Wed.Jul 06, 2022

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Minimizing Advisor-Client Value Conflicts Using The Principles Of Aikido

Nerd's Eye View

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

Clients 168
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How Does The Stock Market Affect The Economy?

Trade Brains

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
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What Are the Benefits of Delaying Social Security?

Mullooly Asset Management

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 […].

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Understanding Your Retirement Income Needs

Integrity Financial Planning

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.

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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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Private Student Loans 101: 6 Tips and Strategies Parents Should Know

Good Financial Cents

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

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The Impact of Public Retirement in Texas

Park Place Financial

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.

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What happened to Indiabulls Housing Finance?

Trade Brains

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.

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[cdata[ 10 Useful Terms you must know before Shopping for a Personal Loan ]]

oXYGen Financial

![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.

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Episode #427: Mark Yusko – “With Every Investment We Become Richer or Wiser, Never Both”

Meb Faber Research

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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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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6 Best Crypto Wallets of July 2022 – Hot & Cold Options

Good Financial Cents

Where investors use crypto exchanges as trading platforms to buy, sell, and trade various cryptocurrencies, the best cryptocurrency wallets give them a place to store their digital assets. This distinction is important since crypto exchanges don’t always offer the best security, and since having a digital wallet ensures you always have exclusive access to your own private keys.

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Wednesday Fund Roundup

Random Roger's Retirement Planning

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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Constructive, Not Complacent | Weekly Market Commentary | July 5, 2022

James Hendries

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.