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Transcript: Mike Green, Simplify Asset Management

The Big Picture

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. Now, I don’t believe the market structure is subject to the same risks as a single inverse trading instrument, but he makes a really compelling case for this is important. With no further ado, my discussion with simplifies Mike Green.

Assets 167
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Creating a Legacy of Change through Charitable Giving

James Hendries

It was once common for donors to distribute their wealth through smaller grants to numerous organizations. But the donor or a representative of the donor has advisory privileges regarding the distribution of the funds or the investment of assets in the accounts. [i] Both involve putting assets into a trust.

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Is Retirement a Good Time for Roth Conversions?

Darrow Wealth Management

As you consider your cash runway and resources, remember to consult your financial and tax advisors to discuss taxes, penalties, and distribution rules. In retirement, this could be deferred compensation, a pension, annuity, Social Security, required minimum distributions, and so on. But what if all else isn’t equal?

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Analyzing Tata Consumer’s Recent Moves: A Deep Dive into Acquisitions and Mergers

Trade Brains

During the financial year FY23, the company increased its direct distribution by 15%. million outlets in TCPL’s distribution breadth are directly served. With a market share of 0.4 The business handles both manufacturing and distribution using an asset-light model. million of the 3.9

Food 105
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Top REIT Stocks in India With High Dividend Yield

Trade Brains

REITs manage a portfolio of real estate assets that are high value and generate steep rent and leases. The SEBI Board approved amendments to REITs (Real Estate Investment Trusts) Regulations, 2014 to create a regulatory framework for the facilitation of SM REITs, with an asset value of at least Rs. 500 crores for existing REITs.

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How Advisors Deal With High Net Worth Clients

BlueMind

On top of that, you will be required to adapt quickly to the unique working environment, meet high expectations, and be well informed about the constantly evolving and fluctuating financial market. Interested In Long Term Investment Asset protection is not the only important aspect when managing the wealth of the wealthy.

Clients 98
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Top Indian Stocks Held By Vanguard Group – Portfolio Analysis

Trade Brains

trillion in global assets under management. Market Cap (Cr) 45 EPS (TTM) 1.32 Zee Entertainment Enterprises Particulars Amount Particulars Amount CMP (Rs) 262 Market Cap (Cr) 24,954 EPS (TTM) 1.17 Crompton Greaves Consumer Electricals Particulars Amount Particulars Amount CMP (Rs) 281 Market Cap (Cr) 18,088 EPS (TTM) 6.75