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#FA Success Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice, With Anh Tran

Nerd's Eye View

In this episode, we talk in-depth about how, even though it is admittedly more time consuming for her firm, Anh conducts extensive due diligence and analysis to integrate structured notes into her client portfolios and ladders them on a rolling quarterly basis so that clients can continuously reinvest at then-current rates and features, why Anh decided (..)

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The Blockchain Promise is Always Around the Corner, IBM and Maersk Scrap Efforts

Mish Talk

As well as IBM and Maersk, the project had support from a number of carriers, customs organisations, banks and transport providers to create an information ecosystem. The article is licensed under a Creative Commons Attribution 4.0 International License. Furthermore, blockchain is presently energy intensive (Jovi?

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How To Start A Cleaning Business In 15 Simple Steps

Clever Girl Finance

Obtain a business license 7. Do I need a license to clean houses? Depending on the kind of business you decide to register, you may also need to create an EIN (or an Employer ID Number) for tax purposes. Leverage the resource on SBA.gov to get started with setting up the business licenses you need. Table of contents 1.

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Hurricane and Natural Disaster Preparedness

Your Richest Life

The number varies, but $1,000-$2,000 in cash is about the ballpark for covering travel costs, gas, food, etc. And don’t forget to take pictures of your belongings and valuables, so you can present them to your insurance in the event of a disaster. That’s why some cash on hand can be crucial during a disaster. Birth certificates.

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Is There an RIA Tech Stack Recipe?

eMoney Advisor

As a technology consultant in the wealth management industry, the number one question I get asked by advisors, planners, business owners, and even tech CEOs is, “If you had your own RIA, what would your tech stack look like?” Owning licenses or subscriptions to software systems automatically grandfathers you into usage.

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Weekly Market Insights – November 20, 2023

Cornerstone Financial Advisory

Weekly Market Insights: November Rally Continues Presented by Cornerstone Financial Advisory, LLC Stocks extended their November rally last week as investors cheered lower-than-forecast inflation data. Taxpayers are expected to report any income earned from hobbies, even if it’s not a licensed business.

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How to Protect Yourself From Identity Theft

Fortune Financial

From an organizational standpoint, the number was equally as shocking, with a new company experiencing identity theft every 14 seconds. . Scammers will often ask for your phone number or other sensitive information, stating that it’s urgent or they need you to call them. . million in 2019. Smartphone Safety.