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Weekend Reading For Financial Planners (Oct 1-2)

Nerd's Eye View

A new bill would make many parts of the Tax Cuts and Jobs Act of 2017 permanent, including its changes to tax brackets, the higher standard deduction, and the cap on state and local tax deductions.

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10 Weekend Reads

The Big Picture

The Atlantic ) • Light and gravitational waves don’t arrive simultaneously : In 2017, a kilonova sent light and gravitational waves across the Universe. He manages a diversified portfolio of late-stage growth equity in technology, consumer, health care, and financial services sectors. Here on Earth, there was a 1.7

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The State of the Financial Services Industry

The Irrelevant Investor

(Full disclosure, Ritholtz Wealth Management has 7 Certified Financial Planners on staff) According to the journal, "The Board tells financial planners $145 of their $355 annual certification fee goes to a public-awarezness campaign, which in part promotes the LetsMakeAPlan.org site. There is still time to get your ticket here.

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3 simple, low-cost ways to connect with potential clients

Million Dollar Round Table (MDRT)

Levasseur The most important aspect of a successful financial services business is identifying, nurturing and processing prospects into new clients. This was excerpted from “ 10 steps to effective prospecting ” (MDRT member exclusive) in the the January/February 2017 issue of Round the Table. By Thomas F.

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When Should the New Yew York Department of Financial Services have Rehabilitated American Transit Insurance?

Aleph

In their 2018 MD&A, they said: “The Company has rejected the reports for December 31, 2018 and 2017 from its independent actuary. The actuary has estimated that the Company’s reserves for unpaid losses and loss adjustment expenses as of December 31.

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Market Commentary: The Dow’s on a Winning Streak

Carson Wealth

This is the longest win streak since September 2017. The last time the Dow got to 10 wins in a row was August 2017. Incredibly, 2017 saw three separate nine-day win streaks, the most for any one year since 1955, which had a record of four. Recent data suggest a major slowdown is not in the cards. over the past year.

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Jake Kaufmann Member Profile: Building a Thriving Insurance Career While Empowering Clients and Colleagues

NAIFA Advisor Today

Jake Kaufmann’s dedication to his clients, his passion for the financial services industry, and his leadership within NAIFA all highlight his commitment to helping others succeed. Hailing from Billings, MT, Jake has been a loyal NAIFA member since 2017.