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Practical Lessons from Andy Constan | Bridgewater, Macro Pillars and Navigating Deleveragings

Validea

Drawing from multiple conversations with Andy, they explore: Andy’s experience at Bridgewater Associates and their fascinating approach to systematic investing The four pillars of macro analysis that help make sense of complex market environments A practical framework for evaluating market deleveraging events Essential lessons about personal (..)

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Can You Live Off Dividends In Retirement?

Darrow Wealth Management

If you’re not working with a financial advisor , seriously consider your appetite for ongoing portfolio management, fund analysis, rebalancing, etc. Important disclosure This is a general communication for informational and educational purposes only. How much money do you need to live off dividends?

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Why a CFP course is the smartest step in your Financial Career?

International College of Financial Planning

We have a great deal of participation in high ticket size products like Portfolio Management Services (PMS) & Alternative Investment Funds (AIF). Some mind-boggling statistics at this point in time, the MF AUM is in excess of 70 Lakhs crores as of end May 2025.

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2025 Wealth Preservation Strategies

WiserAdvisor

For families with children or grandchildren, contributing to a 529 education savings plan can also be a smart move. These plans grow tax-free, and withdrawals are tax-exempt when used for qualified education expenses. Use Separately Managed Accounts (SMAs). Moreover, your money grows through the power of compound growth.

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Financial Advisors Communicating About Market Volatility

Indigo Marketing Agency

Right now, your clients dont just need portfolio management; they need perspective. When clients feel confident and educated, theyre more likely to stay with their advisor rather than making impulsive investment decisions. Thats where financial advisors come in! They need to hear from you.

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Transcript: Jonathan Clements

The Big Picture

He also worked as director of financial Education at, at Citigroup. And even before I went to Cambridge, I actually spent eight months working for a little suburban newspaper outside of Washington DC and in many ways it was the most fun and the most educational experience I had in journalism. He wrote over a thousand columns.

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2024 Forecasting Follies

The Better Letter

He picked Adtalem Global Education (+54 percent), Stericycle (currently subject to a tender offer at a healthy premium ), Sphere Entertainment (+19 percent), Envista Holdings (-20 percent), and Leslies (-68 percent). Rogers, Jr.,