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Summer Reading List Of “Best Books” For Financial Advisors – 2024 Edition

Nerd's Eye View

It quickly became a perennial favorite on Nerd's Eye View, and so I've updated it every year, with new lists of books in 2014 , 2015 , 2016 , 2017 , 2018 , 2019 , 2020 , 2021 , 2022 , and a fresh round last year in 2023.

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2015 BERKSHIRE HATHAWAY ANNUAL SHAREHOLDER MEETING

Brown Advisory

2015 BERKSHIRE HATHAWAY ANNUAL SHAREHOLDER MEETING. Thu, 07/16/2015 - 15:53. The 2015 annual meeting celebrated the 50th anniversary of Warren Buffett taking control of Berkshire Hathaway and it drew a record crowd of over 40,000. Buffett and Munger are going strong at 84 and 91 years young.

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Strategic Advisory Letter | 2015 Year-End Planning Checklist

Brown Advisory

Strategic Advisory Letter | 2015 Year-End Planning Checklist. Thu, 11/12/2015 - 11:10. As 2015 comes to a close, we remind our clients and friends of how important it is take time to review new tax rules, consider tax-saving opportunities and review investment and asset-protection plans before year’s end. Overview of 2015.

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Strategy of the Week: The Peter Lynch P/E/Growth Investor Model

Validea

Lynch was also a gifted communicator. 6.2%) 2015 : -13.8% (vs. During his tenure at the helm of Fidelitys Magellan Fund from 1977 to 1990, Lynch delivered an eye-popping 29.2% average annual return , nearly doubling the S&P 500s 15.8% over the same period. Top 3 Best-Performing Years: 2009 : +62.3% (vs. 29.6%) 2021 : +34.3% (vs.

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3 questions you should ask your clients

Million Dollar Round Table (MDRT)

By Matt Pais, MDRT Content Specialist Toward the beginning of his 2015 MDRT Annual Meeting ConneXion Zone presentation, Seth Groff of Assurity Life cited Voltaire’s quote about judging people by their questions, not their answers. If clients judged you as an advisor based on your questions, what would they say?

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Stocks vs. Bonds: Historical Returns, Risk, and the Case for Both

Darrow Wealth Management

Between 2015 and Q3 2024, the correlation between stocks and bonds was.32 This is a general communication for informational and educational purposes only and not to be misinterpreted as personalized advice or a recommendation for any specific investment product, strategy, or financial decision. 32 according to data from J.P.

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Present at the Creation: Early-Stage Venture Capital

Brown Advisory

In November 2015, Square, a San Francisco-based creator of mobile payment technology, went public at $9 per share and immediately rocketed 45% to a valuation of more than $4 billion. From 2010 until 2015, the bull run in publicly traded equities led to a surge in valuations across the venture capital industry. Superior Six.