you to contribute after-tax money and withdraw it tax-free in retirement. Market Fluctuations. What is a Roth IRA?

Retirement 85

Retirement Taxes Risk Tolerance Accounting 85

Good Financial Cents

SEPTEMBER 29, 2022

Real Estate: Best for Predictable Gains + Tax Benefits. Real estate has provided investment returns comparable to the stock market. Real estate also has valuable tax benefits, like depreciation expense. Real estate also has valuable tax benefits, like depreciation expense. Ads by Money.

Investments 109

Investments Investing Retirement Planning Risk Tolerance 109

Clever Girl Finance

JUNE 27, 2023

Although you’d still crush it with certifications and experience on specific programs such as Microsoft or Oracle. Their duties also include managing payroll and working with an accountant or tax preparer to file the company’s tax return. Accountant Accountants balance a business’s books and file tax returns.

Certification 98

Certification Recruitment Media Engineering 98