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.

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

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. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Marketing 98

Marketing Marketing Financial Advising Math 98

Brown Advisory

JULY 23, 2019

Buffett agreed that precision railroading had been beneficial for its adopters over time, but it created disruption—sometimes substantial—to client service as it was implemented. will turn socialist in 2020, 2040 or 2060. KHC makes a good business return, earning approximately $6 billion before taxes on $7 billion of tangible capital.

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JULY 23, 2019

Buffett agreed that precision railroading had been beneficial for its adopters over time, but it created disruption—sometimes substantial—to client service as it was implemented. will turn socialist in 2020, 2040 or 2060. KHC makes a good business return, earning approximately $6 billion before taxes on $7 billion of tangible capital.

Insurance 52

Insurance Investing Investments Management 52

The Big Picture

MARCH 17, 2025

You sit in a room all day doing tax returns or something, it’s just not, you know, that it seemed antisocial. I I, it’s funny because my last book was 15 years ago and now I have a new one coming out and the next one will be in 2040. A third was a temporary tax cut. And I thought, what do you do? I do $200 billion.

Taxes 147

Taxes Economy Government Budgeting 147

The Big Picture

FEBRUARY 4, 2025

That’s why marginal tax rates in Denmark are 55%. Barry Ritholtz : But you left before you had to pay those 55% tax rates. Yeah, Torsten Slok : So at Deutsche Bank I spent essentially all my time on going to clients with sales. And of course all this is subsidized and ultimately paid for by the Danish taxpayers.

Economy 257

Economy Banking Economics Taxes 257

The Big Picture

MARCH 11, 2025

You, you get to meet a lot of interesting executives and, and the prevalence they’re grappling with, but you also still have access into the institutional investor world who are also clients. I don’t, it’s 00:54:31 [Speaker Changed] Like, well we have it in 2050, probably in 2040.

Economics 130

Economics Economy Consulting Investing 130