Nerd's Eye View

SEPTEMBER 2, 2022

From there, we have several articles on investments: How Morningstar plans to simplify its rating system amid continued concerns about its effectiveness. Why market capitalization might not be the most accurate way to value the cryptocurrency market.

Financial Planner 187

Financial Planner Strategic Planning Retirement Planning Retirement 187

Good Financial Cents

DECEMBER 14, 2022

Financial managers are similar to personal financial advisors, except they monitor businesses’ financial well-being instead of individuals. Most financial managers have previous experience working in market analysis and forecasting positions similar to this one. Financial Examiner. Hedge Fund Manager.

Compliance 87

Compliance Budgeting Accounting Insurance 87

Zoe Financial

APRIL 17, 2023

Which is best for you, traditional pre-tax or Roth after-tax saving, is a question most easily answered with the help of a financial planner who can evaluate your lifetime tax rates. You should also consider your market outlook when timing contributions.

Taxes 40

Taxes Retirement Tax Planning CFP 40

The Big Picture

MAY 7, 2024

Joanne Bradford has had a fascinating career in technology, marketing and finance. She was Chief marketing officer at SoFi. You know, we look at these economic busts or these market crashes, and it’s obvious in hindsight what spectacular opportunities there they were. She was Chief Revenue Officer at Microsoft.

Startup 143

Startup Advertising Engineering Numbers 143