Zoe Financial

DECEMBER 12, 2023

We have a new white paper called “Welcome to the Jungle,” written by industry consultant Mark Hurley. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Definitely worth a read. Fairly comprehensive.

Wealth Management 40

Wealth Management Management Consulting Taxes 40

Midstream Marketing

FEBRUARY 19, 2021

Taking Back Control Of Your Facebook Marketing Regardless of what vendor you’re using or what they claim to be able to do for you, you need to insist on using YOUR Facebook ads account and YOUR financial advisor Facebook Pixel for the duration of your campaign.

Advertising 52

Advertising Financial Advisor Clients Retail 52

Tucker Advisors

SEPTEMBER 8, 2021

The 401(k) often offers a traditional pre-taxed account and a post-taxed Roth account, with both sourced in a blend of stock and bond options the employee must choose and maintain with the appropriate risk tolerance until retirement. Some of us are lucky enough to work for employers that match a percentage of 401(k) contributions.

Retirement Pension 52

Retirement Pension Retirement Financial Advisor Planning 52

ClearMoney

DECEMBER 14, 2021

3Robert Novy-Marx, “Understanding Defensive Equity” (working paper No. 7Dave Plecha and Jacobo Rodriguez, “A Market-Driven Approach to Fixed Income” (white paper, Dimensional Fund Advisors, June 2016). 8Doug Longo, “The Dimensional Approach to Monitoring Credit Risk” (white paper, Dimensional Fund Advisors, March 2020).

Investments 52

Investments Investing Commission Distribution 52

The Irrelevant Investor

SEPTEMBER 7, 2021

The Bitcoin white paper was written 13 years ago. You click “Confirm” on your phone and the transaction is done (including converting dollars from your account into Bitcoin, if you did not own any Bitcoin). Now it's got a $53 billion market cap. El Salvador just became the first country to adopt Bitcoin as legal tender.

Insurance 52

Insurance Startup Accounting Sales 52

FMG

JULY 13, 2023

On the financial advisor landing page of Simon Quick Advisors , they have included white papers to drive more leads, and the benefits of the guide are stated above. Spell it out for them in a way that is easy to digest so that they can see what they will be receiving by giving out their name, email address, etc.

Financial Advisor 52

Financial Advisor Retirement Financial Consultant CFP 52

Discipline Funds

DECEMBER 28, 2022

Understanding Money If you start with the following book, white paper and videos you’ll have a very solid starting point for understanding money: Pragmatic Capitalism – What Every Investor Needs to Know About Money and Finance (the only item on this page that is not free.

Investments 52

Investments Investing Asset Allocation Assets 52

Midstream Marketing

SEPTEMBER 24, 2019

This is true, but keep in mind that there are also MANY sales funnels out there – and many other forms of deliverables like white papers and books, too. This calculator is perfect for illustrating just how much money it takes to live in a place like San Francisco once things like rent, food and even taxes are accounted for.

Financial Advisor 52

Financial Advisor Retirement Planning Retirement Planning 52

Midstream Marketing

FEBRUARY 11, 2021

Regardless of what vendor you’re using or what they claim to be able to do for you, you need to insist on using YOUR Facebook ads account and YOUR financial advisor Facebook Pixel for the duration of your campaign. At this point, the solution to the aforementioned problem becomes clear.

Financial Advisor 52

Financial Advisor Advertising Clients Accounting 52

Clever Girl Finance

JULY 12, 2023

It will certainly supercharge your bank account! There are many different specialties for writers and some fields like blogging, white papers, and sales have high pay. So if you enjoy social media and would like to manage and plan other people’s accounts, this is a great gig.

Education 98

Education Certification License Engineering 98

The Better Letter

APRIL 29, 2022

business press, like public prosecutors , utterly failed to investigate and hold Wall Street players accountable in the years leading up to the financial crisis of 2008-2009. Advertising white papers, research reports and educational events that are nothing but marketing exercises. We all need to be held accountable.

Media 52

Media Advertising Accounting Management 52

Indigo Marketing Agency

MAY 5, 2020

Now that you’ve contacted your clients, rebalanced accounts, and communicated your plans, it’s time to think about growing your business during this crisis. They’re rebalancing accounts. Also analyzing and seeing if plans have after tax 401k accounts. What has changed in the retirement plan landscape?

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

Brown Advisory

JUNE 21, 2017

The term “alpha” was developed in the late 1960s to describe how an investment has performed after accounting for risk. In theory, the odds of choosing correctly should be 50% (ignoring fees), but, as we’ve said, more managers have underperformed lately than outperformed.

Investments 52

Investments Investing Portfolio Management 52

Brown Advisory

JUNE 21, 2017

The term “alpha” was developed in the late 1960s to describe how an investment has performed after accounting for risk. In theory, the odds of choosing correctly should be 50% (ignoring fees), but, as we’ve said, more managers have underperformed lately than outperformed. Manager Characteristics.

Investments 52

Investments Investing Portfolio Management 52

Brown Advisory

NOVEMBER 8, 2021

Labeled bonds not only allow issuers to be transparent about their climate goals and strategies, but they also allow investors to hold those issuers accountable and demand evidence over time that progress is being made against projected progress against emission reduction targets or related goals.

Portfolio 52

Portfolio Assets Investments Investing 52

The Big Picture

SEPTEMBER 3, 2024

I know you do separately managed accounts, you do mutual funds and you also do a CIT explain those choices. Clients have asked us for separate accounts, model delivery, cis, and we have happily obliged now I’d say the big topic, you know, on the table is ETFs. The power of location.

Investments 147

Investments Investing Management Valuation 147

Brown Advisory

SEPTEMBER 22, 2017

The same is true of research, education, and engagement programs from Ceres, the Global Reporting Initiative, the Sustainability Accounting Standards Board, and others. Deutsche Asset & Wealth Management White Paper. There is nonetheless little to no standardization in how companies report ESG data. The Guardian. Hoepner, A.

Portfolio 52

Portfolio Investments Investing Management 52

Brown Advisory

SEPTEMBER 22, 2017

The same is true of research, education, and engagement programs from Ceres, the Global Reporting Initiative, the Sustainability Accounting Standards Board, and others. Deutsche Asset & Wealth Management White Paper. There is nonetheless little to no standardization in how companies report ESG data. The Guardian. Hoepner, A.

Portfolio 52

Portfolio Investments Investing Management 52

Walkner Condon Financial Advisors

JUNE 2, 2023

Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. According to Her Money , more people are seeking professional financial advice, creating greater opportunities for more women to enter the field.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Sara Grillo

NOVEMBER 14, 2022

Investments savings account type annuities are not designed to withstand the stresses of life that households go through. Some are market-based, the level of interest credited to the account can vary. Mettler is a fan of annuities, but not all annuities. He thinks the industry has been weighted towards investment savings type products.

Insurance 59

Insurance Retirement Financial Advisor License 59

The Big Picture

MARCH 12, 2024

You, 00:30:51 [Speaker Changed] You know, the fascinating thing is I have a vivid recollection of a paper, a white paper coming out by professors Reinhart and Rogo. Really, the professional is the one got a hold accountable 00:59:38 [Speaker Changed] At this point. I never remember it. It was five financial crises.

Banking 147

Banking Marketing Marketing Investments 147

The Big Picture

JANUARY 14, 2025

He was an accountant and CFO of a commercial real estate company. It was accounting, investment banking and consulting. They publish a lot of white papers, they do a lot of research, they have very specific opinions on different topics that seem to come up in the world of finance. I was taken by my dad.

Management 147

Management Investments Investing Assets 147

The Big Picture

NOVEMBER 25, 2024

That is their savings account, particularly when cash is returning nothing. Let’s start out, you wrote a really well received white paper on the entire concept of return stacking. 01:05:21 [Speaker Changed] So, so you, the white paper comes out, WisdomTree launches a product related to this.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

JANUARY 23, 2024

It helps crops grow more farmers crave biochar, but it also sequesters carbon for at least a thousand years according to a new white paper. The median, you know, savings account in America right now is $400 if total savings. And so we’re really excited about companies and technologies like this.

Government 130

Government Startup Manufacturing Investments 130

The Big Picture

FEBRUARY 4, 2025

White paper was about private credit, white paper was about private equity. White paper was about asset backed finance. White paper was about all kinds of aspects of what our private markets today. So that’s what we try to do in Apollo Academy, namely have various educational materials.

Economy 257

Economy Banking Economics Taxes 257

The Big Picture

OCTOBER 31, 2022

We wrote a white paper that was associated with it. SIEGEL: Well, I probably would have not had any bonds in my TIAA-CREF university account. And that’s where Jeremy came in because he was my right hand man, to say the least, in doing all this. We did it not only for the U.S., we did it internationally.

Numbers 147

Numbers Investments Investing Marketing 147