Nerd's Eye View
OCTOBER 11, 2023
Rather, when the Compliance Rule originally went into effect in 2004, the adopting release described only 3 elements that should be considered in an annual review: 1) compliance matters in the previous year (e.g., Notably, the exact formatting, length, level of detail, and overall content of annual reviews are not prescribed by the SEC.
Darrow Wealth Management
FEBRUARY 9, 2025
Simulated portfolio income using historical dividends Imagine you invested $1,000,000 on the last day of 2004. Hypothetical simulation assumes $1M was invested on 12/31/2004, 50% in SPY and 50% in AGG, portfolio was never rebalanced, dividends not reinvested, and no other contributions/withdrawals in the account. Source: J.P.
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The Irrelevant Investor
APRIL 6, 2021
Gordon wasn't particularly impressed, saying: The main benefits of digitalization for productivity growth have already occurred during the temporary productivity growth revival of 1996-2004. It's been more than 5 years since this book came out, and Gordon is changing his tune. a year over the next 25 years.
Steve Sanduski
JULY 16, 2024
Guest: Amy Koenig , a financial advisor coach and the Chief of Operations at ROL Advisor. In a Nutshell: Amy Koenig was the first coach I hired back in 2004 when I was running Peak Advisor Alliance-now Carson Coaching. We want to free up the advisor’s time. The advisor often thinks I am the only one who can do this.
Random Roger's Retirement Planning
JULY 18, 2022
Making changes to client portfolios' overall volatility through the duration of a stock market cycle predates when I started blogging in 2004. For purposes of clarity I will use vol to refer to the asset class and volatility to refer to effect and impact. The ways in which I do that have evolved over that time.
Walkner Condon Financial Advisors
FEBRUARY 15, 2024
While no significant decreases in charitable giving were found, CCS did find that “in more recent presidential election years, it appears that political giving is making up an increasingly larger percentage of all giving during the months surrounding the election, hovering around 12% in the fall of 2016 compared to around 8% in the fall of 2004.”
The Big Picture
JUNE 6, 2023
So, you start the blog in 2004, more or less. Find out if it’s for you and then the second thing I would say is if you are interested in financial counseling, therapy, et cetera, you’re going to learn the technical skills but the skill that I think is underrepresented when it comes to money is understanding people.
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