article thumbnail

#FA Success Ep 375: Running 20+ Client Meetings Per Week By Systematizing The Meeting Prep And Follow-Up Process, With Rob Schultz

Nerd's Eye View

We also talk about Rob's journey from getting an undergrad in Kinesiology and starting med school to moving into accounting and then ultimately becoming a financial planner through the program at UCLA (because financial planning was the perfect blend of helping people the way he wanted to in medicine, and working with numbers the way he did in accounting), (..)

Clients 130
article thumbnail

Fundamental Analysis Of Zydus Lifesciences – Financials & More Details

Trade Brains

The Indian pharmaceutical sector includes over-the-counter medicines, generic medications, bulk drugs, vaccines, contract research and manufacture, biosimilars, and biologics. Formulations, active medicinal components, animal healthcare products, and wellness items are among the products available. crore, translating into 7.1%

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

How to Invest Your First Rs 1000 In The Stock Market?

Trade Brains

Further, for such an investment amount, you do not need to waste time diversifying your portfolio. Also read: How Many Stocks Should you own for a Diversified Portfolio? There are a number of companies that you might have heard about from childhood and might already know a lot about it.

article thumbnail

No Fear

Inside Information

The reaction to the online portfolio management solutions (aka the “robos”) generated the same kind of existential chill down the spine that the newfangled software thing did back in the day; people were once again fearful that a computer would replace them. Real advisors didn’t need that fancy stuff.

article thumbnail

Motel 6 or Four Seasons? Preparing, Not Panicking, for Retirement

Investing Caffeine

Hope is Not a Strategy We have lived through an endless number of scary headlines in some shape or fashion throughout our lifetimes. This concept highlights the importance of rebalancing your portfolio as you get closer to retirement. Thanks to the miracles of modern medicine, lifespans are expanding, with the pandemic caveat.

article thumbnail

GPT Healthcare IPO Review – GMP, Financials and More

Trade Brains

In terms of specialization, GPT has a well-diversified portfolio across Internal Medicine, Diabetology, Laparoscopic, general surgery, renal transplants, orthopedics, and joint replacements. doctors per 10,000 individuals, which is the highest number on a regional scale. Health personal expenditure increased from Rs.

article thumbnail

Transcript: Tim Buckley, Vanguard’s CEO

The Big Picture

BUCKLEY: And I was lost and I wasn’t going to go into medicine. I was trying to find a place with the same type of purpose, and I was thinking maybe I need to go back into medicine. But he said you don’t need to go into medicine for that, and then he actually suggests I go to talk this company Vanguard. BUCKLEY: No.

Clients 269