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Weekend Reading For Financial Planners (February 24-25)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that while both the total number of RIAs and advisor headcount have seen significant gains in recent years, client assets remain concentrated among the largest firms, according to data from Cerulli Associates, with the 7% of RIAs (..)

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Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios

Brown Advisory

Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios ajackson Wed, 04/22/2020 - 13:47 To many sustainable investors, owning fossil fuels is a black-and-white issue. The fossil fuel divestment “movement” has gained some momentum in recent years, and it is a topic we discuss with a growing number of clients.

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Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios

Brown Advisory

Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios. The fossil fuel divestment “movement” has gained some momentum in recent years, and it is a topic we discuss with a growing number of clients. The Green Bond Principles and similar labeling/certification systems seek to address this problem. Conclusion.

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Workable Wealth Investing Series: What’s in an Investment Portfolio?

Workable Wealth

Today, we’ll explore the ways you can participate in the stock market, namely the creation and management of your investment portfolio. What is your portfolio? Breaking Down a Portfolio. A portfolio is the place where you house and manage your investments. Great examples are bonds and certificates of deposit (CDs).

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12 Highly Liquid Investments To Have

Clever Girl Finance

This includes broadening your investment portfolio to include highly liquid investments. Not sure where highly liquid investments have a place in your portfolio? In order for an investment to be a highly liquid investment, it must meet a number of factors: The asset must be in an established liquid market.

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12 Highly Liquid Investments To Have

Clever Girl Finance

Diversifying includes broadening your investment portfolio to include highly liquid investments. Not sure where highly liquid investments have a place in your portfolio? The asset must maintain a large number of readily-available, interested buyers. No-penalty certificates of deposit Wondering what is a certificate of deposit ?

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Top Stocks under Rs 10 to add to your watchlist – Detailed Analysis

Trade Brains

When they did, they would receive share certificates as a symbol of ownership. Years later their children or grandchildren find these certificates. They are risky because of their lack of liquidity, a smaller number of shareholders, large bid-ask spreads, and limited disclosure of information. In Closing.