WiserAdvisor
FEBRUARY 21, 2023
is expected to have an astounding 80 million older people aged 65 and above by 2040. They can easily keep track of transactions, identify any changes or miscalculations, and help their clients take timely actions to spot any kind of misuse. Additionally, it also helps clients manage their money better.
Random Roger's Retirement Planning
APRIL 22, 2024
An individual 20 year treasury bond bought when yields were at their lowest will return 100 cents on the dollar when it matures in 2040. Bond funds have no par value to return to which might make them worse than individual bonds. There is nothing that says TLT must get back to the $171 dollars it traded at in 2020.
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Random Roger's Retirement Planning
SEPTEMBER 27, 2023
Line item risk refers to when a person (client) focuses in on the one or two things in the portfolio that are doing poorly. It's human nature but depending on the holding in question, this sort of focus can be very unproductive and is a good chance for the advisor to increase clients' understanding of portfolio construction.
Trade Brains
APRIL 11, 2023
Its multi-channel distribution network comprises branches, an online portal, dedicated customer care and phone service that caters to all the investment needs of the clients. It plans to increase its electricity generation capacity to 5,000 MW by 2023, 12000 MW by 2023 and 25000 MW by 2040.
Trade Brains
AUGUST 22, 2022
The Indian lounge market is expected to grow at four times the current market size and is expected to reach 204 lounges by 2040. Has a strong and long-standing relationship with marquee Clients including global card network providers in India and prominent Indian and global banks and corporates.
Brown Advisory
AUGUST 11, 2017
We work with many clients on strategies to help them voice their views effectively. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients.
Brown Advisory
AUGUST 11, 2017
We work with many clients on strategies to help them voice their views effectively. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients.
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