Nerd's Eye View
JULY 11, 2022
Financial advisors are often responsible for working with a wide range of individuals, both among their client base and coworkers, who each have their own personality, beliefs, and style of communication. While it can be rewarding to build a large breadth of relationships, it can also be challenging to appeal to and feel accepted by so many different people all at once.
Good Financial Cents
JULY 11, 2022
If you read many stories about entrepreneurship, you’ve probably noticed that most entrepreneurs have multiple streams of income. Mostly by design, business owners go to great lengths to make sure they have money coming in from all directions – or, as some might say, “making sure their eggs aren’t all in one basket.”. Entrepreneurship isn’t easy, and income streams dry up all the time.
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Pragmatic Capitalism
JULY 11, 2022
It’s been 8 years since I first published my book Pragmatic Capitalism and I finally got around to updating the book with a Second Edition. It had become very hard [ … ].
Financial Symmetry
JULY 11, 2022
How do you deal with a major financial or life decision? When this happens there can be many choices that you need to make. Without the right decision-making framework, navigating these choices can lead to analysis paralysis. Allison Berger joins … Continued. The post How to Create a Framework for Navigating Major Financial Decisions, Ep #168 appeared first on Financial Symmetry, Inc.
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Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
XY Planning Network
JULY 11, 2022
6 MIN READ. Investopedia.com defines direct indexing as “an approach to index investing that involves buying the individual stocks that make up the index, in the same weights as the index.” For example, rather than owning a mutual fund or ETF that tracks the S&P 500, investors can replicate the index, meaning they would own all of the individual 500 stocks that comprise the index.
Clever Girl Finance
JULY 11, 2022
Money spending problems are a real thing. Whether you spend too much or have a problem spending money at all, it’s a big deal. Your spending habits impact your personal finances in a major way. If you are ready to tackle your money spending problems, then we can help! In this article, we’ll explore different spending issues and identify steps that will help you move forward.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Don Connelly & Associates
JULY 11, 2022
Nailing that initial prospect meeting is crucial if you are to have any chance at starting a relationship. If you follow your first meeting preparation checklist to a T, you’ve established good rapport, shown your authentic self, listened more than talked, and pinpointed the person’s pain points. You mapped out the initial steps to address their biggest concerns and got agreement to forge ahead.
Cornerstone Financial Advisory
JULY 11, 2022
Presented by Cornerstone Financial Advisory, LLC. In a holiday-shortened trading week, stocks rallied despite mixed economic data and vacillating energy prices and bond yields. The Dow Jones Industrial Average increased 0.77%, while the Standard & Poor’s 500 rose 1.94%. The Nasdaq Composite index picked up 4.56% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, edged 0.46% higher. 1,2,3.
Trade Brains
JULY 11, 2022
Emami Vs Dabur India: Investing in what you consume’ has been a trend for quite some time now. This is because of the reason that these stocks generally fall under the category of growth stocks. As the name suggests, these stocks tend to have a higher growth potential which can lead to high returns. In this article on Emami Ltd. VS Dabur India Ltd., we will take a look at two of the biggest FMCG companies in India.
MainStreet Financial Planning
JULY 11, 2022
Making your home a sanctuary can improve your quality of life, but it can come with a high price tag! Having the right plan in place to pay for the renovations can reduce stress so you can enjoy your new space. Whether you are moving into a new home that needs some work or looking to refresh your long-time home, renovations can be expensive. At MainStreet, we encourage you to develop the habit of saving up for home remodeling goals so that you can pay for them.
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
Getting Your Financial Ducks In A Row
JULY 11, 2022
Photo credit: jb. There is a portion of your Social Security statement that is often a source of misunderstanding. The portion I’m talking about is the projection chart on the right-hand side of the first page. If you’ll take a look at this portion of the statement, you’ll see a projection of your Social Security retirement benefits, at each age between 62 (unless you’re already past that age) up to age 70.
Trade Brains
JULY 11, 2022
Top Insurance Stocks in India: Insurance companies come among the top picks for long-term investments. Not only do they make a great addition to any investor’s stock portfolio, but they also remain stable or do well during recessions, strong economies, and anytime in between. The insurance industry remained strong even in the midst of the global crisis and uncertainty caused by the pandemic.
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