Nerd's Eye View

JULY 6, 2022

Advisors occasionally encounter situations where their recommendations conflict with a prospect’s or a client’s opinions or beliefs. When encountering this resistance, the advisor has a choice to make: either to alter their recommendation to make it more acceptable to the client’s way of thinking, or to dig in and attempt to change the client’s mind on the subject (or, in the most extreme cases where the difference cannot be resolved, to re-evaluate the engagement and per

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Clients Asset Allocation Financial Advisor Portfolio 242

Trade Brains

JULY 6, 2022

Understanding How Does Stock Market Affect The Economy: The stock market and the economy are in a lot of talk in recent days. Seeing the market indexes declined by over 30% within a month, an obvious question among people is to understand how does the stock market affects the economy. In this article, we are going to answer the same and discuss the effect of rising or falling stock markets on the economy.

Economy 98

Economy Marketing Marketing Economics 98

Mullooly Asset Management

JULY 6, 2022

Social security benefits are a key part of any retirement plan. But deciding when to claim those benefits is something all retirees should think long and hard about. Deciding when to tap into your social security is a highly personalized decision. You paid money into the system during your working years, that money has compounded […].

Retirement Planning 96

Retirement Planning Retirement Planning 96

Good Financial Cents

JULY 6, 2022

Helping kids pay for college can be a wonderful gift, yet parents and families should always conduct due diligence before they take out any type of loan. For example, families should know exactly how much in loans they’re taking out, the interest rate they’ll be asked to pay, and the monthly payment they’ll need to plan for. Parent borrowers in particular should also understand they’ll be legally responsible for repaying student loan balances they co-sign for — even if th

Education 95

Education Accounting Planning Banking 95

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Clients

Integrity Financial Planning

JULY 6, 2022

When taking out your retirement income, it’s important to consider the source. New statements may make it easier to see what you have, but what should you focus on when making a retirement income plan? Your 401(k) statements might look a bit different starting next month. Quarterly statements will be required to include numbers on lifetime income. This will tell you what your monthly income would be based on your current balance.

Retirement 95

Retirement Retirement Planning Math Financial Planning 95

Random Roger's Retirement Planning

JULY 6, 2022

Here's a snippet from Tiger Global on how they do things. You can get a little more clicking here. If you know about their story then you might conclude they didn't quite follow their own tenets but just because it ended badly doesn't mean there is utility to be gained or some influence to be had. I've used the example of John Hussman quite a few times, he does a great job of framing the prevailing bear case and has influenced me to think about risks being elevated or not, that's useful.

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Portfolio Management Marketing Marketing 56

Park Place Financial

JULY 6, 2022

RETIREMENT PLANNING The Impact of Public Retirement in Texas Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Current and upcoming rulings are changing public retirement for Texans. Two laws in particular— Senate Bill 321 and House Bill 3898 —have significant implications for Texas citizens with public retirement plans. Learn more about this retirement legislation to determine whether or not you need to make changes to your retirement planning.

Retirement 52

Retirement Retirement Planning Certified Financial Planner Ethics 52

Trade Brains

JULY 6, 2022

Indiabulls Housing Finance: One of my favourite players of the recent past has been Manish Pandey. He was hitting centuries when he was just 19 and this even got him into the Indian national team. But since 2019 things started to turn around and his unfortunate poor form continues. In the stock market, we have many such that have been multibaggers in the past.

Financial Services 52

Financial Services Sales Investments Investing 52

oXYGen Financial

JULY 6, 2022

![CDATA[ There are a few key instances in which taking out a personal loan may be a good idea. If you are in the market, you will want to compare personal loans before agreeing to anything. This way, you know you are getting the best terms and conditions for your individual situation. Personal loans can be an extremely helpful tool. For example, personal loans can be a good way to consolidate.

Marketing 40

Marketing Marketing 40

Meb Faber Research

JULY 6, 2022

Episode #427: Mark Yusko – “With Every Investment We Become Richer or Wiser, Never Both” Guest: Mark Yusko is the Founder, CEO and CIO of Morgan Creek Capital Management and the Managing Partner of Morgan Creek Digital. Prior to founding Morgan Creek, Mr. Yusko was CIO and Founder of UNC Management Company (UNCMC), the Endowment […].

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Investments Investing Management Marketing 40

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.

Management

James Hendries

JULY 6, 2022

Stocks have been unable to make up much ground since the June 16 lows, with a bear market rally amounting to only around a 4.3% gain in the S&P 500 Index since then (as of July 1). After the more than 6% rally the week of June 24 and the increasing optimism that came with that bounce, stocks pulled back again last week—the 11 th down week for the index in the past 13 weeks.

Marketing 52

Marketing Marketing Valuation Economy 52

Steve Sanduski

JULY 6, 2022

In a Nutshell: Mastering the “soft stuff” isn’t just the hard part about building a dynamic culture — it’s the best part. The companies that are winning the ongoing battle for top talent have absolute clarity on their values, morals, ethics, commitment to diversity and inclusivity, and performance standards. And they use that clarity to create a culture by design, not by default, that the brightest and the best want to be a part of.

Ethics 52

Ethics Communication Economy Planning 52