Financial Symmetry

APRIL 25, 2024

We take pride in recognizing our team members who not only excel in their roles but also embody our core values.

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Carson Wealth

MARCH 13, 2024

Each member brings a wealth of expertise and a dedication to putting clients’ needs first, aligning seamlessly with Carson’s mission and commitment to providing exceptional client experiences. This expansion highlights Carson Wealth’s commitment to delivering exceptional wealth management services nationwide. “In

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Nerd's Eye View

MARCH 21, 2024

Yet, for some clients, making the shift into retirement (or any other new stage of their lives) can often be a challenge for myriad reasons, which places the advisor in a unique position to help these clients understand the roadblocks they face and explore ways to overcome these obstacles.

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Financial Symmetry

APRIL 19, 2024

Since joining us in 2019, Niamh has demonstrated an unwavering commitment to our clients and a deep understanding of financial … Continued The post Niamh Douglas, CFP® is Financial Symmetry’s Newest Advisor appeared first on Financial Symmetry, Inc.

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MainStreet Financial Planning

FEBRUARY 1, 2024

At MainStreet Financial Planning, every member of our dedicated team is proudly affiliated with the Garrett Planning Network (GPN). This affiliation goes beyond a mere association; it signifies a commitment to providing exceptional service and embracing a unique model of financial planning.

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NAIFA Advisor Today

JUNE 28, 2023

This third update of the year is an integral part of our commitment to keep you informed about our progress and the direction we're heading. NAIFA members, mark your calendars! The Q3 State of NAIFA webinar is scheduled for July 11th at 12 pm eastern.

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Abnormal Returns

OCTOBER 31, 2022

awealthofcommonsense.com) Joachim Klement, "The people who are committed to sin stock investing are a small minority and are unlikely to shift the consensus away from the ESG investing trend." abnormalreturns.com) What you missed in our Sunday linkfest. Then check out our weekly e-mail newsletter.

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Tobias Financial

APRIL 12, 2024

“This multifaceted background has prepared me to step into my role as Director of Tax Services at Tobias Financial Advisors, where I can leverage my skills to foster the growth of our firm in a thoughtful and impactful manner,” Lonnie adds. Tobias Financial Advisors is thrilled to have Lonnie on our team.

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Carson Wealth

FEBRUARY 1, 2024

These will be the first Carson Wealth locations in both states, showcasing the firm’s commitment to extending its reach and impact. Tim Fisher, Managing Director and Wealth Advisor of Fisher Financial Advisors, expressed his enthusiasm about the partnership stating, “Carson will be instrumental in elevating our client experience.

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The Big Picture

AUGUST 11, 2023

My end-of-week morning train WFH reads: • Seth Klarman on What Makes a Value Investor and Committing ‘Sacrilege’ in New Edition of ‘Security Analysis.’ The rental market slowdown in finally reflected in inflation numbers Source: Apartment List Sign up for our reads-only mailing list here. Buffett won).

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Math Management Numbers Investing 245

Abnormal Returns

APRIL 2, 2023

abnormalreturns.com) What you missed in our Saturday linkfest. Then check out our weekly e-mail newsletter. theatlantic.com) 27 life lessons learned including 'Optionality is only as valuable as the things that it allows you to commit to.' (calculatedriskblog.com) Earlier on Abnormal Returns Top clicks last week on the site.

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Tobias Financial

SEPTEMBER 11, 2023

Our vision is to inspire, educate, and prepare our clients so they can live the lives they want. With this in mind, our team members are always committed to developing their skills and education to help our clients achieve their financial goals.

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Education Marketing Marketing Communication 52

AdvicePay

JULY 6, 2023

At AdvicePay, our commitment to our customers goes beyond providing a platform. In line with our dedication to meeting your needs, we are thrilled to introduce new game-changing features: extending a pause on a client's subscription and sending fee change reminders.

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The Big Picture

APRIL 19, 2023

Smartphone Market : It’s not just lavish marketing and the threat of green bubbles—Apple’s commitment to supporting old phones has allowed it to capture a part of the market once cornered by inexpensive Android devices. Source: Net Interest Sign up for our reads-only mailing list here. So You Want to Launch a Hedge Fund?

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Financial Symmetry

NOVEMBER 6, 2023

One of the things we pride ourselves on is the unwavering commitment to ensuring that our clients receive impeccable service. As we grow, our dedication to strengthening our client relationships remains a top priority.

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Clients 64

NAIFA Advisor Today

DECEMBER 22, 2023

Don't miss this first update of the year, as it's a key part of our commitment to keeping you well-informed about our developments and future goals. NAIFA members, set a reminder! The Q1 State of NAIFA 2024 webinar is happening on January 25th at 12 pm Eastern.

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Financial Symmetry

SEPTEMBER 11, 2023

At Financial Symmetry, we firmly believe that our success is deeply intertwined with the growth and well-being of our team members. We are committed to investing in our people, nurturing their talents, and providing them with opportunities to excel.

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Abnormal Returns

NOVEMBER 26, 2022

scientificamerican.com) How exposure to air pollution can weaken our immune defenses. nytimes.com) Reducing food waste requires a commitment from everyone. frontofficesports.com) Earlier on Abnormal Returns What you missed in our Friday linkfest. Then check out our weekly e-mail newsletter.

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Food Financial Advising Media 130

Tobias Financial

JANUARY 18, 2023

Our vision is to inspire, educate, and prepare our clients so they can live the lives they want. With this in mind, our team members are always committed to developing their skills and education to help our clients achieve their financial goals. To read more about Catalina, visit her bio here. .

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Wealth Advisor Taxes Education Financial Advisor 98

MarketWatch

JUNE 26, 2023

Additional tranches to generate more cash are currently expected to close in “future periods” as unfunded commitments are disbursed and then sold, PacWest said. billion unfunded commitment in the portfolio. PacWest said the first tranche closed on June 22 when Ares bought an aggregate outstanding principal balance of $2.07

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The Big Picture

OCTOBER 7, 2022

While the Fed deserves credit for when they get things right – e.g., rescuing the credit system from the great financial crisis (GFC) – they also deserve plenty of blame for the multitude of sins they commit. I am not a Fed hater or part of the crew that wants to “End the Fed.”

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Carson Wealth

APRIL 17, 2024

This prestigious award recognizes outstanding financial advisors who have demonstrated excellence in their field and are committed to providing exceptional service to their clients. Their dedication to our clients and their ability to find innovative solutions for their complex needs truly sets them apart. trillion in client assets.

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Wealth Advisor Compliance Financial Advisor Clients 52

NAIFA Advisor Today

APRIL 4, 2024

Beyond the professional success Paffhausen's commitment to financial literacy didn't stop with his clients. This initiative, borne from his own realization of the lack of financial education in schools, showcases his commitment to empowering the next generation with essential financial skills.

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The Big Picture

JANUARY 27, 2023

The Honest Broker ) • Jeff Bezos wants the world to know he’s a philanthropist : The Amazon founder has committed to giving most of his money to charity — and he’s got roughly $120 billion to burn. ESPN ) Be sure to check out our Masters in Business next week with Neil Dutta , head of economic research at Renaissance Macro Research.

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Engineering Medicine Sales Economics 258

AdvicePay

OCTOBER 4, 2023

At the heart of this mission lies the superheroes of AdvicePay’s success – our exceptional Customer Support Team, aka Happiness Allies. At AdvicePay, our team has made customer satisfaction our North Star. From our leadership team to our front-line Happiness Allies, a customer-centric culture permeates the entire organization.

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Mish Talk

NOVEMBER 21, 2022

Our planet is still in the emergency room. We can and must win this battle for our lives. it won’t commit climate suicide. I welcome the decision to establish a loss and damage fund and to operationalize it in the coming period. But let’s be clear. This post originated at MishTalk.Com. Thanks for Tuning In!

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MarketWatch

MARCH 30, 2023

As part of that agreement, the company has committed to distributing to shareholders 80% of any future proceeds it receives from its litigation with Apple Inc. AAPL In 2020, VirnetX was awarded $500 million in damages by a U.S. Federal District Court,, but Apple appealed the verdict in 2021. “We The stock has soared 30.8%

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Distribution Marketing Marketing 75

Steve Sanduski

JANUARY 16, 2023

Rather than setting SMART goals , I challenge you to make “commitments.”. A commitment is a looser but more emotionally engaged form of a goal. But, you could very comfortably say that you are deeply “committed” to your spouse. Goals Vs. Commitments. Here are three differences between goals and commitments.

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Clients Business Planning Management Planning 72

Tobias Financial

JANUARY 7, 2024

We are thrilled to announce and celebrate our CEO, Marianela Collado, CPA/PFS, CFP®, CDS® for her recent appointment as the Vice Chair of the Professional Advisors Council (PAC) at the Community Foundation of Broward. This appointment is a testament to her dedication, expertise, and commitment to philanthropy in our community.

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Estate Planning CFP Financial Advisor Taxes 52

SEI

JULY 18, 2023

Committed to employee growth, skill development, and engagement. Read how our internal mobility program is creating opportunity from within.

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Clever Girl Finance

JANUARY 2, 2023

But before we dive into our reasons why being hardworking is the key to success, let's talk about why it matters! I had to be in order to be committed and dedicated for two years! When we work hard, we can see our success and achievements. Hard work shows commitment. Probably a lot, and it's true! Set SMART Goals.

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Nonprofit Media Management Planning 89

Carson Wealth

APRIL 17, 2023

This prestigious accolade recognizes outstanding financial advisors who have demonstrated excellence in their field and are committed to providing exceptional service to their clients. “It We are honored to have them as part of our team and look forward to their continued success in the future.”

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Clever Girl Finance

FEBRUARY 10, 2023

It’s natural to worry and stress over things that happen, whether related to our relationships, career, or personal finances. When things aren’t happening the way we want them to, we often worry and stress over things that just simply aren’t in our control. But it doesn’t mean you just let go and don’t commit to improving your life.

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Carson Wealth

NOVEMBER 14, 2023

Carson Wealth is proud to announce the addition of two new locations in Milton, Georgia, and Billings, Montana, further expanding its commitment to delivering personalized financial solutions to clients across the U.S. Lewis, CFP ® stated, “As technology changes, we want to ensure we stay at the forefront for our clients.

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NAIFA Advisor Today

JUNE 29, 2023

Additional Examples from Our Code of Ethics to Support Our Clients An event that clearly supports the NAIFA commitment to diversity, equity, and inclusion occurs annually and was held in May at the J.W. Marriott, 1331 Pennsylvania Avenue NW in Washington, D.C.

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Tobias Financial

AUGUST 16, 2023

At Tobias Financial Advisors, we take great pride in the achievements and contributions of our team members. Our Wealth Advisor, Edzai Chimedza, CFP® has recently joined the Board of Directors at the Planned Giving Council of Broward County. The Board of Directors is composed of recognized leaders from diverse areas of expertise.

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Nerd's Eye View

NOVEMBER 17, 2022

And sometimes, the fear of committing to an idea that might end in failure can be the real reason for the hesitation to implement in the first place. At the same time, though, over-analyzing strategies prior to implementing them can create a substantial gap between ideating a plan and actually putting it into motion.

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