A Wealth of Common Sense

SEPTEMBER 11, 2022

Following the Great Financial Crisis of 2008 a number of macro doom-and-gloomers began predicting a collapse of the U.S. dollar. The Fed was “printing” trillions of dollars. Interest rates had never been that low before. It was an appealing narrative if you were someone stuck in the negative feedback loop of the biggest economic crash since the Great Depression.

Economics 144

Economics Numbers 144

oXYGen Financial

SEPTEMBER 11, 2022

![CDATA[ To wait or not to wait, that is the question. 80% of retirees wait until their RMD (Required Minimum distribution) date to begin tapping into their retirement. Is this wise? Your individual circumstances need to be examined and you also must ask why the rules keep changing. RMD requirements came out of legislation in 1974 called ERISA. This was a massive piece of legislation that.

Distribution 105

Distribution Retirement 105

Calculated Risk

SEPTEMBER 11, 2022

Note: This is the first week, since the onset of the pandemic, with the occupancy higher than the comparable week in 2019. From CoStar: STR: Weekly US Hotel Rates Outpace Pre-Pandemic Level by More Than 20% U.S. hotel performance dipped from the previous week but continued to improve in comparison with 2019, according to STR‘s latest data through Sept. 3.

98

98

BlueMind

SEPTEMBER 11, 2022

Category: Clients Risk. Determining the risk profile is essential so that you may construct a feasible financial strategy for your client’s goals. However, it should be well understood that a client’s financial profile includes their risk tolerance and their risk capacity. In this article, although we will be focusing on the latter one and why it is significant to determine your client’s risk capacity let’s first understand the difference between the two.

Risk Tolerance 98

Risk Tolerance Clients Portfolio Investing 98

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.

Trade Brains

SEPTEMBER 11, 2022

Apollo Hospitals Vs Fortis Healthcare: The Covid-19 pandemic shed light on the infrastructural capabilities of hospitals, not only in India but also in the rest of the world. A strong health care sector is not only essential for the wellness of the people but also for strong economic growth. In this article, we will have a look at two of the biggest players in the healthcare sector Apollo Hospitals Vs Fortis Healthcare.

Healthcare 52

Healthcare Portfolio Medical Valuation 52

SEI

SEPTEMBER 11, 2022

CTA IAS Growthlab growth by specialization paper. lsmith. Sun, 09/11/2022 - 11:46. Download the paper. Include Image (left or right). Asset. Investing_Goals_wood_block_stairs.jpg. Alt Text. Image of a hand completing a wood puzzle depicting ascending stairs, as a metaphor for potential investment performance. Right. By 2030, your clients and what they expect from you will be dramatically different.

Assets 52

Assets Clients Investing Investments 52

James Hendries

SEPTEMBER 11, 2022

Understanding long-term capital gains taxes when you sell investments. Market downturns could be a good time to adjust your fund portfolio to minimize the tax bite. Here’s how to calculate the best ways to do that – now and in the future. Taxable accounts you hold longer than a year incur long-term capital gains taxes when you sell investments. You realize losses or gains, meaning your losses are subtracted from the gains and, if the result is positive, your gains are taxed at the preferable lon

Taxes 52

Taxes Marketing Marketing Accounting 52

David Nelson

SEPTEMBER 11, 2022

David weighs in on several stories hitting the tape including censorship, section 230 and the Fed.

Economy 52

Economy 52

The Big Picture

SEPTEMBER 11, 2022

Morning reads will be at Futureproof and on hiatus this week; We will return to our regular schedule next weekend. Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • A Ruling Untethered to the Law : By appointing a special master to review the Mar-a-Lago documents, Judge Aileen Cannon gave Trump the special treatment he asked for—and undermined the values of her profession. ( The Atlantic ). • What’s the deal with all those weird wrong-number texts?

Startup 156

Startup Wealth Management Accounting Numbers 156

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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.

Banking

David Nelson

SEPTEMBER 11, 2022

David joins Fox Business Anchor Maria Bartiromo.

Economy 52

Economy 52

Abnormal Returns

SEPTEMBER 11, 2022

Strategy Time in the market trumps bad market timing. (compoundadvisors.com) Brett Steenbarger, "Overtrading is a failure of vision." (traderfeed.blogspot.com) Disney Disney ($DIS) is no hurry to get rid of ESPN. (variety.com) ESPN is a big domino in the sports betting space. (frontofficesports.com) Fund management Vanguard is gaining ground on Blackrock ($BLK) in ETFs following a very different strategy.

Financial Advising 130

Financial Advising Manufacturing Media Economy 130