Mon.Jul 11, 2022

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3 Aspects Of Identity Covering And How It Impacts Advisors’ Happiness At Work

Nerd's Eye View

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.

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Second Edition of Pragmatic Capitalism Now Available!

Pragmatic Capitalism

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 [ … ].

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How to Create a Framework for Navigating Major Financial Decisions, Ep #168

Financial Symmetry

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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What Your Social Security Statement Is Telling You

Getting Your Financial Ducks In A Row

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.

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Register Now: Sneak Peek Into Close Automation SkyStem Web Demo

Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.

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Do You Offer Direct Indexing Yet? What You Should Know as an Advisor

XY Planning Network

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.

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The Importance of a Post-meeting Checklist

Don Connelly & Associates

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.

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Weekly Market Insight – July 11, 2022

Cornerstone Financial Advisory

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.

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Top Insurance Stocks in India – Types, Overview & Complete List

Trade Brains

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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Home renovations: Use Savings or Financing?

MainStreet Financial Planning

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.

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2024 Lending Outlook: Innovations and Evolutions in the Financial Sector

As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.

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Emami Vs Dabur India – Financials ,Future Prospects and More

Trade Brains

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.

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How do you audit enterprise risk management?

Norman Marks

The IIA published a Practice Guide, Assessing the Risk Management Process, in 2019. It is recommended guidance and not mandatory. What is mandatory in the IIA Standards is performing an assessment, and this Practice Guide (PG) is intended as helpful advice on how to do it. (While the Standards say that you must perform an […].

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Multiple Streams of Income: Long-Term Strategies for Wealth

Good Financial Cents

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.