The Big Picture

JANUARY 15, 2024

2 in the bearish list is CRE/WFH : “The post-pandemic environment continues to be difficult for commercial office real estate. ” By coincidence, this week’s 60 Minutes covered the same topic (video above). On Monday, I discussed reasons to be bullish or bearish in 2024. #2

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Banking Numbers Assets Marketing 61

Good Financial Cents

JULY 13, 2022

If you have been wondering what it means to invest in digital real estate, you’ll have to start thinking in terms of our virtual world. In the rapidly evolving world of cyberspace, digital real estate is akin to a virtual parcel of land. Digital Real Estate vs. Online Real Estate Investing.

Investing 78

Investing Investments Accounting Media 78

Calculated Risk

NOVEMBER 14, 2023

Today, in the Calculated Risk Real Estate Newsletter: Lawler: New Census Long-Term Population Projections Are MASSIVELY Lower Than Previous Projections A brief excerpt: From housing economist Tom Lawler: Last Friday Census released new long-term projections of the US resident population, this time going out to 2100.

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NAIFA Advisor Today

MARCH 1, 2023

She is a recognized speaker on the topic of women leading in technology and innovation within the business marketplace. With over 20 years of experience in commercial banking, commercial real estate financing, and portfolio management, she is skilled at networking and building strategic brand relationships.

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Portfolio Management Banking Portfolio Management 52

eMoney Advisor

FEBRUARY 22, 2023

And if they’re unprepared—or worse, if the family estate planning strategies are less than buttoned up—how will that affect your practice down the line? To start the conversation with clients preparing to transfer wealth, you can simply say: “Tell me about who in the family was involved in the development of your estate plan.”

Estate Planning 75

Estate Planning Planning Education Clients 75

Tobias Financial

OCTOBER 13, 2022

Recently, our CEO Marianela Collado shared her thoughts on this topic with CNBC. “If If you sold real estate for a significant capital gain, you’re able to use losses from a [stock] portfolio to offset the capital gains related to the sale of the real estate.

Taxes 52

Taxes Tax Planning Budgeting Sales 52

Good Financial Cents

OCTOBER 10, 2022

2: Invest in Digital Real Estate. #3: 7: Invest in Real Estate Investment Trusts (REITs). #8: 2: Invest in Digital Real Estate. Real Estate Investment Trusts (REITS) are pooled investments that use physical real estate as an underlying asset, but there are other ways to invest in virtual real estate.

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Accounting Investing Investments Certification 69

The Richer Geek

MARCH 15, 2023

Sal is a frequent speaker and guest lecturer on real estate finance at professional symposia and has written numerous articles on the topic of real estate and private equity finance in various publications, including Investor’s Business Daily, Forbes, and on television shows such as CBS New York, and Good Morning LaLa Land.

Investing 52

Investing Investments Assets Management 52

eMoney Advisor

NOVEMBER 10, 2022

That occasion marked an agreement with the IRS on a $156 million value on Prince’s real estate and recordings for the artist who died in April 2016—without a will. What can we learn from celebrity estate planning disasters like this? Experts say an eight-figure estate tax bill is the likely result.

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Estate Planning Clients Planning Financial Planner 78

Good Financial Cents

DECEMBER 22, 2022

Real Estate Crowdfunding. Invest in Digital Real Estate . Real Estate Crowdfunding. Invest in Digital Real Estate. Real Estate Crowdfunding. You can invest $30,000 in real estate, but you don’t have to do it the old-fashioned way. Invest in Real Estate.

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Investing Investments Risk Tolerance Accounting 108

eMoney Advisor

DECEMBER 6, 2022

The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. That includes art, boats, planes, collectibles, real estate, and businesses. We’ll role-play an estate planning scenario to offer insight into how to apply counseling techniques in your practice.

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Financial Planning Clients Planning Estate Planning 97

Discipline Funds

MARCH 24, 2023

If you missed my latest Three Minute Macro video I highly recommend it because we touch on this specific topic – hyperinflation and the operational realities of Fed lending as it pertains to the banking system. But that doesn’t mean it wasn’t real. I like to think of banks as the plumbing in our financial house.

Banking 57

Banking Government Economy Economics 57

Carson Wealth

FEBRUARY 13, 2023

While there are certainly ways to do estate planning without a lawyer, for most people hiring an estate planning attorney makes the most sense. Estate plans can get complex fast, and even fairly straightforward estates can feel overwhelming if you’re not trained in the area. Do you execute the estate plan?

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Estate Planning Planning Consulting Financial Advisor 52

SEI

SEPTEMBER 1, 2022

Varieties of crypto : This creates a new pathway for donations through different methods that give you options like stock, real estate, or any type of asset donation. That's why we aim to provide you with our insights on the most relevant topics today. . Nonprofit Committee Connection Blog. arrow-right. A decision to hire us.

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Nonprofit Healthcare Financial Services Education 52

Bell Investment Advisors

JUNE 29, 2023

So today we’re going to be having a Q&A format on several key topics. One of the key topics is going to be where we are mid-year at the moment, with a couple of slides on what’s going on with the U.S. And then we’ll have one slide on debt ceiling resolution because that was a hot topic prior to June 1 this year.

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Marketing Marketing Banking Numbers 52

eMoney Advisor

FEBRUARY 9, 2023

Technology solutions with interactive scenario planning will help you show your clients the financial impacts their decisions have on their plans in real time for immediate feedback. Though it can be an uncomfortable topic to bring up, your clients will be looking to you for proactive estate guidance.

Financial Planning 95

Financial Planning Clients Planning Education 95

Discipline Funds

JANUARY 12, 2024

In my view it’s even better than holding the real thing because you don’t have to worry about losing your keys. The main ones being autos and shelter, which are clearly in real-time decline despite the BLS measurements which are making them appear more elevated than they really are. 2) Is inflation flaring up again?

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Insurance Portfolio Assets Clients 88

International College of Financial Planning

MARCH 31, 2023

Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management. Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals.

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Wealth Management Management Risk Management Ethics 52

MainStreet Financial Planning

AUGUST 10, 2023

Buying a home Pro – You can build equity Real estate can be an investment that appreciates over time while renting is often seen as an expense without any kind of return. Join us next Tuesday, August 15th at 4:30PT/7:30ET at our Chalk Talk to discuss this topic in more depth with Tori Young of Exit Realty.

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Taxes Insurance Financial Planning Clients 52

Sara Grillo

FEBRUARY 2, 2024

Create a blog, and SEO optimize that blog (I’m going to cover SEO basics that later this week) on each of the following topics. 4 See if you can give classes at your local CPA or estate attorney society. 5 Do a Google search on “Voorhees NJ estate attorney” and take the top three entries that come up.

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Clients Financial Advisor Media Consulting 52

FMG

JANUARY 2, 2023

Feel free to check the table of content below to jump to a particular topic. Choose a title/topic. Webinar ideas/topics can be hard to craft. Choose a topic that discusses their concerns. Evergreen topics: Taxes, social security and medicare are reliable, evergreen topics for any time. What is a Webinar?

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Communication Media Budgeting Financial Services 52

Brown Advisory

MAY 3, 2023

Mike digs into how Brown Advisory is viewing holdings like Bank of America in light of these developments as well as how some real-estate sensitive companies (e.g. The last major topic explored was the economy’s gradual return to “normal” after the multi-year lockdown conditions of the pandemic.

Banking 52

Banking Clients Asset Allocation Ethics 52

Brown Advisory

MAY 3, 2023

Mike digs into how Brown Advisory is viewing holdings like Bank of America in light of these developments as well as how some real-estate sensitive companies (e.g. The last major topic explored was the economy’s gradual return to “normal” after the multi-year lockdown conditions of the pandemic.

Banking 52

Banking Clients Asset Allocation Ethics 52

SEI

AUGUST 2, 2022

Discussions covered a range of topics, including foundation operations, inflation and return expectations, processes for unspent distributions, asset allocation changes, and governance findings. Private real estate and energy were the next most often used. Additional details are available in the presentation.

Asset Allocation 52

Asset Allocation Budgeting Nonprofit Distribution 52

Good Financial Cents

AUGUST 11, 2022

Invest in real estate. Financial advisors I have spoken to on the topic agree, and here’s what a few had to say about the importance of investing with a plan or a goal in mind: “It’s best to have at least a basic financial plan before you start investing outside a 401k/403b. Step 5: Invest in Real Estate.

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Investing Investments Marketing Marketing 109

International College of Financial Planning

FEBRUARY 23, 2024

It demonstrates to employers, peers, and clients alike that the holder possesses a comprehensive understanding of financial planning concepts, including retirement, tax planning, investment management and estate planning. This broad knowledge base is essential for advising clients on how to achieve their financial goals effectively.

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Financial Planner Certification CFP Certified Financial Planner 52

The Irrelevant Investor

FEBRUARY 22, 2019

I've never sold a piece of real estate before so why did I think I could pull this off? Street Easy and Zillow has brought transparency to the real estate market, and yet the two broker model has yet to be disrupted. link] The post The Future of Real Estate appeared first on The Irrelevant Investor.

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Electronics Numbers Sales Marketing 52

eMoney Advisor

MARCH 16, 2023

However, sometimes it gets to be too much when it comes to financial topics. We even addressed this topic on our Happy Hour Money podcast. We can illustrate their financial plan in real time and show them the different cash-flow scenarios, the Monte Carlo analysis—our clients absolutely love that kind of conversation.

Financial Planning 88

Financial Planning Planning Clients Retirement 88

International College of Financial Planning

JULY 20, 2022

Risk analysis is one of the most important topics to understand when pursuing a career in finance. The CFP examination program includes eight topics covering all aspects, from the program’s fundamentals to applying skills in the real world. However, there are much more to it than that. Risk Analysis and its procedures.

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Risk Analysis Certification CFP Certified Financial Planner 52

Clever Girl Finance

AUGUST 22, 2022

You can invest in real estate, set up an IRA , and max out any 401(k) matches you get at work. Have a will and estate plan. While it’s not a fun topic, having a will and estate plan can help your family navigate during a difficult time once you’re gone. You can do this through investing.

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Wealth Accumulation Budgeting Estate Planning Insurance 97

Good Financial Cents

JANUARY 6, 2023

Real Estate Crowdfunding. Real Estate Crowdfunding. Investing in real estate is another smart way to build long-term wealth, yet not everyone wants to be a landlord. Fortunately, you can invest in real estate much more passively with help from a platform like Fundrise or Realty Mogul.

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Investing Investments Accounting Certification 91

Harness Wealth

FEBRUARY 20, 2024

The exam covers a wide array of tax topics, including tax preparation for individuals and businesses, client representation, and tax practice and procedures. Education and Employment To become an EA, one must pass the IRS’s Special Enrollment Examination (SEE).

Taxes 52

Taxes License Education Tax Planning 52

Brown Advisory

OCTOBER 11, 2022

The themes and topics discussed include: The outlook for global markets as recent data suggests inflation may persist, policymakers shape aggressive responses and global growth slows. Recent developments and the outlook for key segments of the private markets, including venture capital (VC), buyout credit and real estate.

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Marketing Marketing Investing Investments 98

Brown Advisory

JUNE 21, 2023

Other topics: The team also discusses how small caps are currently valued at historically low levels and what might cause their fortunes to turn; how bearish sentiment around the state of the U.S. consumer may open up investment opportunities; and how the work-at-home movement continues to impact the commercial real estate market.

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Marketing Marketing Asset Allocation Clients 52

Brown Advisory

JUNE 16, 2022

Sidney Ahl, Erika Pagel, Ryan Myerberg and Joe Pasqualichio recorded a webcast that analyze topics that are top of mind for investors in the current environment. We look forward to discussing these topics with you in the coming weeks. CIO Perspectives Webcast, A Soft Landing, or More Volatility Ahead?

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Asset Allocation Clients Taxes Investing 52

Indigo Marketing Agency

AUGUST 25, 2021

Depending on your niche or client needs, you could bring on any of the following experts: Divorce lawyer Estate planning attorney Mortgage broker Real estate agent Your options are pretty much endless. Then you share it with both of your networks so prospects can learn more about both of you and your areas of expertise.

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Clients Financial Advisor Estate Planning Planning 52

Brown Advisory

AUGUST 19, 2022

Sidney Ahl, Erika Pagel, Ryan Myerberg and Joe Pasqualichio recorded a webcast that analyze topics that are top of mind for investors in the current environment. The themes and topics discussed include: Inflation and the macroeconomic backdrop, including what the latest data tell us about whether recession or staglfation may lie ahead.

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Clients Asset Allocation Investing Investments 52