Abnormal Returns
MARCH 24, 2024
morningstar.com) How home buying is going to change with the upheaval of realtor commissions. allstarcharts.com) It's hard to wrap your head around the numbers with Nvidia's ($NVDA) new chips. hbr.org) Why you can ignore all the magazine cover commentary. spyglass.org) AI is coming for every company you own.
Inside Information
JULY 31, 2022
If you’re as old as Methuselah, like I am, you might remember a pivotal moment in the evolution of the planning profession, when Forbes magazine noticed that brokers, life insurance and tax shelter salespeople were starting to call themselves ‘financial planners.’ Pandemonium!
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
The Irrelevant Investor
AUGUST 17, 2015
From Sebastian Mallaby's More Money Than God : "Between the close of 1968 and September 30, 1970, the 28 largest hedge funds lost two third of their capital, Their claim to be hedged turned out to be a bald faced lie; they had racked up hot performance numbers by borrowing hard and riding the bull market. Manager has a winning streak.
Inside Information
MAY 30, 2023
This is the time of year when the various industry magazines come out with their broker-dealer surveys, listing the ‘top’ BD rankings based on total revenues or the number of ‘producing’ reps. The number of reps gives the FSI the appearance of heft in its primary activity, which is lobbying. What is it lobbying for?
Clever Girl Finance
JULY 24, 2023
Shred Anything with sensitive personal information, like your name, address, social security number, or account numbers, goes into the shred pile. Note: This is an affiliate link, which means if you buy from it, we may earn a small commission which helps us grow! Also having an at-home safe is a good idea.
Sara Grillo
AUGUST 14, 2023
If their sole method of compensation is a product, and/or they are taking commissions, then in reality it is less likely they are embracing all the values that the standard requires. Commissions are opaque. Rostad is the author of articles, papers regulatory comment letters and a frequent contributor to Advisor Perspectives Magazine.
Clever Girl Finance
NOVEMBER 20, 2023
Rules about funeral costs Luckily, the Federal Trade Commission requires funeral homes, directors, and other industry members to follow strict pricing transparency rules. You’ll likely have to provide a certified copy of the death certificate, court documents, and social security number in order to close the account.
Expert insights. Personalized for you.
288 
Let's personalize your content