Calculated Risk

MAY 7, 2025

Owners and developers are navigating heightened economic and policy uncertainty, which likely bogged down much of this months planning activity. On the institutional side, planning momentum waned for education, healthcare, and government buildings. Commercial construction is typically a lagging economic indicator.

Healthcare

Wealth Management

AUGUST 6, 2025

A, B and C would make grants, in turn, to organizations in the foreign country where the Foundation engages in, to promote projects related to the furtherance of education, the arts for individuals, including children and teenagers and, health, welfare and access for the elderly in economically disadvantaged communities.

Estate Planning

Yardley Wealth Management

DECEMBER 17, 2024

Understanding the Current Economic Landscape Before diving into goal-setting, it’s crucial to acknowledge the economic environment we’re navigating. The past few years have taught us valuable lessons about the importance of building resilient financial strategies that can weather various economic conditions.

Financial Planning

International College of Financial Planning

JUNE 17, 2025

Introduction to GIFT City and Its Legal-Economic Status The Gujarat International Finance Tech-City, commonly referred to as GIFT City, is a landmark initiative by the Government of India aimed at creating a world-class financial centre within the country.

Compliance

Validea

MARCH 3, 2025

Key Topics Covered: Markets and Macroeconomic Reality Elliott dismantles the notion that markets can permanently detach from economic fundamentals, walking through how earnings, margins, and wage growth are all interconnected. He explains why claims of “this time it’s different” rarely hold true over longer time horizons.

Economics

Diamond Consultants

DECEMBER 18, 2024

For an advisor who wants to maximize the economics of a transition, a move to another traditional firm before sunsetting may be a better route ( move once, monetize twice ). These days, its not uncommon for firms, including all four wirehouses, to offer advisors north of 200% of revenue simply for sunsetting in place.

Recruitment

Wealth Management

AUGUST 4, 2025

Each adopting employer must be sold one at a time, sometimes requiring firing their current record keeper, TPA and advisor, which is not an easy lift, especially during economic uncertainty. Miller noted that many larger plan sponsors are not properly equipped and educated, needing the help of third-party consultants.

Estate Planning

Cornerstone Financial Advisory

DECEMBER 23, 2024

8 This Week: Key Economic Data Monday: Consumer Confidence. Source: I nvestors Business Daily – Econoday economic calendar ; December 16, 2024 The Econoday economic calendar lists upcoming U.S. In 2023, the S&P 500 also tacked on 24 percent for the full year. Tuesday: Durable Goods. New Home Sales. Fed Balance Sheet.

Marketing

Darrow Wealth Management

MARCH 3, 2025

As economic conditions and income needs change, so too will your asset allocation. This is a general communication for informational and educational purposes only and not to be misinterpreted as personalized advice or a recommendation for any specific investment product, strategy, or financial decision.

Risk Tolerance

Zoe Financial

DECEMBER 28, 2024

Identity: Adopt the Mindset of Financial Empowerment Stay Educated on Personal Finance Commit to becoming financially literate. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Actual economic or market events may turn out differently than anticipated.

Estate Planning

Your Richest Life

NOVEMBER 26, 2024

In fact, data from the American Institute for Economic Research showed that when older workers were surveyed, 82 percent reported that they successfully changed to a new career after age 45. According to the National Center for Education Statistics, around 6% of college students are 40 years old or older.

Retirement

Indigo Marketing Agency

JUNE 18, 2025

Great Read: Create Powerful Blogs & Videos That Convert Prospects Into Clients Today’s successful advisors understand that creating compelling content for financial advisors requires a strategic approach that combines education, trust-building, and genuine value delivery. Current events commentary also performs exceptionally well.

Financial Advisor

International College of Financial Planning

JULY 11, 2025

It calls for the ability to connect the dots – between economic events, investor psychology, personal goals, and long-term asset behaviour. As India’s leading institution for CFP® education, we have nurtured thousands of future-ready financial planners who combine analytical depth with human insight.

CFP

Financial Symmetry

MARCH 12, 2025

Higher Education and Persistent Pay Gaps 47% of women aged 25 to 34 in the U.S. Despite a generally high level of education, women still earn about 8% less than their male counterparts in the same roles. have completed college, compared to just 37% of men.

Education

Abnormal Returns

JULY 14, 2025

marginalrevolution.com) What economically resilient cities have in common: an educated workforce. Sign up for our daily e-mail newsletter. abnormalreturns.com) Mixed media Urban areas would do well to allow light manufacturing to happen. agglomerations.substack.com)

Education

Darrow Wealth Management

FEBRUARY 26, 2025

During times of economic, financial, and political uncertainty, investors often wonder where to invest or what changes to make to their portfolio. Again, every recession or economic downturn is different. Swings in the financial markets also highlight the benefitsand limitationsof diversification. But history offers a helpful lens.

Marketing

The Big Picture

JULY 1, 2025

Bachelor’s in economics and a BS in computer science from Wellesley in Boston and then an MBA from Harvard Business School. So it was Pascal then c plus plus, and then I took an economics class and that’s when the lights went off because it was a very mathematical field in many ways, but also with a link to the Rio economy.

Investing

WiserAdvisor

JUNE 16, 2025

One impulsive decision or economic downturn can turn the tables over. exposes you to localized risks that can come from changing political regimes, new tax laws, economic downturns, inflationary periods, and more. For families with children or grandchildren, contributing to a 529 education savings plan can also be a smart move.

Wealth Management

Yardley Wealth Management

SEPTEMBER 10, 2024

Stay Informed and Educated Successful retirement investing requires staying informed. Keep yourself updated on market trends, economic indicators, and investment strategies. Staying educated on different investment options will help you make more informed decisions aligned with your goals.

Retirement

Yardley Wealth Management

JULY 9, 2025

In 1916, the number of stocks represented by the DJIA increased to 20 and remained at that level until moving up to its current 30-count in 1928 to reflect the (soon-to-end) economic boom of the Roaring 1920s. The transformation of the companies in the DJIA reflects the broader shifts and developments in the U.S. billion Trade on a major U.S.

Marketing

SEI

JULY 15, 2025

Economic downturns can disproportionately impact these businesses. This information is for educational purposes only and should not be considered investment advice. These tax-advantaged funds provide capital to small and midsized U.S. Advisors should ensure that client goals and time horizons align with the fund’s structure.

Distribution

Clever Girl Finance

APRIL 22, 2025

Recession-proof businesses are more than just smart, they’re essential when economic uncertainty hits. Content related to challenging financial times Final thoughts: Start building a recession-proof business today Recession-proof businesses can thrive despite an economic downturn. Should I start a business during a recession?

Economy

Validea

JUNE 6, 2025

Mohanram’s research showed that investment portfolios built around high G-Score companies, combined with short positions in low-scoring ones, have consistently outperformed the broader market through different economic conditions. 7 PRDO PERDOCEO EDUCATION CORP $33.27 $2,180 14.7 8 BCPC BALCHEM CORP $165.54 $5,399 39.7

Education

Midstream Marketing

NOVEMBER 5, 2024

Get advice on creating content, such as combining educational and promotional posts, and using questions from clients. Balancing Educational and Promotional Content Your social media content should do more than just promote your services. These educational posts help people know your brand better and build trust.

Media

Discipline Funds

APRIL 4, 2025

Tariffs are perhaps the most non-partisan issue in economics. In fact, the only reason anyone knows about my work is because half the stuff I read during the GFC years was BS and I made it my mission to debunk a lot of the terrible economic narratives out there. The economic data certainly bears that out. How did this happen?

Economics

Calculated Risk

NOVEMBER 10, 2024

On the institutional side, education and public planning activity expanded, offset by weaker activity in healthcare, recreational and religious projects. Commercial construction is typically a lagging economic indicator. This month, the DMI was 13% higher than in October of 2023.

Healthcare

Validea

AUGUST 8, 2025

Mohanram’s research showed that investment portfolios built around high G-Score companies—while betting against low-scoring ones—have regularly outperformed market indices across different economic conditions. 7 PRDO PERDOCEO EDUCATION CORP $30.86 $2,004 13.4 8 BCPC BALCHEM CORP $159.45 $5,175 36.6 7 PRO PROS HOLDINGS, INC.

Education

Midstream Marketing

NOVEMBER 6, 2024

Financial Goals: These include saving for retirement, managing money, and paying for education. Share economic signs and how they might affect your investment strategies. Also, educational content builds trust. Some good options include blog posts, educational videos, helpful infographics, and customized email newsletters.

Financial Advisor

Steve Sanduski

JUNE 3, 2025

It wasn’t just psychological complacency, it was economic complacency. Financial Advisor Career Path Matrix Here’s an example of a detailed career path moving from an entry-level paraplanner to a partner including the suggested education, experience, responsibilities, expectations, and compensation each step of the way.

Valuation

MainStreet Financial Planning

MARCH 7, 2025

Ongoing Portfolio Monitoring AUM advisors continuously review your investments and adjust strategies based on market conditions and economic trends. Hands-Off Investment Management If you prefer a professional to handle asset allocation, rebalancing, and investment selection, an AUM-based advisor can actively manage your portfolio.

Fee Only

Clever Girl Finance

MARCH 10, 2021

Financial education. That’s why we’re spotlighting incredible Black women financial experts who are creating change by educating, empowering, and uplifting communities. Despite being the most educated group in the U.S. One way we’ve been able to do so is through financial education and improved economic status.

Education

Harness Wealth

AUGUST 6, 2025

Tax professionals everywhere are assessing its implications for clients, including new thresholds, deadlines, and the best ways to educate clients. In many cases, the permanence of this provision might justify entity restructuring that previously did not make economic sense. For tax advisors, the stakes are extraordinarily high.

Taxes

Investing Caffeine

MAY 1, 2025

Issues are More Gray Than Black or White Journalists – most of whom have little investing experience – like to authoritatively paint economic issues in black-or-white terms. Or are these risks being overstated and distorted by media outlets that chase monetary gains?

Media

Harness Wealth

JULY 31, 2025

Beyond merely catching tax evaders, the initiative aims to create a more efficient, data-driven approach to ensuring tax compliance across all economic sectors. Client education about documentation requirements, and record-keeping has taken on new importance in the AI enforcement era.

Taxes

Validea

APRIL 4, 2025

In this episode, dive into the complex world of tariffs, national debt, and economic policies under the current administration. With the S&P down 4% and markets reacting to recent policy shifts, we bring you insights from our previous interviews with Cullen Roche and Andy Constan to break down these pressing issues.

Marketing

The Big Picture

JANUARY 21, 2025

He also worked as director of financial Education at, at Citigroup. And even before I went to Cambridge, I actually spent eight months working for a little suburban newspaper outside of Washington DC and in many ways it was the most fun and the most educational experience I had in journalism. He wrote over a thousand columns.

Investing

The Big Picture

MARCH 4, 2025

And in my summer in between I worked for Mayor Daley in Chicago on economic development issues. And so while I was, you know, good enough to be in a small company, I was not gonna be an A BT and I didn’t wanna totally give up my education. I didn’t really have a grand plan, but my policy degree was at University of Chicago.

Banking