The Big Picture

AUGUST 20, 2024

So any compliance people listening, I’m just spitballing here. So the growth of balanced funds was a real, really key characteristic of that 2006 to 2012 market. And then in 2012, they changed the QDIA to what’s called a target date fund. That’s Barry saying it. That’s not Mike.

Assets 173

Assets Management Portfolio Marketing 173

Brown Advisory

NOVEMBER 12, 2015

In this letter, we outline a number of tax-saving and other opportunities to consider before the close of the year. As we note in some of the suggestions that follow, there are a number of ways to accelerate or delay income that may make sense for you, depending on where your income sits relative to the various thresholds listed above.

Planning 52

Planning Taxes Distribution Medical 52

Trade Brains

SEPTEMBER 6, 2023

EMS IPO Review – About The Company EMS Limited previously known as EMS Infracon, incorporated in 2012, is engaged in the business of providing water and wastewater collection, treatment, and disposal services. In this article, we will look at EMS IPO Review 2023 and analyze its Price Details, GMP, strengths, weaknesses and more.

Engineering 59

Engineering Government Budgeting Transportation 59

The Better Letter

JUNE 23, 2022

“You’ll see I wear only grey or blue suits,” then-President Barack Obama told Michael Lewis in 2012. If we can up that number some, we’ll improve our decision-making a lot. ” There are other ways of reducing the number of decisions we make. Hence the number of knights in the group is five.

Numbers 52

Numbers Accounting Insurance Math 52

The Big Picture

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. Let me say what your compliance wouldn’t allow you to say. I don’t remember the number. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half. Less, 20, 30%? And — RITHOLTZ: What?

Management 130

Management Investing Investments Government 130

Sara Grillo

MAY 8, 2023

KEY POINT For advisors: When you look at the illustration and you see an illustrated rate that is 5, 6, 7% based on the maximum AG 49 rate, which is the cap applied to the historical data, as an advisor you should ask for a much lower number, such as 2-4%. He is also the Executive Editor of The Life Product Review since 2012.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

Sara Grillo

SEPTEMBER 26, 2022

I mean, how is the CFP Board even going through a process of due diligence, again, innocent till proving guilty in the sense when they have all kinds of disclosures, but at the same time, they’re publicly reprimanding 40 people, 80 people, whatever the number is, in a given year, out of the tens of thousands.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

MAY 21, 2024

So it’s got this math angle where it, you know, it’s all numbers, but then there’s this behavioral angle and psychological angle where, you know, it’s, it’s kind of a fun problem to tackle. It’s kind of a silly number, but people are going to think you’re smart or dumb based on that number.

Numbers 147

Numbers Management Banking Marketing 147

Sara Grillo

SEPTEMBER 12, 2022

Salaske says you would practically have to be a convicted felon for them to strip you of the mark; they want high numbers so they can collect their revenue and chest pound about membership. Nothing in this podcast or blog can be interpreted as legal or compliance advice. About Scott Salaske.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Carson Wealth

NOVEMBER 11, 2024

Many noted how the 2022 midterms came in much closer to expectations and that maybe this time so would the presidential election, but this is yet another election involving President Trump that saw his eventual numbers come in better than expected, similar to 2016 and 2020. This is up from just over 82 million four years ago.

Marketing 95

Marketing Marketing Economy Numbers 95