The Big Picture

APRIL 27, 2024

Now they need to fall — fast. ( Now It Must Remake Itself. Let me say, right off the bat, that I don’t think there’s a definitive answer to this. but I am past the midway point and making good progress! Vox ) • Tesla Is Not the Next Ford. It’s the Next Con Ed. Elon Musk’s EV empire is crumbling.

Banking 130

Banking Sales Investing Investments 130

Sara Grillo

APRIL 19, 2024

” I’m going to answer that question in this blog about financial advisors stealing money and how to protect yourself. I’m not a lawyer – so please don’t interpret anything I say here as legal advice. I wrote a bunch of consumer advocacy blogs here to protect people from all the BS.

Financial Advisor 95

Financial Advisor Financial Advice Accounting Compliance 95

Random Roger's Retirement Planning

APRIL 18, 2024

I bought 100 shares on its first or second day of trading last fall for $2017 and I sold it today for $2114 which includes reinvesting the dividends. I made 4.8% Defiance did a good job setting the expectation when I asked that they thought it would look like a covered call fund and I believe QQQY met that expectation.

Clients 86

Clients Investing Investments Taxes 86

The Big Picture

JULY 17, 2023

Money makes the world go round. If you want to become wealthy, go where the money is. If you want to get rich in the markets, there are a few things you need to know that very few people will tell you. But I’m going to share with you the ten ways I know where you can get score big in the markets.

Marketing 246

Marketing Marketing Commission Investing 246

The Big Picture

SEPTEMBER 19, 2022

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, what can I say, I have yet another extra special guest, Albert Wenger, managing partner at Union Square Ventures. I found this conversation to be really intriguing. And I’ve stuck with that, my entire life. We kind of managed to get through that.

Valuation 289

Valuation Investing Investments Engineering 289

The Big Picture

AUGUST 8, 2023

My Tuesday morning train reads: • A Fed Official Wonders: ‘Do We Need to Do Another Rate Increase?’ New York Times ) • ‘Psychology of Money’ Author Morgan Housel on the Secret to Good Investing : “I’m not an investor. . And I’m not a journalist because I don’t have sources. I don’t have editors.

Economy 244

Economy Financial Advisor Investing Investments 244

The Big Picture

SEPTEMBER 28, 2023

I have been watching various sentiment polls and Right/Wrong Track questionnaires with detached bemusement. Bemused because they are so silly, and detached because I know I can’t change human nature. I wouldn’t call these issues unprecedented, but they are somewhat unusual. Revisit to see if we need to repeat.

Government 291

Government Medicine Economy Healthcare 291

The Big Picture

SEPTEMBER 14, 2022

CNBC analysts confidently asserted it had something to do with the Senegalese money supply but others pointed to revised monthly figures showing a poor tuna haul off the Peruvian coast. I thought the market was overvalued at 8000,” says Chris Clough of Travelers-Citicorp-Disney-American-Express-Baskin-Robbins-Lynch & Jenrette.

Marketing 338

Marketing Marketing Financial Services Accounting 338

The Big Picture

MARCH 16, 2023

While I can’t guarantee you nothing untoward will occur, I can tell you this is not the subprime/securitized mortgage debacle that metastasized into the 2007-09’s Great Financial Crisis. There are surely parallels between then and now (as there always are). How many of you thought, “ Here we go again. ”? What don’t we know?

Banking 335

Banking Accounting Insurance Management 335

The Big Picture

DECEMBER 27, 2023

For more info, see: Miller Samuel Bio LinkedIn Twitter ~~~ Find all of the previous At the Money episodes here , and in the MiB feed on Apple Podcasts , YouTube , Spotify , and Bloomberg. Still, there are plenty of big mistakes that you can make as a seller that cost you a ton of money. Some people price their houses too high.

Sales 140

Sales Numbers Marketing Marketing 140

Clever Girl Finance

MARCH 19, 2024

Learning how to make a money vision board can be incredibly helpful for financial management. Why is a money vision board a good idea? Why is a money vision board a good idea? Using a vision board to achieve your money goals Expert tip: Keep a positive money mindset How do you format a vision board?

Retirement 79

Retirement Budgeting Accounting Planning 79

The Big Picture

JANUARY 9, 2024

 The transcript from this week’s, MiB: Matt Levine on Money & Stuff , is below. 00:00:06 [ Barry Ritholtz ] This week on the podcast, I have an extra special guest. . ~~~ 00:00:00 This is Masters in business with Barry Ritholtz on Bloomberg Radio. Matt Levine writes The Money Stuff Daily newsletter for Bloomberg.

Retail 130

Retail Banking Math Management 130

The Big Picture

JANUARY 3, 2024

At The Money: Contrarian Investing. In this episode, I speak with Michael J. For more info, see: Morgan Stanley Bio Personal website LinkedIn Twitter ~~~ Find all of the previous At the Money episodes here , and in the MiB feed on Apple Podcasts , YouTube , Spotify , and Bloomberg. You don’t need to follow anybody.

Investing 180

Investing Investments Assets Numbers 180

The Big Picture

MAY 1, 2023

The first was don’t lose money. I don’t like to lose.” It Now Needs Many : Sparklines Shipowners and operators know they must decarbonize, but the industry must be ready to handle not one but many alternatives to petroleum products – from liquefied natural gas to nuclear. The easy part is over.

Math 273

Math License Economy Economics 273

Carson Wealth

FEBRUARY 27, 2024

By Erin Wood, CFP ® , Senior Vice President, Financial Planning and Advanced Solutions, Carson Group      Do I need a financial advisor? Given what I do for a living, I get this question a lot. I may be biased, but I think almost everyone would benefit from some kind of advice for their money.

Financial Advisor 52

Financial Advisor Financial Advice CFP Financial Planning 52

The Big Picture

FEBRUARY 21, 2024

At the Money: David Dunning professor of psychology at the University of Michigan (January 10, 2024) How well do you understand yourself? For more info, see: Professional Bio Google Scholar Twitter ~~~ Find all of the previous At the Money episodes here , and in the MiB feed on Apple Podcasts , YouTube , Spotify , and Bloomberg.

Media 140

Media License Planning Economics 140

The Big Picture

JANUARY 17, 2024

 At The Money: Meir Statman on What Investors Really Want , (January 17, 2024) What do investors really want? I speak with Professor Meir Statman of Santa Clara University — he is an award-winning expert on investor behavior and financial decision-making. Many of which have nothing whatsoever to do with money.

Portfolio 130

Portfolio Investing Investments Retirement Planning 130

The Big Picture

AUGUST 7, 2023

I am not attuned to this market environment, and I don’t wanna spoil a decent record by trying to play a game I don’t understand so i can go out a hero.” He now hosts a podcast on Wondery, Ten Percent Happier with Dan Harris. ” ( St. ” ( St. Here’s How to Profit. Starter Home.

Economy 243

Economy Startup Food Numbers 243

Clever Girl Finance

FEBRUARY 18, 2024

Many people look at their spending habits and decide that more money should stay in their bank account. Define your money goals 2. How do I stop shopping as a hobby? Why can’t I quit shopping? Articles related to quitting shopping You can learn how to stop shopping and save money! ” Table of contents 1.

Budgeting 74

Budgeting Accounting Planning Retirement Planning 74

The Big Picture

NOVEMBER 30, 2022

Imagine I present to you a magical box that can turn your money into more money. The only problem is that you don’t know exactly how much more money you’ll get from this box. Also, there’s one final catch—you have to wait many decades for this extra money to materialize. Of Dollars And Data ). •

Consulting 267

Consulting Economics Assets Investing 267

Carson Wealth

MARCH 19, 2024

I’m convinced the adage that “we buy things we don’t need with money we don’t have, to impress people we don’t like” hits way too close to home. But I talked in these previous episodes about how focusing on what you can control is far more helpful than trying to influence something you have no control over.

Tax Planning 52

Tax Planning Taxes Planning Wealth Advisor 52

The Big Picture

DECEMBER 5, 2023

00:00:07 [Barry Ritholtz] This week on the podcast, I have an extra special guest. Then I think you’re gonna find this to be a fascinating conversation. I found this conversation to really be intriguing and I think you will also, with, with no further ado, my discussion with American Security, CEO, Michael Fish.

Investing 173

Investing Investments Management Numbers 173

Mr. Money Mustache

FEBRUARY 3, 2024

– The other day, an MMM reader stopped by and left the following comment on one of my older posts about the principles of FIRE: “While I still find some of MMM’s advice relevant, it seems like every FI blogger out there worked in tech 20 years ago, pulled down a 6 figure salary and bought a house for a bag of potatoes before 2019.

License 127

License Engineering Budgeting Manufacturing 127

Steve Sanduski

APRIL 22, 2024

” Since I believe that every client deserves to be well taken care of and that one client shouldn’t be subsidizing another I thought, “There must be a better way.” Now double it and then halve it. This range can now serve as a benchmark for your financial advice business.

Clients 59

Clients Financial Advice CFP Numbers 59

Integrity Financial Planning

MARCH 5, 2023

Are you unsure of how much money you will need in retirement? This blog will give you some tips on how to begin estimating your needs in the future, as well as some tips on how to increase the longevity of your savings. How Much Should I Spend? How Much Income Will I Have? Should I Prepare for Long-Term Care?

Retirement 93

Retirement Retirement Planning Planning Budgeting 93

Walkner Condon Financial Advisors

NOVEMBER 28, 2023

What are I Bonds? I Bonds are a type of government savings bond issued by the United States Department of the Treasury. They are a low-risk investment vehicle designed to help individuals save money over the long term and protect from inflation. How is the interest rate on I Bonds calculated? They are backed by the U.S.

Education 105

Education Risk Tolerance Taxes Financial Advisor 105

Mr. Money Mustache

SEPTEMBER 4, 2023

Suddenly, after at least fourteen years of our financial world being mostly the same, somebody flipped over the table and now things are quite different. – Which brings up a few questions about whether we need to worry, or do anything about this new development. . What if I want to buy a house?

Economy 118

Economy Banking Budgeting Investing 118

Clever Girl Finance

FEBRUARY 2, 2024

The SEP-IRA (AKA Simplified Employee Pension) Expert tip: Understand your risk tolerance How to save for retirement in your 20s when you’re just starting out How much should I contribute to my 401(k) in my 20s? How do I start putting money away for retirement? How much should I contribute to my 401k in my 20s?

Retirement 81

Retirement Risk Tolerance Taxes Accounting 81

Random Roger's Retirement Planning

FEBRUARY 9, 2024

There has long been a sentiment that believes indexing is dumb money. I don't know whether Einhorn believes indexing is dumb money or not, I think he is alluding to that idea but I don't know. More "dumb money" should be an opportunity to exploit indexed money flows and deliver even more alpha.

Investment Advisor 55

Investment Advisor Management Taxes Portfolio 55

Clever Girl Finance

MARCH 29, 2024

You can structure your budget around your paychecks so you don’t miss anything with your money, and you can find out how here! I have more control over my finances than ever before by budgeting this way. If you are curious, I’ve got you covered with this guide on creating a biweekly budget.

Budgeting 82

Budgeting Planning Accounting Management 82

Random Roger's Retirement Planning

APRIL 16, 2024

This is an ongoing series that started when I was 40 with the intention of sort of updating the post at milestone birthdays. The point is to track how my views on various things might evolve or change dramatically and to hold myself accountable for any lifestyle opinions/advice I might write about.

Retirement 67

Retirement Planning Investment Advisor Food 67

Random Roger's Retirement Planning

FEBRUARY 10, 2024

That may not be a great description, read it for yourself but there was a useful question that I think is becoming more relevant. With more years available to study 4% withdrawal outcomes, the odds of getting to the end and leaving a lot of money unspent that could have otherwise made for a better quality of life are quite high.

Numbers 76

Numbers Portfolio Retirement Clients 76

Clever Girl Finance

MARCH 9, 2024

Staying focused with money can be challenging for many of us (raising my hand here!). Why can’t I stay on a budget? In this article, I’ll go over key tips and techniques to show you how to stay organized and not overspend with money. As they say, we can’t move forward if we don’t know where we are right now.

Budgeting 75

Budgeting Accounting Planning Transportation 75

Million Dollar Round Table (MDRT)

JANUARY 29, 2023

When I encounter a client who may be hesitant about long-term planning, I often use simple explanations. I avoid insurance jargon so it’s easier for people without an insurance background to understand. For instance, I may say, “Mr. I can then explain how this works for another family similar to their own.

Clients 88

Clients Financial Planning Planning Retirement Planning 88

Clever Girl Finance

JANUARY 22, 2024

Cutting back on things like gym memberships and Starbucks might be a good way to save money, but sometimes we need more. Instead, we need to resort to living on an extreme budget and finding extreme ways to save money. Table of contents Why would you want to find extreme ways to save money?

Budgeting 64

Budgeting Food Electronics Sales 64

Random Roger's Retirement Planning

FEBRUARY 24, 2024

He said that all any investors need is a stock index fund, probably just an S&P 500 fund and a bond fund. Maybe a little into an international fund but you don't need emerging markets. Also included in the list of things investors don't need were options, preferred stocks, convertibles and private equity. Forget about 'em.

Math 70

Math Portfolio Marketing Marketing 70

MainStreet Financial Planning

APRIL 4, 2024

If your child is a sophomore in high school right now, this year is super important for your college funding plan! To be eligible for financial aid (grants & student loans) for college your child will need to submit your tax return as part of their FAFSA application when applying to colleges in their senior year.

Taxes 74

Taxes Retirement Planning Financial Planning Retirement 74