Tobias Financial

JUNE 15, 2025

Our Wealth Advisor, Chad Williamson, CFP® , explains that while retiring as a single person can present certain hurdles, it can also streamline the planning process. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability.

Retirement 52

Retirement Financial Advisor Retirement Planning Taxes 52

Trade Brains

OCTOBER 29, 2024

State-owned fuel retailers on Tuesday hiked the commission they pay to petrol pump dealers but there will be no change in retail petrol and diesel prices. Current Dealer Commission At present, dealers are paid Rs 1,868.14 per kilolitre, plus 0.875 percent of produce billable price as commission on petrol. per kg, plus 0.28

Commission 52

Commission Retail Investment Advisor Consulting 52

Tobias Financial

MARCH 16, 2025

SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. Professional advisors should be consulted before implementing any of the options presented. It is for information and planning purposes only.

Investing 52

Investing Investments Risk Tolerance Asset Allocation 52

Tobias Financial

MARCH 11, 2025

SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. Professional advisors should be consulted before implementing any of the options presented. This is a publication of Tobias Financial Advisors.

Marketing 52

Marketing Marketing Financial Advisor CFP 52

Tobias Financial

JUNE 5, 2025

SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. Professional advisors should be consulted before implementing any of the options presented. It is for information and planning purposes only.

Commission 52

Commission Financial Advisor Investment Advisor Consulting 52

Tobias Financial

NOVEMBER 4, 2024

SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. Professional advisors should be consulted before implementing any of the options presented. It is for information and planning purposes only.

Marketing 52

Marketing Marketing Asset Allocation Commission 52

Tobias Financial

JUNE 10, 2025

SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. Professional advisors should be consulted before implementing any of the options presented. This is a publication of Tobias Financial Advisors. The

Financial Advisor 52

Financial Advisor Commission Investment Advisor Consulting 52

The Big Picture

JULY 17, 2023

I present them from hardest/least likely to succeed to easiest/most likely ways to accumulate a fortune: Let’s get wealthy: 1. Become a great salesman : If you can get people to purchase whatever you are selling, and charge a substantial markup and/or Commission or fee on that product, you can make a killing in this business.

Marketing 246

Marketing Marketing Commission Investing 246

Tobias Financial

MARCH 11, 2025

SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. Professional advisors should be consulted before implementing any of the options presented. This is a publication of Tobias Financial Advisors.

Financial Advisor 52

Financial Advisor CFP Wealth Advisor Commission 52

Tobias Financial

JUNE 1, 2025

SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. Professional advisors should be consulted before implementing any of the options presented. It is for information and planning purposes only.

Taxes 40

Taxes Financial Advisor CFP Wealth Advisor 40

The Big Picture

SEPTEMBER 5, 2024

trillion in total AUM…” As he observes, it wasn’t the shift from active to passive – that had been ramping up for decades – rather, it was the changeover from transactional commission business to a fee-based fiduciary model that made all of the difference.

Wealth Management 228

Wealth Management Assets Fee Only Media 228

Tobias Financial

JUNE 12, 2025

SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. This is not a legal advice, and an attorney should be consulted before implementing any of the options presented. It is for information and planning purposes only.

Medical 52

Medical Financial Advisor Estate Planning Healthcare 52

Validea

NOVEMBER 15, 2023

Falling Costs Zero Commissions and the Savings to Investors : The shift to zero commission trading by major brokerage firms has reduced the cost barrier for individual investors. Firms like Robinhood were embraced by millions of new investors, and the zero-commission trend is now the standard among major online brokerages in the U.S.

Commission 115

Commission Education Portfolio Assets 115

Nerd's Eye View

JULY 30, 2024

We also talk about how Michelle's early-career struggles working in commission-based insurance sales, where she started out earning only $20,000 in her first year, and how her struggles led her to seek out a business coach that led her to work with Deirdre Van Nest to develop both her presentation skills and figure out how to identify and then hone (..)

Clients 130

Clients Financial Advisor Insurance Wealth Advisor 130

Sara Grillo

OCTOBER 31, 2022

It’s also important to understand the conflicts-of-interest that a financial advisor’s business model may present, because these may bias the benefit of the service in the advisor’s favor rather than yours. If the person is an insurance agent or solely a broker selling commission-based products, they will not have to file a Form ADV.

Financial Advisor 110

Financial Advisor Commission Clients Compliance 110

Trade Brains

AUGUST 28, 2023

It oversees end-to-end activities of conceptualization to commissioning of hydro projects. It has a high promoter holding of 71% and presently trades at a P/E of 12.8. As of the present date, it is the largest wheat straw-based paper and terry towels manufacturer in the world. presently trades at a P/E ratio of 44.9

Banking 111

Banking Financial Services Government Manufacturing 111

Integrity Financial Planning

DECEMBER 22, 2022

In addition, you may find some pre-curated commissioned pieces from your favorite decor stores, such as Crate and Barrel or West Elm. Plus, some of the fun of adding a new piece to your collection is figuring out how to best present it! With technological advancement, you can now own art physically or digitally.

Retirement 96

Retirement Financial Planning Commission Consulting 96

Trade Brains

JUNE 25, 2023

The table below presents the operating revenue and net profit of Tata Chemicals for the last five financial years. Commissioning of the under-development CAPEX projects and higher capacity utilisations shall aid the stock to deliver better return ratios in the period ahead. But the picture is not as grim as it looks.

Planning 98

Planning Manufacturing Pharmaceutical Medicine 98

Investment Writing

OCTOBER 31, 2022

That’s why I was intrigued by the chapter on “How to Define Your Audience” in How to Write and Present Technical Information by Charles H. Disclosure: If you click on an Amazon link in this post and then buy something, I will receive a small commission. However, I’m always looking for new approaches.

Education 104

Education Commission Clients Financial Services 104

WiserAdvisor

JUNE 17, 2025

This can present opportunities for investments in these sectors, too. Securities and Exchange Commission (SEC) made a historic move by approving several spot Bitcoin ETFs. These investments are spread across multiple states, including Arizona, Texas, California, and Michigan. With such massive investments, the U.S.

Financial Advisor 59

Financial Advisor Ethics Healthcare Investing 59

WiserAdvisor

JULY 22, 2022

The advisors can be differentiated based on the fee structure they use to charge fees such as fee-only, commission-only, hourly-fee, monthly fee, etc. Do note that you will have to pay the fees in the present no matter how your returns turn out in the future. The more advisors you hire, the more you will have to pay.

Financial Advisor 105

Financial Advisor Portfolio Budgeting Commission 105

Tobias Financial

AUGUST 5, 2024

The Securities and Exchange Commission (SEC) requires companies to compile and present financial and business information, reports, and disclosures to provide transparency to investors and the public. Leading Advisor assessments are based on the data that firms submit to the SEC in these disclosures.

Financial Advisor 52

Financial Advisor Investment Advisor Commission Wealth Management 52

The Irrelevant Investor

AUGUST 25, 2018

The fees for planning, according to an internal presentation called “The Wealth Planning Client Experience,” were significant: from $5,000 to $68,000 per year, depending on the client’s assets. Another advisor discussing the irrevocable trust fee schedule recalled hearing a manager say, “So long as you disclose it, you can charge it!”

Ethics 52

Ethics Commission Financial Planner Financial Advisor 52

Trade Brains

FEBRUARY 3, 2024

Leverage and margin Forex brokers often offer leverage, which allows traders to have the advantage of more position size than the funds present in the account. The forex market is easily accessible with fewer fees and commissions. Forex markets are fast-moving with high liquidity resulting in potential and fast returns.

Risk Management 107

Risk Management Management Commission Accounting 107

Getting Your Financial Ducks In A Row

FEBRUARY 3, 2025

The information that the IRS presents is good to know, you should be familiar with what they have to say. At the Federal Trade Commission, protecting small businesses and their owners is always a top priority,” said Samuel Levine, Director of the FTC’s Bureau of Consumer Protection.

Taxes 52

Taxes Numbers Media Electronics 52

Trade Brains

APRIL 3, 2023

As of the present date, SRF is a diversified chemicals company engaged in the production of fluorochemicals, specialty chemicals, packaging films, technical textiles, coated fabrics, and laminated fabrics. The table below presents the EBIT margin of the different segments of SRF. It is expected to be commissioned in 20 months.

Planning 98

Planning Manufacturing Accounting Pharmaceutical 98

Trade Brains

SEPTEMBER 19, 2022

As for the present composition, solar energy comprises 34.47% of the total green energy in India, followed by a 25.77% share of wind energy. AGEL presently has a portfolio of 54 operational projects across 12 Indian states. The table below presents the revenue and net profit of Adani Green Energy for the last five years.

Planning 52

Planning Commission Portfolio Distribution 52

Trade Brains

DECEMBER 24, 2023

The stock presently trades at an attractive price-to-book value ratio of 1.58 The Company has 3 commissioned manufacturing units. The Company earns 36.52% of its revenue from Fees & Commission charged in the form of brokerage. Net Profit skyrocketed by 91%, growing from Rs. Cr in FY22 to Rs. Cr in FY23. Stock P/E (TTM) 12.9

Commission 96

Commission Manufacturing Sales Portfolio 96

Don Connelly & Associates

JULY 18, 2022

It invariably includes a polished presentation and ample opportunities to present oneself as a likable, competent professional. It has to go perfectly. There's a minimal margin for error. Every advisor has their own formula for constructing a perfect prospect meeting.

Clients 52

Clients Commission Financial Advisor Financial Planning 52

Trade Brains

MAY 14, 2024

The RedSeer report was commissioned by Go Digit for the sole purpose of creating this RHP. of India’s total population as of 2023 as per Redseer estimates based on the data from Economic and Social Commission for Asia and the Pacific (ESCAP). As of FY23 Go Digit reported a commission ratio of Rs. 100 in premiums.

Insurance 59

Insurance Commission License Management 59

Good Financial Cents

JULY 8, 2022

With Robinhood, you can build a balanced portfolio and trade stocks, ETFs and options as frequently as you want, commission-free. Not only do they charge no commission or contract fees on options, but they offer a whole lot more. And they charge no commissions for trading those funds. Click your state to start investing today!

Commission 53

Commission Accounting Financial Services Investing 53

Trade Brains

FEBRUARY 13, 2024

So, given that Rail Vikas Nigam Limited has given a return of around 250 percent for the past year, will it present an investment opportunity for the future given the thrust in the investment in the railway by the government? Well, let’s dive deep into the business to understand. km of the project were finished in the year, comprising 67.06

Commission 59

Commission Government Budgeting Transportation 59

Harness Wealth

JANUARY 29, 2025

Transaction costs: Frequent trading to harvest losses can result in higher costs, including brokerage fees and commissions, and an increased risk of tracking errors. In short, the present value of current tax savings is seen as more valuable than uncertain future tax liabilities.

Taxes 52

Taxes Assets Sales Portfolio 52

Trade Brains

AUGUST 11, 2023

With earnings per share of Rs 1, it presently trades at a P/E 14, giving a market capitalization of Rs 211 to the company. Along these lines, it has commissioned two facilities for the expansion of its operations. Its stock presently trades at a P/E of 19 giving it a market capitalization of Rs 447 crore. 90 ₹215.69

Pharmaceutical 98

Pharmaceutical Financial Services Sales Consulting 98

The Irrelevant Investor

MAY 16, 2017

I wasn't being paid a salary, was relying on commissions of which there weren't any, and to add insult to injury, I had to pay rent every month. A few days after we did this presentation, a teacher in our sons’ school came up to us. There was a period of six months where I couldn't sleep and my eye lid would constantly spasm.

Retirement Planning 52

Retirement Planning Commission Clients Education 52

MarketWatch

MAY 18, 2023

After the layoffs, the company expects to have about 750 full-time-equivalent employees, TuSimple said in a morning filing with the Securities and Exchange Commission. The company disclosed a prior restructuring plan in December 2022 that it said at the time was expected to bring the reduction of 350 jobs.

Commission 40

Commission Planning Marketing Marketing 40

Trade Brains

OCTOBER 30, 2024

Also read… Will Petrol prices come down across India after OMCs hike in dealer commission? Growth Trajectory The cybersecurity sector in India continues to expand rapidly, presenting numerous opportunities for Globesecure. The company’s earnings per share went up by 280% from INR 0.13

Commission 52

Commission Compliance Investment Advisor Consulting 52