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Weekend Reading For Financial Planners (June 10-11)

Nerd's Eye View

And given the opaque nature of many private investments, financial advisors could play an important role in helping their clients assess whether these opportunities make sense for their portfolio and broader financial plan.

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Announcing IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

Accordingly, in 2020 the North American Securities Administrators Association (NASAA) introduced a Model Rule for the first-ever CE obligation for Investment Adviser Representatives (IARs) to maintain their Series 65 license after initially obtaining it.

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10 Wednesday AM Reads

The Big Picture

In the first of three special articles we explain how they work. At the same time, however, the study also shines a spotlight on just how powerful AI is, how disruptive it might be, and suggests that this new, astonishing technology could have economic effects that change the shape of income inequality going forward. (

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The Blockchain Promise is Always Around the Corner, IBM and Maersk Scrap Efforts

Mish Talk

The article is licensed under a Creative Commons Attribution 4.0 International License. There is much more in the article. The Journal of Shipping and Trade discusses the advantages and disadvantages in a Review of Studies of Blockchain Technology Effects on the Shipping Industry by Kelly Gerakoudi-Ventouri.

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Lou Glutz Wants To Sell You An Annuity!

Random Roger's Retirement Planning

I immediately thought of Lou Glutz (the Eugene Levy character) when I stumbled into two articles about annuities. My standard preamble when talking about annuities is that I am not licensed to sell annuities. I had my insurance license ages ago for one job but never sold an insurance product.

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The Corporate Transparency Act: What You Need to Know

Carson Wealth

box) State of formation Tax identification number (those businesses without one will need to obtain a unique identification number) Copy of an identifying document such as Articles of Incorporation or Organization For each beneficial owner: Full legal name Date of birth Home address (no P.O.

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How Much will the Fannie & Freddie Conforming Loan Limit Change for 2024?

Calculated Risk

The limit is updated annually, and is adjusted using the FHFA’s quarterly national, seasonally adjusted, expanded-data index: Expanded-Data Indexes (Estimated using Enterprise, FHA, and Real Property County Recorder Data Licensed from DataQuick for sales below the annual loan limit ceiling). There is much more in the article.

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