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Helping Clients Grasp Abstract Retirement Income Strategies With Historical Market Visualization

Nerd's Eye View

Yet while these tools offer mathematical metrics, they often fall short in helping clients connect the numbers to their real lives. With reliable data from more than a century of market history, advisors can anchor planning scenarios in real events that clients may already be familiar with through lived experience or cultural memory.

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10 Biggest Ideas in “How NOT to Invest”

The Big Picture

The challenge in writing How NOT to Invest was organizing a large number of ideas, many of which were only loosely connected, into something coherent, understandable, and, most importantly, readable. Bad Numbers : 4. We are too often swayed by recent events. It is March 18th! Publication day is finally here!

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Why Gen 2 Advisors Are a Flight Risk

Wealth Management

Number 8860726. Brown did the math and decided he needed about 20 clients to break even. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy

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When is the Best Time for a Roth Conversion?

Darrow Wealth Management

Tax-free withdrawals Five years after the year in which you make a Roth conversion or first open the account youre able to withdraw funds for qualifying events without a penalty. A spouse may also elect to defer RMDs if they inherit the account. Funds that have already been taxed wont be subject to double-taxation.

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What Triggers an IRS Audit?

Harness Wealth

The people who undergo an audit have been selected due to a number of red flags that the IRSs computer-based system has detected. Common mistakes that can trigger an IRS audit There are a number of key red flagsranging from mistakes made on tax returns to specific financial circumstancesthat can attract IRS scrutiny.

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Transcript: Velina Peneva, Swiss Re Chief Investment Officer

The Big Picture

I took a lot of math classes. I couldn’t give up math in computer science. Very unusual number of years in a row. I had no idea private equity was putting up those sort of numbers back then. So every time you open the paper and there’s a big event, you should think of Swiss Re really and what the impact is.

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Transcript: Stephanie Kelton on US Fiscal Policy and the ‘Deficit Myth’

The Big Picture

So number one on the New York Times list? 00:22:23 [Speaker Changed] Not number one, but it was in the top f whatever it made the list. Wasn’t the Excel spreadsheet error, which changed their math. Time, it, it seemed like a big number at the time, 787 billion. And he said, I wanna be the first to congratulate you.

Economy 144