The Big Picture

AUGUST 5, 2022

Blame History for Making Recession Calls So Hard : The National Bureau of Economic Research has been putting dates on downturns since 1929 — well before there was such a thing as gross domestic product ( Bloomberg ) see also Does This Look Like a Recession To You? . • Quanta Magazine ). taxpayers millions of dollars ended up in China.

License 287

License Economics Banking Economy 287

The Big Picture

MAY 1, 2023

You can build a record when in terrible years you’re up zero to five (per cent) and then throw a couple of 50s and 60s and the numbers look pretty good over time … ( Financial Times ) • The Line Is Blurring Between Remote Workers and Tourists : Economic development has fundamentally changed.

Math 285

Math License Economy Numbers 285

Cornerstone Financial Advisory

NOVEMBER 20, 2023

6 This Week: Key Economic Data Tuesday: Existing Home Sales. Source: Econoday, November 17, 2023 The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials. FOMC Minutes.

Marketing 105

Marketing Marketing Taxes Economics 105

Yardley Wealth Management

JULY 10, 2020

Financial Planning magazine just released their annual tech survey and a corresponding article: Tech Survey 2020: Advisors losing faith in planning software. It was nice to show that planning actually can work and be a useful tool for guiding decisions and feeling confident about them even in uncertain economic times.

Financial Planning 40

Financial Planning Planning Wealth Management Estate Planning 40

The Big Picture

MAY 30, 2023

I had an economics lesson, I had a life lesson, I had an epiphany, I had a race relations lesson, I had a self-esteem and confidence lesson. Being broke is economic, but being poor is a disabling frame of mind, a depressed condition of your spirit. It’s home economics class, doesn’t exist anymore. RITHOLTZ: Right.

Banking 146

Banking Economics Economy Business Planning 146

Sara Grillo

NOVEMBER 14, 2022

He is a flat fee advisor; not a licensed insurance agent. Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Mettler says he does not have a securities license for this reason. Scott Salaske , CEO of Firstmetric. For those of you who are new to my blog, my name is Sara.

Insurance 59

Insurance Retirement License Financial Advisor 59

The Big Picture

JANUARY 24, 2023

STEVEN KLINSKY, FOUNDER, CEO AND MANAGING DIRECTOR, NEW MOUNTAIN CAPITAL: I come from the Detroit area of Michigan as a public school kid, went to University of Michigan and studied both economics and philosophy. We had Ziff Davis magazines that we sold to Mr. Son and started Masayoshi Son’s career. KLINSKY: Well, thank you.

Investments 262

Investments Investing Numbers Banking 262