FMG

FEBRUARY 28, 2024

In recent years, blogs and videos have become commonplace. Blogs allow advisors to create short-form informational writing pieces, while videos are more engaging and entertaining. Everything from stock market performance to general financial education and tips. Hosted by Lon W.

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The Motley Fool

MAY 28, 2024

There was a great blog post this week from Liz Reid, the head of Google search. It seems like they saw round that corner and have come up with a way to where they might be able to avoid that in a quote from this blog posts that I just think it's important to read. A consultant can come in and help tease that out.

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Indigo Marketing Agency

JUNE 21, 2023

Looking Forward The stock market has seen a surge of optimism as well with the S&P 500 reaching bull market status on June 9th. The index has rebounded 23% since its low in October 2022, causing the Chief Equity Strategist at Bank of America, Savita Subramanian, to announce, “The bear market is officially over.”

Education 52

Education Consultants Consulting Banks 52

Pension Pulse

OCTOBER 20, 2023

CPPIB hired its own third-party market research firm to analyze the survey, and says the resulting report by Innovative Research Group concluded the survey “failed to meet its objectives of effective public consultation.” The survey is unfortunately formulated to direct opinions rather than seek them.”

Investing 59

Investing Consultants Consulting Debt 59

Integrity Financial Planning

DECEMBER 11, 2023

1] Remember, the idea behind this portfolio is to hedge stock market returns by holding bonds as well. This is because when businesses are doing well, the stock market would ideally reflect that. And while this strategy does have its merits, it can have some flaws in certain economic situations. [1]

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Portfolios Consultants Consulting Assets 52

The Motley Fool

JANUARY 25, 2024

Streamlining decision making, he proudly ignores consultant reports, he's getting it back to an operating profit. Robert Brokamp: Well, Sam, many folks have run the numbers behind this question, including a handful of studies from Vanguard and a few posts from Nick Juli of the Dollars and Data blog. I'm warming up to the guy.

Investors 130

Investors Taxes Banks Education 130

Ballast Advisors

NOVEMBER 29, 2022

If you’d like to learn more about how tax harvesting works and what it can do for your investment portfolio, we invite you contact us for a portfolio consultation. Properly and improperly timed sales can directly affect the overall return you receive from your investments. ADDITIONAL SOURCES: [link]. link]. .

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Taxes Mutual Funds Consultants Consulting 40

Sara Grillo

APRIL 11, 2022

For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. The benefits of scalability are exaggerated so that management consultants can sell you packages.

Portfolios 52

Portfolios Investors Consultants Consulting 52

Sara Grillo

FEBRUARY 13, 2023

For those of you who are new to my blog/podcast, my name is Sara. I am an irreverent and fun marketing consultant for financial advisors. large-cap stocks had a 0.14% fee on average. Thanks for reading our blog about the drawbacks of ESG investing. That helps because that’s a primary market transaction.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

The Motley Fool

FEBRUARY 10, 2024

Perhaps most seminally, he wrote two books, the first of which was, You Can Be a Stock Market Genius, which I put on the rankings as the best named book of all time. Then another, The Little Book That Beats the Market. It makes consultants and bankers really rich, but shareholders really poor.

Companies 246

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Sara Grillo

MAY 8, 2023

For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Prior to joining MetLife in 2013, Bobby was a consultant to life insurers, distributors and high-end agents.

Mutual Funds 59

Mutual Funds Collateral Taxes Leveraging 59

Diamond Consultants

DECEMBER 20, 2022

The stock market dropped precipitously, and inflation peaked at its highest in decades. Yet through it all, advisors thrived in ways like never before—with the benefit of an ultra-robust seller’s market, plus transition deals and M&A multiples off the charts.

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Private Equity Firms Private Equity Firms Enterprise Values Banks 59

The Motley Fool

OCTOBER 18, 2024

Paul Graham from Y Combinator wrote in a blog, reflecting on what Brian had been talking about about how when companies grow, consultants and board members start to advise these founders that they need to delegate. The key is that you don't have to sell stocks when they're down, to fund your living expenses.

Investing 130

Investing Consultants Consulting Capital 130

The Big Picture

NOVEMBER 18, 2022

They include financial firms, recruiters, consultants, health care companies and even a fish and chip shop in the U.K. Bubbles Aren’t Just For Stock Markets : What was historic was we saw the collapse of three giant bubbles within hours of each other. . Ian’s Blog: Nominal Returns ). • Businessweek ).

Startups 52

Startups Consultants Consulting Asset Management 52

Pension Pulse

JUNE 5, 2024

This is an excellent comment from Bert worth sharing on my blog and I generally agree with everything he states with some minor caveats here and there. Let's start with the biggest risk in the market and for me, it's quite obvious: 1999 dotcom bubble was so cute pic.twitter.com/vbQpHypxiE — Michael A.

Pension Funds 59

Pension Funds Assets Private Equity Firms Private Equity Firms 59

The Big Picture

APRIL 11, 2023

And the only reason I can think for why dividends became the key way of returning cash is I went back to the history of markets. Bond markets preceded stock markets. So when stock markets were first open, to attract investors to buy stocks, they had to be disguised as bonds. You have a blog.

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The Motley Fool

JUNE 20, 2024

I ended up leaving the company and put out a shingle as a consultant. The Motley Fool had a web service, a web blogging network. Start learning about how things work in the stock market. I started working with small businesses and advising them on finance and strategies. That was another learning experience for me.

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Mutual Funds Investing Banks Financing 130

The Motley Fool

JANUARY 8, 2025

In this podcast, Motley Fool host Dylan Lewis and analysts Ron Gross and Asit Sharma discuss: The state of the stock market as investors head into the new year, the outlook for 2025, and the big questions concentration is creating for investors. The corners of the market they're paying attention to for opportunities.

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The Motley Fool

AUGUST 19, 2024

The stock market or the one RFK Jr. It's this moment where people want analytics and everything, five years post money ball, and the blog FiveThirtyEight kind of takes off. This industry does relate to stock market stuff but you talk about the efficient markets. Which pair matters more? That was very lucky.

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