Random Roger's Retirement Planning

APRIL 23, 2023

It was short anecdotes from older white collar workers who are planning to never retire. I'm not even sure my thoughts on what's best for me are even evolving, I don't plan to disengage from markets ever. Without any planning, I don't mean financial, retirement is more of an ending and yeah, that sounds difficult to me.

Retirement 75

Retirement Planning Advertising Budgeting 75

Trade Brains

NOVEMBER 1, 2022

Future plans and a summary conclude the article in the end. In another move in 2016, Ambuja bought Holcim’s stake in ACC which the Swiss major had started acquiring in 2004. Future Plans Of Ambuja Cements. Ambuja Cements has also secured limestone reserves to support its long-term growth plans. MTPA at its Ropar unit.

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Planning Manufacturing Transportation Accounting 52

Random Roger's Retirement Planning

SEPTEMBER 30, 2024

Back in 2004, there were very few bloggers, it was a new thing. My blog was the Forbes blog of the year for 2004 in less than three full months of blogging which should tell you how thin it was back then. I can see all those old posts in the blogger template but cannot see the site. I mentioned Seeking Alpha above.

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Numbers Taxes Investing Investments 81

Prosperity Coaching

AUGUST 8, 2022

As a Financial Advisor Coach since 2004, I’ve created a huge library […]. Acquiring a Financial Advisory Practice – 5 Ways to Promote a New Firm: one of the many ways to grow your financial advisory practice is through the acquisition of a firm where the owner is seeking to retire.

Financial Advisor 52

Financial Advisor Retirement Planning Marketing 52

Prosperity Coaching

JANUARY 20, 2022

I’ve been a Coach for financial advisors since 2004 and I’ve seen many changes in ways to market an advisory firm. Instagram can work for financial advisors! You may have this image in your head of Instagram as a photo-sharing platform that the “kids these days” are into; however, it’s […].

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Financial Advisor Marketing Marketing Media 52

Trade Brains

OCTOBER 22, 2023

About The Company Incorporated in 2004, Paragon Fine and Speciality Chemicals is a company that specializes in custom synthesis and manufacturing of chemical intermediates for various industries, such as Pharma, AGRO, Cosmetics, Pigment and Dye. Keep reading for more details! India exports its chemical products to more than 175 countries.

Manufacturing 105

Manufacturing Pharmaceutical License Portfolio 105

Random Roger's Retirement Planning

APRIL 9, 2024

Mutiny makes a point that I've been writing about and have embedded into my process since 2004. As we say all the time, whereas stocks are the thing that goes up the most, most of the time in the modern era I would want more than 25% in equities for anyone needing normal stock market growth for their retirement plan to work.

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Random Roger's Retirement Planning

SEPTEMBER 9, 2022

I've owned NEE for clients since 2004 or 2005 when it was still FPL Group which stood for Florida Power & Light. Of course there's a story there that becomes pretty apparent once you look under the hood which is that XLU's largest holding is Next Era Energy (NEE). Here's the above chart with NEE added in.

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Clients Investing Investments Marketing 75

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.

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Financial Planning Economics Portfolio Investing 52

Random Roger's Retirement Planning

APRIL 8, 2023

I started this blogger looks at series when I was 40 , then posted at 50 then 55 and decided last year that a lot can happen in year so I wrote one for 56 and plan to do this every year for the time being. One of the partners of the firm where I have been since 2004 was found to have done illegal trading and he was immediately terminated.

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Insurance Compliance Engineering Planning 98

The Irrelevant Investor

JUNE 15, 2019

There are more than 100 million Americans with a defined contribution plan, holding more than $7.5 Vanguard did a study at the DC plans on their platform, which has more than 5 million participants. One of the biggest changes in 401(k) plans over the last fifteen years has been the explosion of target-date funds.

Asset Allocation 52

Asset Allocation Retirement Accounting Distribution 52

Trade Brains

JUNE 7, 2024

The growth in Systematic Investment Plans (SIPs) and the surge in new demat account openings are testament to the growing interest of retail investors in the equity markets. In 2004, Angel one expanded its offering by opening a commodity broking division. The company is headquartered in Mumbai, India.

Retail 59

Retail Wealth Management Education Investing 59

Steve Sanduski

NOVEMBER 24, 2022

In 2004, I set out to climb (conquer) Mount Rainier. I learned the hard way that you don’t “conquer” a mountain. My goal was to get that summit pic of me holding the ice axe over my head while congratulating myself and my teammates for this great achievement.

Food 59

Food Business Planning Management Planning 59

Trade Brains

FEBRUARY 14, 2023

Yeah, that lot that talks about terms like compounding, risk profile, returns, retirement planning, budgeting, Investing, and whatnot! A Systematic Investment Plan (SIP) is an investment route offered by mutual funds, wherein multiple investors invest a fixed amount of money at regular intervals, say monthly or quarterly. What is SIP?

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Healthcare Retirement Investing Investments 59

Steve Sanduski

JULY 16, 2024

In a Nutshell: Amy Koenig was the first coach I hired back in 2004 when I was running Peak Advisor Alliance-now Carson Coaching. Certainly investment management, financial planning, some of those things definitely need to fall in the advisor’s lap, at least as you’re building your firm. I’m the best at that.

Clients 59

Clients Financial Advisor Compliance Financial Planning 59

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.”

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Nonprofit Distribution Government Assets 89

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.

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Assets Portfolio Clients Financial Planning 74

Trade Brains

APRIL 12, 2023

Lemon Tree Hotels was founded in 2002 and started in 2004 by Mr Pattu Keswani with 1 hotel having only 49 rooms. By the end of FY25, the management plans to have an inventory of 11,240 rooms across 122 properties. .) ₹6,000 EPS ₹0.6 Stock P/E 133 RoCE 1.2% RoE -10% Promoter Holding 23.6% Book Value ₹10.7 Debt to Equity 2.49

Banking 97

Banking Retail Communication Assets 97

The Richer Geek

FEBRUARY 23, 2022

Russ began his professional career as an investment advisor in 2004 after graduating from Auburn University — a slight foray from 10-year-old Russ’ dream of becoming a professional baseball pitcher. The goal, the plan, and then the support. And it may be estate planning, or it may be through the use of different cash management tools.

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Estate Planning Planning Taxes Investment Advisor 52

Trade Brains

SEPTEMBER 10, 2024

The LTHL opened its first hotel with around 49 rooms in 2004. Future Outlook Of Lemon Tree Hotels Lemon Tree Hotels plans to complete the renovation of its owned hotels by the end of FY26, to enhance room quality and customer experience. Capex plans are going on in the company to limit exposure to owning hotels.

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License Portfolio Marketing Marketing 52

Brown Advisory

APRIL 22, 2020

and the targets that they have embedded in their long-term planning. We also look for confirmation in issuers’ capital expenditure plans—essentially, we are looking for hard evidence that they intend to follow through on stated goals.

Portfolio 52

Portfolio Clients Investing Investments 52

Brown Advisory

APRIL 22, 2020

and the targets that they have embedded in their long-term planning. We also look for confirmation in issuers’ capital expenditure plans—essentially, we are looking for hard evidence that they intend to follow through on stated goals.

Portfolio 52

Portfolio Clients Investing Investments 52

Trade Brains

JULY 16, 2022

The government plans to spend US$ 2.6 The company now plans to provide gas to the entire capital region. Founded in 2004, Adani Total Gas Ltd. Like many other sectors, the government has an important role here too. When it comes to Liquified Natural Gas India is the 4th largest importer in the world. The country imported 31.9

Distribution 52

Distribution Government License Marketing 52

Trade Brains

MARCH 29, 2024

In 2004, it was acquired by Bharti Airtel and renamed Bharti Hexacom Ltd. Such services include enhanced customer engagement and customized family plans as part of the Airtel Black proposition. The Company is in the Northeastern states of Arunachal Pradesh, Mizoram, Manipur, Nagaland, Meghalaya, and Tripura.

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Government Communication Valuation Consulting 59

Mr. Money Mustache

JANUARY 29, 2021

I have no long-term plans to be a landlord. How could we secure this house, so she would get an amazing deal and I would get to live next to a really great group of friends (and continue my plan to gradually take over more of the street) rather than rolling the dice with a random set of new neighbors? More history here.

Accounting 53

Accounting Taxes Investing Investments 53

The Big Picture

APRIL 18, 2023

I think because the private equity investing model has been really good for our clients, which are state pension plans, sovereign wealth funds, you know, ensuring the retirement safety of many — tens of millions of people. Probably somewhere around 2004 or ‘05, we started doing things by ourselves. And, you know, why is that?

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Assets Investing Investments Valuation 163

The Big Picture

JUNE 11, 2024

The transcript from this week’s, MiB: Peter Mallouk, Creative Planning CEO , is below. He has since built Creative Planning into one of the nation’s largest RIAs and an absolute powerhouse running over $300 billion. What was the plan for your career with that combo? What led you to acquire the company in 2004?

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Planning Clients Investing Investments 163

Trade Brains

MARCH 31, 2023

crores for the sword of Tipu Sultan at an auction in London in the year 2004. He planned on expanding the airline globally. Vijay Mallya also contributed significantly to protect Indian history by bringing back precious artifacts belonging to Tipu Sultan and Mahatma Gandhi. This included a bid that he won at 1.7

Banking 52

Banking Transportation Taxes Ethics 52

The Big Picture

JUNE 6, 2023

So, you start the blog in 2004, more or less. I said, yes, I plan to. I say fantastic, but most people with separate accounts never had that conversation and that is the plan. We’d rather dream about having 10 million then start investing $100 a week. RITHOLTZ: Perfect is the enemy of the good, isn’t it? SETHI: Yes.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

NOVEMBER 21, 2023

So of course, when you have that level of volatility in the market, right, it’s gonna put a little chill into people’s plans. You could have waited to invest in Google in 2004 in their IPO, and you would’ve captured 90 plus percent of all the profits ever generated in internet search. All of those companies, right?

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Investing Investments Startup Accounting 246

The Big Picture

SEPTEMBER 23, 2024

So, is it, is it safe to say finance was always in the career plans? 00:02:24 [Speaker Changed] Finance and business was always in the career plans. It isn’t like that was the plan 40 years ago. I have worked at Booz Allen and Hamilton, I’m a strategic planning guy. I get hired by Citibank in planning.

Banking 148

Banking Investing Investments Assets 148

Random Roger's Retirement Planning

AUGUST 17, 2023

I've got quite a few names that have been in the portfolio since 2004-2006 when I first started this phase of my career. The yellow line stock goes back to 2004. I didn't buy stocks in 2004 thinking about 2024 or 2034 but I take from his post that Six Bravo does think is those terms.

Numbers 75

Numbers Portfolio Math Portfolio Management 75

Random Roger's Retirement Planning

JUNE 3, 2023

Finally at the end of the article was an idea that I have been talking about for ages, like going back to the original version of this site in 2004 which is means testing. It is far more productive to be realistic about possible changes and get to work on some sort of Plan B in case any changes do have a material impact on your situation.

Retirement 72

Retirement Taxes Math Accounting 72

Random Roger's Retirement Planning

OCTOBER 25, 2022

GLD started trading on November 18th, 2004. A friend that has been by my side for 17 or 18 years, helping out more often than not. I expect I will miss this friend some but maybe not a lot. No, no one died thankfully. I sold the SPDR Gold Trust (GLD). Either way, I've been holding it for 17 or 18 years.

Management 74

Management Sales Accounting Portfolio 74

The Big Picture

MAY 30, 2023

And so these were two stories, maybe three, before I’m 9-years-old of bad economics, bad culture, and a bad business plan. Different risk tolerance and different business plan. When you’re going to chill in the evening, I’m preparing my next business plan. They have a dumb business plan. RITHOLTZ: Right.

Banking 148

Banking Economics Business Planning Economy 148

Random Roger's Retirement Planning

DECEMBER 22, 2023

There's a lot of neat things about 19+ years of blogging, I started in Sept 2004, including circling back around to ideas that we started talking about a longggggg time ago.

Portfolio 74

Portfolio Asset Allocation Accounting Management 74

The Big Picture

JULY 4, 2023

What were your early career plans? It was a spin out from, so this would have been 2004, spin out from a well-known prop group, to my point on doing work for a lot of the prop groups. Elliott just created an investment committee in 2021, I think precisely to get things ready for succession planning.

Management 148

Management Recruitment Numbers Banking 148