Fri.Mar 18, 2022

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Retirement Expectations vs. Reality 2022

The Financial Literates

If you have crossed your thirties or forties, then sometimes you must have probably found yourself dreaming about post-retirement life. You might have questions like: Where will you live – same home/city or somewhere else? How much are you going to travel? How are you going to spend and enjoy the luxuries?

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CIO Perspectives Webinar, 2022 Asset Allocation Outlook

Brown Advisory

CIO Perspectives Webinar, 2022 Asset Allocation Outlook mhannan Fri, 03/18/2022 - 06:42 Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. The war in Ukraine is causing even more uncertainty. High levels of innovation and productivity, as well as the growing hope that the worst of the COVID-19 crisis is behind us, have given investors reasons to be optimistic for the future.

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How to Evaluate Your Equity in a New Role

Harness Wealth

In this article on evaluating startup offers, we discuss: What’s typically shared about equity? How does company equity work? How much equity are you actually being offered? What has to happen for me to own it? What will it be worth? How much will I be able to net after taxes? What’s typically shared about equity: Type of Equity – Incentive stock options (ISOs), Non-qualified stock options (NSOs), Restricted stock units (RSUs).

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Retirement Expectations vs. Reality 2022

The Financial Literates

If you have crossed your thirties or forties, then sometimes you must have probably found yourself dreaming about post-retirement life. You might have questions like: Where will you live – same home/city or somewhere else? How much are you going to travel? How are you going to spend and enjoy the luxuries? Whatever dreams or […].

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2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

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

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CIO Perspectives Webinar, 2022 Asset Allocation Outlook

Brown Advisory

CIO Perspectives Webinar, 2022 Asset Allocation Outlook. mhannan. Fri, 03/18/2022 - 06:42. Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. The war in Ukraine is causing even more uncertainty. High levels of innovation and productivity, as well as the growing hope that the worst of the COVID-19 crisis is behind us, have given investors reasons to be optimistic for the future.

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Do we need a risk management framework?

Norman Marks

A single word can change so much. For example, the traditional way of thinking about responses to risk includes the expression “accepting risk”. (The options are avoiding, transferring, or mitigating. The idea of taking more (!) is ignored.) That is so passive! In order to succeed, whether in life or in business, people need to […].