Nerd's Eye View
JULY 10, 2023
But as market trends changed (with the performance of this asset class falling behind large-cap stocks during the 2010s) and clients entered retirement (often consolidating their investment management with 1 advisor), Eliot Rose started losing clients, eventually becoming unprofitable in 2016, the year Jason became president of the firm.
Nerd's Eye View
MAY 15, 2024
Specifically, the DoL's new Retirement Security Rule defines an "investment advice fiduciary" as anyone who makes an investment recommendation to a retirement investor which is provided for a fee or other compensation (e.g.,
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Nerd's Eye View
DECEMBER 26, 2022
Accordingly, just as I did last year, and in 2020, 2019, 2018, 2017, 2016, 2015, and 2014, I've compiled for you this Highlights List of our top 20 articles in 2022 that you might have missed , along with a few of our most popular episodes of ‘Kitces & Carl’ and the ‘Financial Advisor Success’ podcasts.
Nerd's Eye View
OCTOBER 4, 2022
We also talk about how Ramit’s interactions with people on his platform and on his social media channels has led him to increasingly focus not just on personal finance but how psychology plays a major role in the way people prioritize their finances and sometimes create unrealistic or unhealthy relationships with their money, why Ramit supports (..)
Trade Brains
SEPTEMBER 21, 2024
Reliance Infrastructure Limited’s borrowing has continuously decreased since 2016. Future Plans of Reliance Infrastructure Reliance Infrastructure aims to enhance Mumbai’s public transport through its Mumbai Metro One (MMOPL) business by integrating with new metro lines like Line 2A and 7.
Good Financial Cents
DECEMBER 22, 2022
2016: 9.54%. Invest in a Small Business. Investing in small businesses can be a great way to diversify beyond the stock market. You’ll need a few good ideas to develop a business plan that could work. You could start a home-based business or consider investing in a franchise. 2020: 16.26%.
Steve Sanduski
DECEMBER 31, 2023
In today’s post, I discuss how well I executed on my 3 words from 2023 and then reveal my 3 words for 2024. Past 3 Words Here are my 3 words and their associated blog posts from previous years.
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