Wealth Management

FEBRUARY 28, 2024

The amount of seven-figure retirement accounts at Fidelity Investments surged in the fourth quarter of 2023.

Numbers 109

Numbers Retirement Accounting Investing 109

Investment Writing

FEBRUARY 7, 2023

When should you use numbers instead of bullets for indented lists? who says in The Plain English Approach to Business Writing : I suggest numbered lists when the order of the items is especially important; otherwise use bulleted lists. I agree with Edward P. I provide links to books only when I believe they have value for my readers.

Numbers 52

Numbers Commission Investing Investments 52

Wealth Management

MARCH 14, 2024

The platform now includes more than a dozen fee-based alternative strategies, a comparable number of globally diversified passive strategies and five internal SMAs.

Management 113

Management Investing Investments Numbers 113

MazumaBusinessAccounting

JULY 29, 2021

It’s also easy to ignore financial reports when we don’t know how to translate the numbers on the report into key insights about the health and value of our business. This is what allows us to function from day to day, earn a comfortable living, pay our employees, and invest in growing and improving our business.

Numbers 98

Numbers Taxes Sales Accounting 98

Validea

MARCH 27, 2023

A study shows that when the number 4 doesn’t show up as often as the first digit after a decimal point, it could be a red flag about earnings, according to an article in The Wall Street Journal. If the company had analyst coverage, the number 4 showed up 8.2% If the company had analyst coverage, the number 4 showed up 8.2%

Numbers 59

Numbers Management Investing Investments 59

Nerd's Eye View

MARCH 8, 2023

In the early days of investing, stocks were often evaluated in a vacuum: Investors assessed the plusses and minuses of each company’s stock based on its own merits, with little consideration of the relationship between one stock’s performance and that of the market as a whole.

Investing 174

Investing Investments Portfolio Economics 174

The Big Picture

MAY 6, 2024

Much of it reflects the bad ideas and numbers, and worse advice, that float around Wall Street. Calculating returns back to May 1974 gives us numbers that look like this: S&P 500 Index annualized generated gains of 8.44%; if you reinvested the dividends, the annualized gains were 11.43%.2 A lot of it has not aged well.

Numbers 278

Numbers Investing Investments Marketing 278

Ballast Advisors

AUGUST 16, 2023

Here are the updated key tax numbers relating to HSAs for 2023 and 2024. Ballast Advisors reserve the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. does not provide investment, tax, legal, or retirement advice or recommendations. What’s changed for 2024?

Accounting 52

Accounting Numbers Medical Taxes 52

MazumaBusinessAccounting

MARCH 9, 2023

It’s also easy to ignore financial reports when we don’t know how to translate the numbers on the report into key insights about the health and value of our business. This is what allows us to function from day to day, earn a comfortable living, pay our employees, and invest in growing and improving our business.

Numbers 52

Numbers Taxes Sales Accounting 52

Abnormal Returns

MAY 17, 2024

allstarcharts.com) Strategy Big round numbers don't matter unless you hold on. theirrelevantinvestor.com) There are two approaches to investing. Markets Utility stocks are having a moment. barrons.com) Bonds seem to have bottomed. mrzepczynski.blogspot.com) It's easy to forget the pain of volatility.

Financial Advising 223

Financial Advising Media Economy Numbers 223

Investment Writing

APRIL 3, 2023

How should you spell the word that may appear in descriptions of an asset management firm’s minimum requirements for clients— “investable” or “investible” ? My gut tells me “investable” with “a” because the definition depends on how much you are able to invest.

Investing 98

Investing Investments Assets Clients 98

Random Roger's Retirement Planning

OCTOBER 15, 2022

It is worth repeating that having some number in mind for portfolio size for when you retire based on some realistic work involving how much you make and how much you spend certainly makes sense but that number is no longer relevant once you retire. There are couple of different ways to go with this.

Numbers 59

Numbers Retirement Retirement Planning Portfolio 59

Wealth Management

MARCH 1, 2023

WMRE talked to a number of real estate investment experts in the first two months of 2023 to get their takes on navigating a climate with higher interest rates and reduced sales volumes.

Investing 112

Investing Investments Numbers Sales 112

The Big Picture

APRIL 8, 2023

His next book, “The Corporate Lifecycle: Business, Investment, and Management Implications,” will be published in December. He tells his classes “ What makes for a good valuation is you’re either a disciplined storyteller or an imaginative number cruncher.”

Valuation 293

Valuation Insurance Numbers Portfolio Management 293

Truemind Capital

MARCH 12, 2024

Imagine you have been told about an investment opportunity in a business. The numbers look fantastic from all angles. However, the biggest problem with a company having apparent corporate governance issues is that you can’t rely on the accuracy of the financial numbers anymore. appeared first on Investment Blog.

Government 52

Government Investing Investments Valuation 52

Wealth Management

MARCH 1, 2023

WMRE talked to a number of real estate investment experts in the first two months of 2023 to get their takes on navigating a climate with higher interest rates and reduced sales volumes.

Investing 98

Investing Investments Numbers Sales 98

Dear Mr. Market

MARCH 17, 2024

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. For example, a #1 seeded investment could lose right out of the gate just as a #12 could potentially win it all.

Investing 105

Investing Investments Portfolio Assets 105

Abnormal Returns

FEBRUARY 26, 2024

(mrzepczynski.blogspot.com) Strategy Seven investing lessons from Bernard Baruch including 'Pick an investing strategy that fits your personality.' 2023 numbers. axios.com) A growing number of unicorns haven't raised capital in over three years. dariusforoux.com) There's nothing magic about holding cash.

Financial Advising 218

Financial Advising Startup Numbers Media 218

Trade Brains

JANUARY 2, 2024

Alternative Investment Fund : Are you one of those investors looking for options beyond traditional investments like mutual funds, stocks, cash, or bonds? If so, then Alternative Investment Fund (AIF) might be the right investment option for you, as these investment options can offer higher returns compared to traditional investment.

Taxes 64

Taxes Investing Investments Retail 64

Clever Girl Finance

NOVEMBER 25, 2023

Think you don’t have enough money to start investing? You can learn how to start investing for beginners today, even if you start your investing journey with just $100. Table of contents What is investing? Why is investing important? When should you start investing? How should a beginner start investing?

Investing 65

Investing Investments Risk Tolerance Accounting 65

Mullooly Asset Management

SEPTEMBER 9, 2022

A common misconception amongst investors is that investment returns would be better if they could somehow avoid recessions. They share historical statistics about investing through past recessions and get in to what these numbers mean for […] But is that actually true? But is that actually true?

Investing 98

Investing Investments Numbers 98

Steve Sanduski

FEBRUARY 27, 2024

Guest: Mario Nardone, CFA , Founding Partner of East Bay Investment Solutions, which offers outsourced chief investment officer (OCIO) solutions for planning and relationship-focused financial advisors. But even an expert “people person” still has to deliver on the numbers side as well.

Investing 59

Investing Investments Financial Planner Financial Planning 59

Abnormal Returns

OCTOBER 8, 2023

awealthofcommonsense.com) Why simplicity in investing can help reduce errors. axios.com) Defining what you will invest in, versus what you will not invest in, is important. insights.finominal.com) Skip Michael Lewis' new book and instead read Zeke Faux's "Number Go Up." latimes.com)

Numbers 258

Numbers Assets Investing Investments 258

Nerd's Eye View

APRIL 26, 2024

Also in industry news this week: The Federal Trade Commission released a final rule that would ban most non-compete agreements, which could lead to an increasing number of non-solicit agreements (and, potentially, lawsuits regarding their enforcement) between financial planning firms and their advisors The Securities and Exchange Commission issued (..)

Financial Planner 221

Financial Planner Commission Financial Advisor Communication 221

Wealth Management

MARCH 13, 2023

A rising number of investment platforms, asset managers and sponsors are tapping into retail investor appetite for private real estate assets.

Investing 98

Investing Investments Retail Assets 98

Clever Girl Finance

SEPTEMBER 11, 2023

Diversifying includes broadening your investment portfolio to include highly liquid investments. Highly liquid investments 101 Why are highly liquid investments important? What is the most liquid investment? What is liquid vs non liquid investments? Are liquid investments better?

Investing 72

Investing Investments Accounting Assets 72

Trade Brains

FEBRUARY 14, 2024

Hindustan Aeronautics : In recent years, the defence stocks of India have evolved into a great investment field due to the government’s focus on increased spending and the “Make in India” initiative. To make systems more competitive, adaptable, efficient, and economical, the company has launched a number of initiatives. Value in Rs.

Investing 105

Investing Investments Engineering Budgeting 105

Trade Brains

APRIL 3, 2023

Best Value Investing Books For Stock Market Investors: Hi there. Past few weeks, I’ve received dozens of emails regarding the suggestions on best value investing books. That’s why I decided to write this blog discussing my personal favourite value investing books which I highly recommend to my readers to read. And, I agree!!

Investing 98

Investing Investments Valuation Education 98

James Hendries

AUGUST 10, 2022

Contributions and any earnings you withdraw will be tax-free if used to pay qualified medical Here are the key tax numbers for 2022 and 2023. All indices are unmanaged and may not be invested into directly. Contributions to your HSA, and any interest or earnings, grow tax. Health Savings Accounts. Annual contribution limit.

Accounting 52

Accounting Numbers Taxes Tax Planning 52

Nerd's Eye View

APRIL 5, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that customer arbitration claims related to the SEC's Regulation Best Interest (Reg BI) nearly doubled between 2022 and 2023, suggesting that greater awareness among investors of the increased standards for broker-dealers and their (..)

Financial Planner 240

Financial Planner Fee Only Clients Investing 240

Nerd's Eye View

FEBRUARY 2, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a Morningstar survey has found that financial advisory clients are more likely to stick with their advisor for emotional reasons rather than investment returns alone.

Financial Planner 213

Financial Planner Compliance CFP Clients 213

Validea

APRIL 22, 2024

David Dreman is known as the “consummate contrarian” in the world of investing. As the chairman and chief investment officer of Dreman Value Management, he has made a highly successful career out of buying beaten-down, unloved stocks that the market has overreacted to and that are trading at bargain prices. P/CF of 4.6,

Investing 52

Investing Investments Taxes Transportation 52

Validea

NOVEMBER 2, 2022

I have always been a big believer in value investing. And the fact that academic research supports value has given me all the reason I need to take that personal belief and translate into my investing approach. Where the potential problem comes in is in a situation where we have a permanent reduction in the number of recessions.

Investing 119

Investing Investments CFP Economics 119

Nerd's Eye View

DECEMBER 8, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a new study from research firm Cerulli has found that investors' willingness to pay for financial advice has risen over the last 15 years, with more investors reporting using a financial advisor (and a decreasing share considering (..)

Financial Planner 193

Financial Planner Numbers Clients Wealth Management 193

Clever Girl Finance

AUGUST 15, 2022

This includes broadening your investment portfolio to include highly liquid investments. Not sure where highly liquid investments have a place in your portfolio? To fully understand what liquid investments are, it helps to understand liquidity. Highly liquid investments 101. Factors that make an investment liquid.

Investing 76

Investing Investments Certification Assets 76

Trade Brains

APRIL 22, 2023

A beginner’s guide on how to invest your first Rs 1000 in Stock Market (Updated): Learning how to invest your first Rs 1,000 in the stock market is a significant step towards starting your financial journey and future investments. You can start investing with as little amount as Rs 1,000. It’s a no-brainer way.

Investing 98

Investing Investments Marketing Marketing 98

Good Financial Cents

FEBRUARY 1, 2023

Investing in a guaranteed interest account is a great way to secure your money, as there is very little risk. Guaranteed interest accounts provide reliable, consistent returns and can be used for short-term savings or to supplement other investments in your portfolio. What Are The Best Investments With Guaranteed Returns?

Accounting 93

Accounting Investing Investments Insurance 93