Random Roger's Retirement Planning

APRIL 21, 2025

They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. The information, analysis and opinions expressed herein reflect our judgment and opinions as of the date of writing and are subject to change at any time without notice.

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Nerd's Eye View

JUNE 9, 2023

And given the opaque nature of many private investments, financial advisors could play an important role in helping their clients assess whether these opportunities make sense for their portfolio and broader financial plan.

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Nerd's Eye View

JULY 17, 2023

In the early days when financial advisors were first and foremost salespeople for insurance and investments products, the reality is that "advisor training and education" wasn't really about finance or advice… it was mostly just about learning how the company's products worked and how to effectively sell them to consumers.

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Abnormal Returns

FEBRUARY 26, 2023

npr.org) Occupational licensing is out of control. abnormalreturns.com) The 2023 Credit Suisse Global Investment Returns Yearbook is here! (bloomberg.com) Data from the U.S. Sentencing Commission show judges rejected more than 80% of compassionate release requests filed from October 2019 through September 2022.

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Nerd's Eye View

DECEMBER 12, 2022

Earlier this year, we introduced our own Investment Adviser Representative (IAR) CE programs that allow those in the growing number of states that have adopted the NASAA Model Rule to meet their 12 hours/year CE requirement.

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The Big Picture

AUGUST 5, 2022

There’s how you think about investment risk — and then how you feel about it. ( After NPR sent department officials written questions outlining the timeline of events, the federal agency terminated the license with the Chinese company, Dalian Rongke Power Co. It shouldn’t be. Gen Z Knows What It Wants From Employers.

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Nerd's Eye View

DECEMBER 19, 2022

all suggest that the FPA may already have some plans in place… that it just isn't ready to share yet?

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The Big Picture

MAY 3, 2023

NPR ) • Dark Clouds Over Commercial Real Estate Don’t Frighten Allocators : Prices are down and dire forecasts abound, but asset owners plan to modestly boost their CRE exposure ( Chief Investment Officer ) see also The Building Boom Is Prolonging Market Pain : Construction employment is higher than ever—undermining bets the Fed will soon pivot.

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Nerd's Eye View

NOVEMBER 29, 2022

What's unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

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Clever Girl Finance

OCTOBER 8, 2024

Is now a good time to invest? I’m sharing some key investment insights to help you navigate your financial choices and calm any worries you might have about the stock market. I’m sharing some key investment insights to help you navigate your financial choices and calm any worries you might have about the stock market.

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Random Roger's Retirement Planning

NOVEMBER 9, 2022

Various institutions have investments in the space but it is not clear to me yet how big this might be. Have you predicted any of the market calamities that have occurred in your investing lifetime? You often hear that investing is about patience. The hedge strategies, the alts, were all far behind equities. Can you do that?

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Harness Wealth

APRIL 4, 2025

How to Anticipate and Navigate Property Tax Scenarios for Businesses ( Carl Hoemke , CPA Practice Advisor) Property taxes and business license compliance present a complex landscape, especially when significant business events involving mergers, acquisitions, or expansion occur. Transfer Pricing: The C-suite Needs to be Informed ( Steven C.

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The Big Picture

APRIL 13, 2024

The idea behind the show: Short, focused conversations with experts about any and all issues that affect you and your money, from spending it to investing it. Bloomberg licensed the entire BMI/Ascap catalog, so I have access to an endless array of music from the 1940s to the present date.

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Trade Brains

JUNE 17, 2025

License Grant Update The company has received significant regulatory approval from the Department of Telecommunications, Ministry of Communications, Government of India. The company has been granted a Unified License – VSAT Virtual Network Operator (UL VSAT-VNO) authorisation for services at the national level.

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NAIFA Advisor Today

FEBRUARY 16, 2024

Glenn Crawford is a Certified Divorce Financial Analyst (CDFA®) and a licensed insurance agent holding a Series 65 Investment Advisor Representative distinction. His mission is to support better financial outcomes for clients by educating, enabling, and empowering them to make sound decisions about their financial well-being.

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Trade Brains

JUNE 12, 2025

Also read: Auto ancillary stock jumps 5% after receiving order worth ₹29 Cr from USA based company Government excise duties The Maharashtra cabinet, led by Deputy CM Devendra Fadnavis, has approved a sharp hike in liquor excise duties and licensing fees to boost annual revenue by Rs 14,000 crore.

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Million Dollar Round Table (MDRT)

FEBRUARY 4, 2024

This likely involves financial planning, presenting a proposal addressing their issues, making investments, and meeting periodically to review performance and progress. They do not know licenses are needed. Here are a few of them and how you can counteract them. How you do business. You are seeking a long-term relationship.

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The Big Picture

OCTOBER 7, 2024

That’s according to estimates from investment giant Fidelity: As of the end of August, the firm is worth just $8 billion, according to a Sunday filing by Fidelity’s Blue Chip Growth Fund. New York Times ) • Fidelity: Twitter is worth 80% less than 2 years ago when Elon Musk bought it. That’s down from $44 billion in 2022. (

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Good Financial Cents

DECEMBER 12, 2022

M1 Finance is a personal finance company that offers a variety of financial services, including investment management, portfolio analysis, and stock trading. But does that mean they are safe for you to invest your money? No investment is completely risk-free, so it’s important to do your own research before investing any money.

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Million Dollar Round Table (MDRT)

JUNE 18, 2023

He’s an investment advisor representative and CFP with life and health insurance licenses. If you’re just another financial planner, investment advisor, wealth manager or life insurance agent, you’re faced with competition from hundreds — or thousands — of people who say they do the same thing as you.

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Good Financial Cents

FEBRUARY 24, 2023

With most investing apps now offering commission-free trading, online brokers must find more creative ways to stand out. Webull , on the other hand, tries to place the focus on the customer by offering free stocks , fractional share investing, a user-friendly trading platform, extended hours trading, and 24/7 support.

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MarketWatch

MARCH 3, 2023

Tobacco giant Altria MO on Friday said it had exchanged its minority stake in embattled e-cigarette maker Juul for “a non-exclusive, irrevocable global license to certain of JUUL’s heated tobacco intellectual property.” Altria said it estimated the value of its investment in Juul at $250 million. Shares finished 0.2% after hours.

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Trade Brains

JUNE 16, 2025

The company has licensing agreements with popular characters and brands like Dennis the Menace, Disney, Garfield, Hallmark, Peanuts, and others for merchandising and greeting card designs. Written By – Nikhil Naik Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in

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Darrow Wealth Management

JANUARY 13, 2025

How to buy a house while selling yours Using home equity from your current house or the one you’re buying 401(k) loan Cash-out refinance to pull equity from your current property Get a gift from family Make a smaller down payment Sale-leaseback contingency on your old home Securities-backed line of credit to tap your investments 1.

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Trade Brains

JULY 2, 2025

It also possesses a licensing agreement with Stanley Black & Decker on certain categories of appliances. Written by Shivani Singh Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in Investing in equities poses a risk of financial losses.

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Trade Brains

JUNE 11, 2025

The company continues disciplined B2C ad investments to support margin stability while pursuing sustainable, capital-efficient growth. Its business mainly consists of products like digital map data, GPS navigation, location-based services, licensing, and royalties. Investing in equities poses a risk of financial losses.

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Carson Wealth

APRIL 9, 2025

Zach enjoyed reconnecting with Carter and discussing the importance of financial literacy and the pathway for more Iowan’s to obtain their CPA License. Investing in professional growth remains a priority for our team as we continually strive to enhance the service we provide to our clients.

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Random Roger's Retirement Planning

APRIL 21, 2024

I am not licensed to sell annuities and I've never sold one to anyone. I've mentioned a couple of times that investment products that annuitize income streams are very likely to improve to the point of making more sense than annuities as insurance products. I've written about the Stone Ridge mutual fund suite that does this.

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The Big Picture

FEBRUARY 16, 2023

Zoomers are shunning cars and driver’s licenses. He previously served roles as Chief Information Officer, as well as Chief Investment Officer. The shift to EVs will make things worse. Vox ) • ‘I’ll call an Uber or 911’: Why Gen Z doesn’t want to drive. Will it last? trillion in assets. Are labor supply and labor demand out of balance?

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Trade Brains

JULY 2, 2025

The company has entered into ‘Licensing Agreement’ with DIPAS a constituent laboratory under DRDO for transfer of technology of Solar Heated Shelters. Written by Manideep Appana Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in 282 crore in FY24 to Rs.507

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Trade Brains

JUNE 17, 2025

This will be done through Build-Own-Operate (BOO) models, technology licensing, and turnkey project solutions. Written by Shivani Singh Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in Investing in equities poses a risk of financial losses.

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Trade Brains

JUNE 11, 2025

A high-level committee has recommended reforms in liquor production, licensing, and tax collection to enhance revenue and streamline regulatory operations across the state’s liquor sector. Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks.

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WiserAdvisor

MARCH 16, 2023

This tool enables individuals to complete a thorough background check on financial professionals like brokers, brokerage firms, financial advisors, investment advisors, advising firms, etc. The Securities and Exchange Commission’s (SEC) website is also beneficial in gathering details on investment advisors and firms.

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Trade Brains

JUNE 9, 2025

Additionally, the FDA of Maharashtra has suspended the food license of Blinkit’s Balewadi dark store in Pune after it was found to operating without an FSSAI license. The company also engages in event management, payment services and investments. Investing in equities poses a risk of financial losses.

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WiserAdvisor

MAY 31, 2022

Apart from these, investment frauds are also quite common. According to the FTC report, investment fraud cost $3,000 per victim in 2021. With the steeply rising number of frauds in the country, the birth of crypto investments, changing fintech rules, etc., What if you wait for a few days before investing?

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Trade Brains

NOVEMBER 11, 2023

is an investment management and advising firm. The firm provides its services to equity and fixed-income investment groups, investment pooling vehicles, mutual funds, and separate account institutional clients. Top Indian Stocks Held By Vanguard Group : Vanguard Group, Inc. As of April 2023, the company held around $7.7

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James Hendries

JULY 13, 2022

Investing involves risks including possible loss of principal. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments. Investing in foreign and emerging markets debt or securities involves special additional risks. Click here to view the digital version.

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