MainStreet Financial Planning

APRIL 5, 2024

Residents start out living independently in their own apartments, duplexes, or single-family homes in the community. As health needs evolve, CCRCs offer a seamless transition to assisted living, memory care, or skilled nursing facilities within the same community. This will depend on each community and contract.

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Million Dollar Round Table (MDRT)

MARCH 30, 2023

By Bryce Sanders Many agents and financial advisors give back to their community. They also realize joining the right organizations can provide an entry into the high-net-worth community. They do it because it is the right thing to do and they’re grateful they can help others.

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Abnormal Returns

OCTOBER 20, 2022

Strategy Diversifiers don't always work. rogersplanning.blogspot.com) Another example of why running money is difficult. ft.com) Crypto The vast majority of El Salvador thinks its Bitcoin experiment was a mistake. barrons.com) IPOs Aside from Airbnb ($ABNB), gig economy stocks have been a disaster.

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Financial Advising Startup Economy Media 200

Million Dollar Round Table (MDRT)

MAY 14, 2023

By Bryce Sanders Many insurance agents and financial advisors have misconceptions about how involvement in the community leads to business. Community involvement is new to you. Here’s how to attract clients to you through this type of community organization. They assume the business effortlessly finds you. It doesn’t.

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Financial Advisor Insurance Retirement Clients 88

MarketWatch

MARCH 20, 2023

Wedbush on Monday upgraded New York Community Bancorp Inc. New York Community Bancorp is rallying 30% in premarket trades. New York Community Bancorp’s Flagstar unit will operate Signature Bank’s 40 branches starting Monday. New York Community Bancorp’s Flagstar unit will operate Signature Bank’s 40 branches starting Monday.

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Wealth Management

AUGUST 29, 2022

Providing ethical, competent financial planning is an immediate and direct step to help your community improve its financial resilience.

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Steve Sanduski

NOVEMBER 8, 2022

Guest: Carrie Melissa Jones, a community builder, entrepreneur and community management consultant who has helped create community strategies for presidential campaigns, nonprofits, and small businesses in the Fortune Global 50. My Key Takeaways: Communities are the next level of client experience. Listen/read here.

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Harness Wealth

SEPTEMBER 25, 2023

In this comprehensive guide, we aim to explore how to maintain a sense of community when working as an independent accountant, the importance of doing so, as well as the various ways by which Harness Tax can help you along your solo CPA journey. AICPA Online Community: Exclusive to AICPA members and offering specialized forums.

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Taxes Accounting Clients Education 59

The Irrelevant Investor

APRIL 3, 2022

The community doesn't need us for it to work. On the other hand, Discord brings together communities of people with similar interests where the only motivation is to find people you can learn from and have fun with. In a world where people feel so disconnected, it's not a surprise that community became the buzzword of the year.

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Wealth Management

AUGUST 8, 2022

On the heels of Q2 earnings report, Focus Financial launched partnership with Community Capital Technology for client lending.

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Steve Sanduski

SEPTEMBER 13, 2023

On today’s show, Louis Barajas discusses how the desire to make a difference in his own community transformed how he felt about financial services. Latino community, particularly when it comes to managing money. .” He also shares some experiences that taught him more effective ways to reach people and improve their lives.

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SEI

AUGUST 15, 2022

IAS Growth Communities CTA. Mon, 08/15/2022 - 15:22. Include Image (left or right). Tire_Swing.jpg. Get connected today.

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Advisor Perspectives

MAY 26, 2023

The pair discussed community as a central pillar of meaning and how the community has changed before and after the pandemic. VettaFi’s financial futurist Dave Nadig spoke at length with Reverend Michael Tuck on the topic of finding meaning for this video.

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Tobias Financial

JANUARY 7, 2024

We are thrilled to announce and celebrate our CEO, Marianela Collado, CPA/PFS, CFP®, CDS® for her recent appointment as the Vice Chair of the Professional Advisors Council (PAC) at the Community Foundation of Broward. This appointment is a testament to her dedication, expertise, and commitment to philanthropy in our community.

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Estate Planning CFP Financial Advisor Taxes 52

Brown Advisory

AUGUST 5, 2020

Community Foundations: Challenges And Solutions ajackson Wed, 08/05/2020 - 14:42 DOWNLOAD PDF On the surface, endowments and foundations are all pursuing similar goals, such as preservation of capital and ensuring income to cover spending needs. This is especially true for community foundations.

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Nonprofit Clients Risk Tolerance Management 52

Brown Advisory

AUGUST 5, 2020

Community Foundations: Challenges And Solutions. This is especially true for community foundations. Compared to other nonprofits, community foundations enjoy distinct flexibility in pursuing programmatic goals, thanks to the variance power granted to them by law and the multiple types of component funds they can operate.

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Nonprofit Clients Risk Tolerance Management 52

MarketWatch

MARCH 21, 2023

New York Community Bancorp. New York Community Bank is also acquiring about $34 billion in deposits, about 54% of which are uninsured. The deal will lower the loan to deposit ratio to under 1003 and increase commercial and industrial loans. analyst Peter J. The bank said Monday it would acquire $12.9

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Banking Clients Accounting Assets 75

MarketWatch

MARCH 14, 2023

Wedbush analyst Daniel Ives on Tuesday summed up the impact of the Silicon Valley Bank collapse as the end of the “Cinderella story” for the bank and the venture capital community it served.

Startup 74

Startup Banking Marketing Marketing 74

NAIFA Advisor Today

MAY 2, 2024

Sue Kuraja is a brokerage director specializing in providing non-profit consultancy services. She focuses on aligning personal and professional goals to maximize outcomes for organizations. With her strategic guidance and personalized approach, she helps build successful and sustainable organizations that drive real-world impact.

Financial Services 59

Financial Services Consulting Insurance 59

MarketWatch

MAY 16, 2023

Flagstar Bank parent New York Community Bancorp Inc. Before the proposed offering, Signature Bridge Bank owned the 39 million shares via an “Equity Appreciation Instrument” — issued to it by New York Community Bancorp as part of the asset purchase in March — initially intended to allow the FDIC to participate in NYCB stock gains.

Banking 52

Banking Sales Assets Marketing 52

Brown Advisory

APRIL 1, 2019

Curating Community: An Investment Thesis. Moderator: Alyssa Gill, Community Manager, NextGen Venture Partners. Mon, 04/01/2019 - 08:34. Speakers: Matt Alexander, Co-Founder and CEO, Neighborhood Goods; Gesche Haas, Founder and CEO, Dreamers // Doers. Read the conference recap here.

Investing 52

Investing Investments Management 52

Advisor Perspectives

SEPTEMBER 4, 2023

One of the hardest parts of planning for our loved ones with disabilities is getting started. It’s overwhelming. Thinking of who will care for your child when you or your partner cannot is not easy. While we realize no one will care for your child like you do, you need to plan for the day when you no longer can.

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Accounting Planning 59

Wealth Management

DECEMBER 12, 2022

Trap Kloman, chief operating officer at Commonwealth Financial Network, highlights how bringing people together to share experiences makes a real difference.

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Advisor Perspectives

JANUARY 31, 2024

To celebrate the pending Exchange conference, VettaFi and some key industry partners were at the Nasdaq MarketSite to help ring the opening bell last week. Exchange will be the industry’s largest ETF-, and most valuable advisor-focused, conference.

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NAIFA Advisor Today

FEBRUARY 22, 2023

Eric Bottolfsen, MBA , is a Vice President at GoldBook Financial and a financial planner with a passion for protecting the medical professionals and small business owners who make up Main Street USA. Getting Started Bottolfsen knew from an early age that he wanted a career in financial services.

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Wealth Management

JULY 22, 2022

The IBD hopes to forge deeper relationships with its advisors via events, networking experiences and technology.

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Million Dollar Round Table (MDRT)

AUGUST 28, 2022

By Bryce Sanders The word “influencer” means different things to different people. This is even more true based on your age. Younger people might associate “influencer” with social media and someone with lots of followers. Add a few years of age, and other people think of influencers as those who are often asked for advice on a 1:1 basis.

Financial Advisor 79

Financial Advisor Taxes Accounting Media 79

The Big Picture

JANUARY 25, 2023

It is also noteworthy that “the Active investment community in both the UK and the US, [exhibits] defensiveness vis-à-vis the rise of Passive investing.”

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Management Investing Investments Financial Market 301

The Big Picture

OCTOBER 16, 2022

It led to a magazine, which turned into a major hub for the nascent community of developers and fans of one of the most important computers in history. One of the most important women in Apple’s history never worked for Apple Margot Comstock took her winnings from a TV game show and bought a computer.

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Advisor Perspectives

DECEMBER 12, 2023

It’s the time of year when you look back at all that’s been accomplished. VettaFi’s covered strong net inflows into fixed income ETFs, covered call funds, and many, many, many new product launches. But VettaFi also accomplished a lot as a firm.

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Abnormal Returns

DECEMBER 27, 2023

wsj.com) What’s actually different about a car-free community? (awealthofcommonsense.com) The rent vs. buy decision depends, in part, on time horizon. home-economics.us) Apartment companies are changing how they build with long term renters in mind. mrmoneymustache.com) Personal finance Four timeless investing principles.

Accounting 218

Accounting Investing Investments Marketing 218

Wealth Management

NOVEMBER 17, 2022

Franklin Tsung, growth advisor at AppCrown, shares how independent technological solutions can bring advisors’ cultures to customers.

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MarketWatch

APRIL 11, 2023

New York Community Bancorp Inc. NYCB stock rose 1.9% in premarket trade on Tuesday as it drew an upgrade to buy from hold from Jefferies analysts, with a price target of $11 per share.

Banking 40

Banking Assets Marketing Marketing 40

Wealth Management

MAY 23, 2024

The available advocacy tools aren’t as fraught or complicated as they may seem, and the payoff for communities is huge.

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