Truemind Capital

APRIL 19, 2024

In case, the results in June 2024 come contrary to the expectations of the thumping majority, we are at a risk of markets correcting by at least 5%. The major laggards were FMCG (down 6%), IT (down 2%) and financial services (down 2%). Discipline, temperament and risk management win over speculations in the long term.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

Trade Brains

JULY 4, 2024

Nuvama Wealth Management – Company Overview Nuvama Wealth Management headquartered in Mumbai, acts as a key player in the Indian financial services industry. Nuvama’s client-centric approach offers a comprehensive suite of wealth management solutions. Particulars Amt Particulars Amt CMP 4,943.10 TTM) 30.78

Wealth Management 40

Wealth Management Management Planning Financial Services 40

The Big Picture

MARCH 7, 2023

Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. And at the SAC Capital, it was all about risk management. VASSALOU: Yes.

Assets 173

Assets Management Marketing Marketing 173

Indigo Marketing Agency

JANUARY 24, 2024

Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction. She also worked with top financial services companies like Chase, E-Trade, CNBC, and more.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction. She also worked with top financial services companies like Chase, E-Trade, CNBC, and more.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

WiserAdvisor

MARCH 13, 2024

This alignment is crucial for achieving long-term financial security and weathering market volatility with resilience. It serves as a fundamental risk management strategy. For the tax year 2024, individuals can contribute a sum of $4,150 and families can contribute $8,300 to their HSA.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

The Big Picture

MARCH 5, 2024

So I saw many companies then taxed and financial services. We were talking about March now we’re talking about May even June of 2024. And our final question, what do you know about the world of investing of credit, of risk management today that you wish you knew when you were first getting started 30 years or so ago?

Banking 147

Banking Portfolio Assets Investments 147

The Better Letter

JANUARY 26, 2024

That didn’t happen, obviously, so now he says it’s coming in 2024. In 1999, just before the Great Financial Crisis and a huge market drop, he wrote The Roaring 2000s: Building the Wealth and Lifestyle You Desire in the Greatest Boom in History. .” Issue 164 (January 26, 2024) ” The S&P 500 was up 26.06

Assets 105

Assets Valuation Management Marketing 105

Indigo Marketing Agency

JANUARY 25, 2025

Samantha was also a finalist in the 2024 Wealthies. ( The Wealthies are prestigious awards in the financial industry, honoring outstanding achievements by companies, organizations, and individuals that support financial advisor success.) Check out his X and LinkedIn (over 6,000 followers) feeds for insights.

Financial Advisor 52

Financial Advisor Education CFP Clients 52

The Big Picture

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. How fundamental was that to your learning about investing, trading risk management, starting with futures? And really the answer to that question is what happens in 2024? It’s not fun.

Taxes 280

Taxes Banking Clients Management 280

Carson Wealth

DECEMBER 30, 2024

Old investing maxim This is our last market commentary of 2024, and it may be the most important. In fact, in the second half of todays commentary we look back at the recommendations we shared at the beginning of the year in our 2024 Outlook and how they turned out. With that, heres the verdict on 12 calls we made in our 2024 Outlook.

Marketing 60

Marketing Marketing Valuation Economy 60