MainStreet Financial Planning

FEBRUARY 16, 2024

Body: Nurturing Physical Vitality In my latest podcast episode , we delved into this topic, exploring various facets of holistic health and the tools I employ to stay on track. These activities not only enhance physical fitness but also contribute to mental clarity and emotional well-being. Let’s start with the body.

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Accounting Financial Planning Planning Banking 86

Clever Girl Finance

JANUARY 4, 2024

So, adding short stories about money to your child’s book rotation is a fantastic way to get them interested in the topic. Some adults overspend money because they don’t want to manage it. So, if you find yourself overwhelmed when explaining these topics, books can help. Have you heard this before?

Budgeting 68

Budgeting Banking Investing Investments 68

International College of Financial Planning

JULY 10, 2023

Take time to review the exam blueprint and syllabus to gain clarity on the topics and domains covered. The CFP exam’s content spans the entire CFP Board’s 72 Principal Knowledge Topics. Break down the syllabus into manageable study sessions and allocate dedicated time for each topic.

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Your Richest Life

JULY 29, 2022

So whether your child is starting kindergarten or college, here are some resources to build their confidence in money management: Financial literacy for young kids (up to age 8). This could be as simple as saying, “We have $50 for a fun family activity this month. Should we go to a movie, or go to the zoo?”. Books for Teens.

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Budgeting Accounting Education Fee Only 116

Clever Girl Finance

JULY 26, 2022

So, adding short stories about money in your toddler's book rotation is a fantastic way to get them interested in the topic. In addition, the book delivers interactive activities and discussions that kids of all ages will enjoy. In this read, Nancy Holyoke and Brigette Barrager teach girls money management in an easy and fun way.

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Investing Investments Management Media 71

Cornerstone Financial Advisory

NOVEMBER 20, 2023

Friday: Purchasing Managers’ Index Composite Flash. Here are nine factors that can help you determine whether a hobby could also be considered a business, according to the IRS: Whether you carry on the activity in a businesslike manner and maintain complete and accurate books and records. FOMC Minutes. Jobless Claims. stock market.

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Marketing Marketing Taxes Economics 95

Investment Writing

FEBRUARY 6, 2024

” When I was active as a reporter, I never used the ® mark. Here’s the CFP Board’s response to my tweet on the topic. Amy Jones, CFA, is a portfolio manager. “Do I need to use the ® mark with my CFP designation”? Will you land in trouble if you don’t abide by the guidelines?

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Nationwide Financial

OCTOBER 20, 2022

During the webinar, Mark Hackett, Chief of Investment Research at Nationwide Investment Management Group, and Ben Brewster, Vice President of Nationwide Government Relations, cover a range of midterm-related topics, including: • The likelihood of “gridlock” in the next Congressional term. •

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Government Financial Planning Economy Clients 59

Indigo Marketing Agency

AUGUST 31, 2023

A key contributor to our success here at Indigo Marketing Agency, as an Account Manager, Beverly Anderson helps financial advisors develop a solid marketing strategy from the ground up—completely tailored to their niche, their location of their business, and their personal goals and ambitions for their firm.

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eMoney Advisor

DECEMBER 6, 2022

Billion-dollar disasters, inflation, and increased building costs mean a perfect storm is brewing for financial planners’ risk management strategies. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. Insurance in Financial Planning. Sources: 1.

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Integrity Financial Planning

OCTOBER 27, 2022

1] This is a better way to keep the mind and body active in retirement and possibly an opportunity to expand your social circles, so keep at it! It’s no surprise that the same generation of mainstream icons, such as Oprah Winfrey, Bill Gates, and Steve Jobs, has managed to stay in touch and online. Staying Fit. 1] [link]. [2]

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Retirement Financial Planning Planning Media 92

Random Roger's Retirement Planning

NOVEMBER 21, 2023

This first little bit might be more for advisors but the topic is interesting. The webinar talked about the future of model portfolios transitioning from a combo of ETFs for passive and mutual funds for active to include more direct indexing to allow for "tax optimization." A few interesting things from here and there on the interwebs.

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Portfolio Asset Allocation Math Compliance 73

Zoe Financial

DECEMBER 12, 2023

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA December 12, 2023 Watch Time: 4 minutes Transcript: Welcome to this week’s Wealth Management Digest. We have three topics to cover, so let’s get started. That’s the case between passive and active.

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Wealth Management Management Consulting Taxes 40

Indigo Marketing Agency

MARCH 21, 2023

The Hot Topic of AI According to CNBC, Morgan Stanley is transforming their advisors’ knowledge base with a state-of-the art chatbot powered by OpenAI. One of the most useful discussions, given by Raj Madan at AdvisorEngine , covered the following: ChatGPT can help an advisor and team within wealth management create content.

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Investing Caffeine

MARCH 1, 2022

For example, what topics below would you select to grab the most attention? In choosing a winning topic, the saying goes, “what bleeds, leads.” a rounding error and less than 1% of total global economic activity). Hurricane or Sunshine? High Speed Car Chase or Cat Saved from Tree? Bloody Murder or Baby’s Birthday?

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Economics Accounting Advertising CFP 59

Brown Advisory

AUGUST 11, 2023

As resilient as the US consumer has been during this rate hiking cycle that may have reached its climax, US manufacturing activity according to the Institute of Supply Mangers (Purchasing Managers Index) has continued to contract, with a reading below 50 since last October. was only marginally better. PPG), Fastenal Co.

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Economy Manufacturing Clients Economics 98

Risk Management Guru

SEPTEMBER 20, 2021

Whether you’ve just started in Risk Management or you’re already a professional in this arena, this article will interest you. We are highlighting some of the reference professionals we follow who are seasoned Risk Managers, each in its own area of expertise. Tim is the founder and Managing Director of Risk Oversight Solutions.

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Talon Wealth

OCTOBER 26, 2023

Of course, one of the most important aspects of retirement planning is managing retirement taxes. Retirement Taxes are Difficult to Calculate Taxes are a complex topic and it can be difficult to calculate the exact amount of taxes due on your retirement income. This can be a mistake.

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Retirement Taxes Retirement Planning Risk Tolerance 52

Clever Girl Finance

MARCH 26, 2023

When it comes to personal finance , one of the biggest debates has always been around active vs passive income. This article will answer these questions, giving you a comprehensive guide on using passive and active income to reach your financial goals. What is active income? Active income is what you earn from working.

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The Irrelevant Investor

MARCH 28, 2017

From 2007 through 2015, $835 billion was yanked out of active mutual funds and $1.2 Check out the whole report from Vanguard, who, with $1 trillion in actively managed funds, knows a thing or two about the topic. Vanguard: The Evolution of Active Management. trillion plowed into index funds.

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Dear Mr. Market

NOVEMBER 17, 2023

While we don’t want to broad brush the topic, we’re going to get right into it and explain 100 reasons why you or your financial advisor should not be using mutual funds versus ETFs (Exchange Traded Funds). Costs/Expenses : ETFs typically have lower expense ratios compared to mutual funds.

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Financial Advisor Education Taxes Assets 59

Talon Wealth

AUGUST 26, 2023

Of course, one of the most important aspects of retirement planning is managing retirement taxes. Retirement Taxes are Difficult to Calculate Taxes are a complex topic and it can be difficult to calculate the exact amount of taxes due on your retirement income. This can be a mistake.

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Retirement Taxes Retirement Planning Risk Tolerance 52

Walkner Condon Financial Advisors

JUNE 2, 2023

According to a 2019 global UBS study , many women learn the costs of failing to take an active role in their financial affairs only after their marriages end: “Some widows and divorcees were disappointed to discover hidden debt and inadequate savings that compromised their lifestyle. Whether it’s an objective topic (e.g.,

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Nationwide Financial

JUNE 5, 2023

Many are actively seeking the guidance of a financial professional. A recent survey from the Nationwide Retirement Institute® uncovered topics business owners are looking to discuss including economic pressures and business-specific challenges such as access to capital, the tight labor market, employee benefits, and supply chain disruptions.

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The Irrelevant Investor

DECEMBER 6, 2017

Here are links to topics we discussed on the show. The implosion in early stage VC Fred Wilson's take Goldman warns on valuation A makeover is in order for active managers Getting rich at a young age Your Move: The Underdog's Guide to Understanding Business Thanks for listening! Goldman's Primer on Blockchain is very good.

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Valuation Management 52

Walkner Condon Financial Advisors

APRIL 26, 2024

Additionally, couples that manage their money independently from each other are five times more likely to separate due to money issues. These expenses include your household bills (rent/mortgage, utilities, groceries, etc…) as well as any shared activities that you do with your partner such as sporting events or concerts.

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Accounting Financial Advisor Retirement Budgeting 103

Getting Your Financial Ducks In A Row

APRIL 24, 2023

However, the author uses his examples to provide what are perhaps some new insights into ways to strategize your initial and ongoing investment activities, as well as how to efficiently and effectively draw the funds from the various sources when the time comes.

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Retirement Taxes Planning Insurance 54

Diamond Consultants

JUNE 14, 2023

When advisors evaluate wealth management firms, there is a series of items they are (rightfully) concerned with above all else. Accordingly, succession planning is top of mind for most successful wealth management practices. It’s never too soon to start thinking about these critical topics. How easy is it to get things done?

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Recruitment Wealth Management Economics Clients 52

Brown Advisory

AUGUST 4, 2020

PRI is the nexus for a massive, global network of asset owners and investment managers—its 3,000+ signatories as of June 30, 2020 represent more than $103 trillion of invested assets. Module Name Brown Advisory 2020 Score Industry Median 2020 Score Strategy & Governance A+ A Indirect - Manager Sel.,

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Brown Advisory

AUGUST 4, 2020

PRI is the nexus for a massive, global network of asset owners and investment managers—its 3,000+ signatories as of June 30, 2020 represent more than $103 trillion of invested assets. Indirect - Manager Sel., Direct & Active Ownership Modules. Listed Equity - Active Ownership. Strategy & Governance. Listed Equity.

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Assets Clients Government Investing 52

Brown Advisory

AUGUST 24, 2023

Asked if he is seeing a lot of activity driven by economic stimulus like the Inflation Reduction Act, Mick said he is really seeing the impact of the new U.S. In this impact report for our Global Leaders Strategy, Portfolio Managers Mick Dillon and Bertie Thomson reflect on the past year.

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Economy Portfolio Management Clients Portfolio 52

Brown Advisory

AUGUST 24, 2023

Asked if he is seeing a lot of activity driven by economic stimulus like the Inflation Reduction Act, Mick said he is really seeing the impact of the new U.S. In this impact report for our Global Leaders Strategy, Portfolio Managers Mick Dillon and Berite Thomson reflect on the past year.

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Economy Portfolio Management Clients Portfolio 52

Carson Wealth

APRIL 6, 2023

Share Your Money Values While school curriculums are increasingly covering general finance topics, the issue of money can be extremely personal. Talk about what’s fair – if you always bankrolled their sports activities, they might not be excited about spending their own funds. Here are some practical tips to get you started.

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Validea

AUGUST 9, 2022

The underperformance of value funds has been a hotly debated topic over the last decade. But a statistic may have distorted that narrative, according to an interview in Institutional Investor with Andrew Wellington and Jeffrey Keswin, founders and CIO and CEO respectively of Lyrical Asset Management.

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Brown Advisory

SEPTEMBER 22, 2022

Indirect – Manager Selecting, Appointing & Monitoring. Listed Equity - Active. Fixed Income - Active. Direct & Active Ownership Modules. Direct & Active Ownership Modules. Listed Equity - Active Fundamental - Incorporation. Listed Equity - Active Fundamental - Voting. Listed Equity - Passive.

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WiserAdvisor

APRIL 12, 2024

These professionals serve as trusted guides, helping individuals understand the intricacies of investment, wealth management, and financial planning to achieve their long-term goals. This range allows financial advisors to strike a balance between maintaining a manageable workload and delivering high-quality service to each client.

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Brown Advisory

AUGUST 9, 2021

2020 Global Leaders Impact Report ajackson Mon, 08/09/2021 - 09:43 Download the Report A Letter of Introduction From The Portfolio Managers We are pleased to introduce our new Impact Report which reflects our activity and progress throughout 2020. ESG research is an essential part of our investment strategy.

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