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Practical Lessons from Warren Buffett | Timeless Wisdom from the Oracle of Omaha

Validea

We aim to make these timeless investing lessons both educational and entertaining. Watch on YouTube Listen on Apple Podcasts Listen on Spotify The post Practical Lessons from Warren Buffett | Timeless Wisdom from the Oracle of Omaha appeared first on Validea's Guru Investor Blog.

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5 Components of Financial Literacy

Zoe Financial

In addition to salary, bonuses, and commissions, earnings also include investment income. Spend Spending refers to the money leaving an account for expenses. By understanding how each of them applies to your finances, you can set a baseline for your wealth goals and how they will be accomplished. 5 Components of Financial Literacy 1.

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Heavy Weights: The Real Story Behind Current Market Concentration

Financial Symmetry

Magnificent 7 : Refers to seven, large U.S. Source: Avantis Investors is an investment advisor registered with the Securities and Exchange Commission. companies from the IT, consumer discretionary, and communication sectors: Alphabet, Amazon, Apple, Meta, Microsoft, NVIDIA and Tesla. Download this blog post as a PDF

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Financial Advisor vs Self-Investing: Why Self-Investing May Not Always Be a Good Idea

WiserAdvisor

In simple terms, self-investing refers to managing your investments entirely on your own, without hiring a financial advisor or any other professional. Today, you can choose from different types of financial advisors , such as fee-only, commission-based, hourly, AUM-based, or whatever works for your financial situation.

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10 High-Income Tax Planning Strategies to Complete Before 2025: A Year-end Checklist

Harness Wealth

Timing of Bonuses and Commissions High-income individuals who receive significant bonuses or commissions may also have flexibility in timing these payouts, depending on their arrangement with their employer. Harness Tax LLC is affiliated with Harness Wealth Advisers LLC, collectively referred to as “Harness”.

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Getting Found – Your Google My Business Listing and the New SEC Marketing Rule

Midstream Marketing

Yes… but if that’s the path you want to go down, the Securities and Exchange Commission would like to have a word with you. You may have heard of this referred to as the "Marketing Rule," as that is primarily what it has been focused on for so many years. What is Google My Business and Why is it Important?

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The Ultimate Guide to Tax-Loss Harvesting

Harness Wealth

Transaction costs: Frequent trading to harvest losses can result in higher costs, including brokerage fees and commissions, and an increased risk of tracking errors. These issues can erode the benefits of tax-loss harvesting, particularly for smaller portfolios. Improper implementation may negate tax benefits or result in penalties.

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