Clever Girl Finance

MAY 12, 2023

To make that goal into a reality, you need to learn how to FI or achieve financial independence. The FI formula How to FI: 5 Steps to reach financial independence Expert tip Understanding your financial independence number Determining your years to FI How many years until reaching your goal? What is FIRE? What is FIRE?

Retirement 59

Retirement Numbers Insurance Accounting 59

The Big Picture

JULY 11, 2023

Just an incredible, insightful conversation about how to build a company, how to grow through acquisitions, how to make sure everybody on your team understands their role, is appreciated, and is acting and performing at the highest levels. Jenny Johnson is CEO of investment giant Franklin Templeton. They run about a $1.5

Management 211

Management Investing Investments Assets 211

Brown Advisory

AUGUST 14, 2023

Download it here > The Hidden Trouble Within Dear Fellow Investors, We have fielded a number of questions over the past six months from clients and prospects about how we think about and control factor risks within the Global Leaders strategy. We need to view the complete portfolio; it is not just a collection of 30-40 great companies.

Investing 52

Investing Investments Portfolio Accounting 52

Sara Grillo

JUNE 12, 2023

Not the premium – but the actual costs of the insurance policy. When you pull back the curtain you see that insurance costs are often excessive – but the illustration will never tell you that! Take a typical insurance illustration. Let’s look at the policy in the 25 th year. So please subscribe!

Insurance 59

Insurance Clients Financial Advisor Math 59

Good Financial Cents

OCTOBER 24, 2022

Life insurance is about making final provisions for your loved ones in the event of your death. But there’s more involved in those provisions than just life insurance. And that’s where Fabric by Gerber Life can help. Table of Contents Announcement: Fabric is now Fabric by Gerber Life. Key Takeaways.

Insurance 52

Insurance Medical License Insurance Coverage 52

Good Financial Cents

JULY 25, 2022

Did you know that the average American has a nearly 70% chance of needing some form of long-term care upon reaching age 65 ? But did you also know that you may be able to prepare for the event by purchasing long-term care insurance? That’s why we’ve prepared this guide of the 7 best long-term care insurance of 2022.

Insurance 52

Insurance Assets Planning Healthcare 52

Good Financial Cents

NOVEMBER 2, 2022

If you’re looking for a simple life insurance policy that you can obtain quickly and for the lowest possible premium cost, you need to check out Ladder Life. But the most unique feature of Ladder Life is the ability to either increase or decrease your coverage, as needed. Ladder Life Insurance.

Insurance 91

Insurance Insurance Coverage Medical Certification 91

Good Financial Cents

JULY 14, 2022

Travel can be one of the most pleasurable activities in life. And that’s where travel insurance comes into the picture. For a relatively small additional cost, you can add a travel insurance plan to your itinerary that will give you complete peace of mind on your trip. That is, as long as nothing goes wrong.

Insurance 62

Insurance Medical Insurance Coverage Planning 62

Sara Grillo

NOVEMBER 14, 2022

Given the sorry state of America’s finances, how are average households going to address income “sustainability” over 3+ decades? He is a flat fee advisor; not a licensed insurance agent. Yet the investment and insurance communities seem to be on two different sides of the fence when it comes to a solution.

Insurance 59

Insurance Retirement Financial Advisor License 59

The Big Picture

FEBRUARY 13, 2023

And this is just a masterclass in how to manage assets, think about your career, understand the relationship between markets, between fixed income, the Fed, the dollar, sentiment, consumer spending, just everything is related and understanding what matters when is the key to your success. He helps to oversee $2.5 RIEDER: Yeah.

Economy 140

Economy Numbers Portfolio Marketing 140

Brown Advisory

MARCH 27, 2023

This is how banks generate revenue. The most basic way to think about the difference in interest rates is the cost of time. Rarely, however, does not mean never. Think of the deposits as passengers and the loans as life boats. In today’s note, we take a deep dive into the global banking system. And time has value.

Banking 90

Banking Economics Insurance Assets 90

Sara Grillo

MAY 23, 2022

Financial planning is offered as a stand-alone product; it is the only thing that an advice-only financial planner does. They may provide general guidance on how to manage your investments, such as helping you assess your risk, but they do not implement investment recommendations on the client’s behalf. So please subscribe!

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Good Financial Cents

JULY 11, 2022

Unfortunately, it’s hard enough for some people to figure out how to create a single income stream, let alone more than one. I knew I wanted to work hard and make money, but I wasn’t sure how. Income rolling in from all over the place sounds great, right? I felt the same way when I started learning about money a long time ago.

Financial Advisor 116

Financial Advisor Accounting Insurance Media 116

Good Financial Cents

DECEMBER 7, 2022

Too many “how to make money” list are filled with bad ideas that will waste your time chasing after a couple of dollars here and there” Too many “how to make money” lists are filled with bad ideas, i.e., paid surveys and online games, that will waste your time chasing after a couple of dollars here and there.

Advertising 64

Advertising Electronics Media Clients 64

Good Financial Cents

AUGUST 19, 2023

Do you think a million-dollar term life insurance policy sounds like too much insurance? A million-dollar term life insurance policy might actually be the minimum coverage needed for the typical middle-class household, but it’s affordable.

Insurance 97

Insurance Insurance Coverage Medical Certified Financial Planner 97

Sara Grillo

SEPTEMBER 12, 2022

In our debate we will discuss the following questions: The CFP Board harms consumer through its multi-million dollar ad campaigns by suggesting that CFPs are more ethical than non-CFP financial planners and by suggesting that its member standards are higher than those of regulatory agencies. Are they getting a raw deal?

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Aleph

APRIL 4, 2023

Mar 31, 2023 How wild was Treasury trading this month? link] Much wilder than normal, but still, it’s a pretty liquid market. Mar 27, 2023 ‘Bonkers’ Bond Trading May Be Sending a Grim Signal About the Economy [link] When future policy is very uncertain, you should expect high volatility in fixed income.

Banking 59

Banking Economics Advertising Insurance 59

The Big Picture

JUNE 20, 2023

The current book is called “These Are the Plunderers, How Private Equity Runs and Wrecks America” That’s a little bit of a sensationalistic headline. We looked at everything from retail to nursing homes to hospitals to insurance companies to manufacturers. How do you go from that to being a financial columnist?

Insurance 140

Insurance Healthcare Retail Medicine 140

The Big Picture

MARCH 12, 2024

Sean Dobson has really had a fascinating career as a real estate investor, starting pretty much at the bottom and working his way up to becoming a investor in a variety of mortgage backed securities, individual homes, commercial real estate, really all aspects of the finding, buying and investing in, in real estate. What does that mean?

Banking 140

Banking Investing Investments Marketing 140

The Big Picture

APRIL 25, 2023

He is the founder of MarketCounsel, which is one of the leading firms in that space, as well as the Hamburger Law Firm. I know Brian for, I don’t know, a dozen years, maybe longer, but I’ve really gotten to know him over the past couple of years. With no further ado, MarketCounsel’s Brian Hamburger. It’s so great to be here.

Compliance 150

Compliance Wealth Management Clients Management 150

The Big Picture

JULY 31, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, Liz Hoffman comes in to tell us about writing “Crash Landing” which I found to be a fascinating book about telling the story of the pandemic that we all just lived through. The CEO of Delta, of Hilton, of Ford, of Goldman Sachs, of Morgan Stanley, of Airbnb. RITHOLTZ: Really?

Retail 130

Retail Government Economy Economics 130

Brown Advisory

MAY 16, 2016

Berkshire’s largest business is property and casualty insurance, with GEICO the most recognizable brand. This year, for the first time, the meeting was webcast, so in-person attendance declined a bit from the record 45,000 at the 50th anniversary meeting in 2015. These are my notes rather than a transcript. Berkshire Hathaway.

Insurance 52

Insurance Investing Investments Banking 52

The Big Picture

APRIL 11, 2023

Start with valuation, what is a company worth and why, move towards what are the things that drive valuations, and then expand out to what happens to valuations over the lifecycle of a company, and why those life cycles are getting increasingly shorter over the past few decades. What can I say about his breadth and depth of expertise?

Valuation 282

Valuation Education Numbers Government 282

The Big Picture

APRIL 2, 2024

He is, he’s been here about half his life. What really makes people happy and how significant having or not having a, a college degree, you know, the United States has very much become a bifurcated nation. Angus Deaton : Thank you very much for having me. How do they all relate to each other? What a delight.

Healthcare 140

Healthcare Medicine Economics Numbers 140

The Big Picture

MAY 2, 2023

And it’s turned into a $100 million business with incredible investors and just a huge brand on the internet. And it’s turned into a $100 million business with incredible investors and just a huge brand on the internet. How do you hire people? How do you go out and find investors? And that was 15 years ago.

Retail 158

Retail Insurance Advertising Numbers 158

Brown Advisory

AUGUST 1, 2018

Buffett is almost 88 years old and still going strong, though he has prepared for his succession by naming Ajit Jain to oversee insurance and Greg Abel to oversee the noninsurance businesses. Listening to Buffett and Munger, you get a course in business, investing and decision-making drawn from their combined 182 years of life experience.

Assets 52

Assets Investing Investments Insurance 52

Brown Advisory

AUGUST 1, 2018

Buffett is almost 88 years old and still going strong, though he has prepared for his succession by naming Ajit Jain to oversee insurance and Greg Abel to oversee the noninsurance businesses. Listening to Buffett and Munger, you get a course in business, investing and decision-making drawn from their combined 182 years of life experience.

Assets 52

Assets Investing Investments Insurance 52

Aleph

MARCH 18, 2023

Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Twitter birds run by a bank run Financial Regulation and Policy Dodd Frank Was Never Gutted – It Was Barely Touched [link] Interesting sidelights on how little Dodd-Frank got changed Mar 18, 2023 Banks borrowed a combined $164.8

Banking 59

Banking Government Budgeting Insurance 59