Abnormal Returns

JULY 27, 2024

msn.com) How to better license retail psychedelic retailers. tonyisola.com) What counts as an asset on FAFSA and what doesn't. (theatlantic.com) Drugs Buying the precursors to manufacture fentanyl is not that difficult. reuters.com) How Congress inadvertently legalized THC six years ago. variety.com) College Is college still worth it?

Food 278

Food Retail Manufacturing License 278

Harness Wealth

APRIL 4, 2025

How to Anticipate and Navigate Property Tax Scenarios for Businesses ( Carl Hoemke , CPA Practice Advisor) Property taxes and business license compliance present a complex landscape, especially when significant business events involving mergers, acquisitions, or expansion occur. billion in assets tied to criminal activity, and obtain $1.4

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Nerd's Eye View

NOVEMBER 29, 2022

In this episode, we talk in-depth about how, even though it is admittedly more time consuming for her firm, Anh conducts extensive due diligence and analysis to integrate structured notes into her client portfolios and ladders them on a rolling quarterly basis so that clients can continuously reinvest at then-current rates and features, why Anh decided (..)

Estate Planning 246

Estate Planning Financial Advisor Financial Services Clients 246

Darrow Wealth Management

OCTOBER 1, 2024

Choosing whether to fund a trust with your assets is an important decision in the estate planning process. Here are three main reasons you may want to consider putting your assets in a trust. Funding a trust means retitling assets in the name of your trust. During your life, you can add, use, or remove assets in the trust.

Assets 98

Assets Estate Planning Distribution Taxes 98

Abnormal Returns

FEBRUARY 20, 2024

(downtownjoshbrown.com) Don't let any single asset distract you from your overall portfolio. hollywoodreporter.com) Disney ($DIS) is a winner when it comes to licensing content. mutinyfund.com) Base rates matter. onveston.substack.com) Streaming Walmart ($WMT) is buying TV maker Vizio ($VZIO).

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License Financial Advising Media Economy 147

Random Roger's Retirement Planning

NOVEMBER 9, 2022

People have leveraged assets, careers and reputations to Bitcoin and other cryptos. At the other end of the spectrum are the so called Bitcoin Maxis, the shills and touts who told people to mortgage their houses to buy Bitcoin when it was at much higher levels.

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License Portfolio Marketing Marketing 74

Nerd's Eye View

NOVEMBER 8, 2022

Cean is the CEO and co-founder of Ironwood Wealth Management, an independent RIA based in Chandler, Arizona that oversees just under $550 million of assets under management, for nearly 500 households. My guest on today's podcast is Cean Kenefick-Rogers.

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License Consulting Financial Advisor Insurance 130

Random Roger's Retirement Planning

MARCH 3, 2024

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. Agree with me, don't agree with me, either way but regardless of my bias, that doesn't invalidate the idea of annuitizing some portion of your assets.

License 94

License Insurance Assets Taxes 94

Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook mhannan Fri, 03/18/2022 - 06:42 Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. These trademarks have been licensed to S&P Dow Jones Indices LLC. The war in Ukraine is causing even more uncertainty.

Asset Allocation 52

Asset Allocation Assets License Investments 52

Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook. CIO Perspectives Webinar, 2022 Asset Allocation Outlook . The themes and topics discussed include: The performance of various markets and asset classes over recent years and since the onset of the Ukraine conflict. Fri, 03/18/2022 - 06:42. Download transcript.

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Asset Allocation Assets License Investments 52

The Big Picture

FEBRUARY 16, 2023

Zoomers are shunning cars and driver’s licenses. trillion in assets. The shift to EVs will make things worse. Bloomberg ) • Bosses want to pay you more but give you less : A growing number of workers are going freelance, taking higher wages over benefits and job security. ( Will it last?

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License Economy Numbers Communication 147

International College of Financial Planning

JULY 30, 2022

Certified Financial Planner (CFP) is globally the most respected financial designation for personal assets management. One can do CFP online course for the most comprehensive financial planning services, which often include asset management. As an individual investor, CFPs are experts in the field of personal asset management.

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Certified Financial Planner Financial Planner Assets CFP 52

The Richer Geek

MARCH 23, 2022

Hair is a persistent and aggressive litigator licensed and has clients from all over the world. He’s an aggressive and relentless litigator, is licensed in multiple states, and boasts clients from around the world. So, I think this will be extremely exciting in some good content. His clients are family to him and it shows.

Insurance 52

Insurance Assets Insurance Coverage License 52

Harness Wealth

FEBRUARY 4, 2025

In this article, well explore all the details of alternative investments, the reasons behind their growth as an investment choice, and how their tax treatment differs from traditional assets. Eligibility: Retail investors can purchase digital assets without accreditation, though some advanced products may have restrictions.

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Taxes Investing Investments Startup 52

Trade Brains

SEPTEMBER 22, 2023

Fundamental Analysis of Ujjivan Small Finance Bank We will begin with understanding the services offered by the Bank, its Net Interest growth, and its Deposits & assets growth. It is licensed under the Banking Regulation Act, to carry out small finance bank business. The Bank was able to generate ~4% returns on its average assets.

Banking 126

Banking Assets Accounting License 126

MarketWatch

MARCH 30, 2023

The Chicago-based cannabis company’s fourth-quarter loss includes a $229 million impairment charge, primarily of intangible assets related to its Arizona cultivation license and Pennsylvania and Arizona retail reporting units. The company did not provide figures for loss per share. Fourth-quarter revenue rose 7% to $225.93

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License Retail Assets Marketing 75

Park Place Financial

APRIL 26, 2022

ESTATES 4 Tips to Consider When Passing Trust Assets to Your Children Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. They can hold several kinds of assets, such as money, real estate, and investments. If you want to exercise more control over your assets, you may want to establish a revocable trust.

Assets 52

Assets Distribution Certified Financial Planner Estate Planning 52

The Big Picture

JUNE 22, 2024

Income from the licensing deal with UMG for the rest of the world will similarly go to Sony when that deal expires in 2026 or 2027, at which point SME will become the worldwide distributor and owner of all content.” And with total control of all the assets comes power. ” – Hits Daily Double I don’t really care.

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License Estate Planning Advertising Banking 162

MazumaBusinessAccounting

AUGUST 12, 2021

However, your city or state may require you to obtain a business license, so be sure to look into the requirements for your specific state. Like a sole proprietorship, your city or state may require you to obtain a business license, and you will want to register your business name with your state. General Partnership.

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Taxes License Accounting Assets 98

Carson Wealth

APRIL 4, 2024

Insurance policies Mortgage and other loans Deeds, property titles, and other valuables Safe deposit box locations, numbers and keys Records of digital assets like online accounts Location of any cash or family heirlooms in the house It’s also a good idea to gather all of your parents’ personal information, such as: Social Security numbers Birthdates (..)

Management 137

Management Healthcare Medical Estate Planning 137

James Hendries

MARCH 13, 2023

Instead, we got a shockingly fast collapse of a financial institution with over $200 billion in assets, which turned the market’s focus toward the stability of the banking system and what systemic risks banks might be facing. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

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Assets Marketing Marketing Asset Allocation 52

Sara Grillo

AUGUST 25, 2023

I created this list of financial advisors for small accounts (less than $300,000 in assets) because there are alot of schmucks out there hawking crap products to people with portfolio of this size, and I don’t think it’s fair. Pure fiduciaries These are advisors who hold no insurance or brokerage licenses and are considered pure fiduciaries.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

Sara Grillo

MAY 10, 2024

My client just referred their out-of-state best friend to an advisor in Alabama, even though I am also licensed in Alabama. My client’s estate planning attorney said they should hire a fee-only advisor to manage their assets, and then they asked me if I charge fees or commissions.

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Clients License Retirement Planning Financial Advisor 52

Trade Brains

NOVEMBER 11, 2023

trillion in global assets under management. Zee earns money through advertising, subscription services, content licensing, theatre productions, music licensing, and movie distribution. The Vanguard Group has customers all throughout the world. As of April 2023, the company held around $7.7 Market Cap (Cr) 45 EPS (TTM) 1.32

Portfolio Analysis 105

Portfolio Analysis Portfolio Manufacturing Distribution 105

Sara Grillo

AUGUST 26, 2024

That lead him to start Quest Asset Management, with the novel idea of putting investor interests first as a fiduciary, which was practically unheard of at the time. A few years later Scott merged Quest with another local investment advisory firm, Portfolio Solutions, that shared the same investment principles at that time.

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License Certified Financial Planner Financial Advisor CFP 52

BlueMind

SEPTEMBER 11, 2022

Let’s take an example of a client who has a tendency to always play it safe and prefers taking the less risky approach when it comes to investing, despite the fact they have a high asset and low liability portfolio. The ideal approach would require them to proceed with extra caution due to their low assets and high liabilities.

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Risk Tolerance Clients Portfolio Investments 98

Trade Brains

OCTOBER 13, 2023

The Company has also set up an Alternative Asset Management via a 100% owned subsidiary and wealth management firm named Nuvama Wealth Management. The Company also is into Asset reconstruction with an AUM of Rs. A major reason for the spike in revenue was the Net Gain on the revaluation of its assets. 6819 Cr in FY22 to Rs.

Banking 105

Banking Financial Services License Retail 105

Clever Girl Finance

NOVEMBER 20, 2023

They can help you with the probate process and distributing assets. A financial advisor will aid you in understanding the financial assets of an estate. After distributing funds and assets, your advisor can also help you manage any windfalls that come your way. Estate attorneys help families plan and execute their estates.

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Certification Accounting Insurance Banking 107

Trade Brains

AUGUST 17, 2022

To have a perspective, consider this: Bhupinder Hooda’s regime licensed 24,825 acres of land during his 10-year tenure as CM from 2004 to 2014. Previous CMs licensed only 8,550 acres of land for 23 years before Hooda’s appointment. The grant of the licenses would entitle the builders to use the agricultural land.

License 52

License Government Commission Economics 52

Validea

APRIL 15, 2024

Here are 5 stocks currently earning high marks from this approach: G-III Apparel Group (GIII) : G-III Apparel designs, sources, and markets apparel and accessories under owned, licensed and private label brands. It scores an 8 out of 9 on Validea’s Piotroski model, passing every test except for improved asset turnover.

Investing 52

Investing Investments Assets License 52

MarketWatch

MARCH 3, 2023

The EU regulators reportedly are satisfied with Microsoft’s commitment to offering licensing deals to competitors. The report, which cited multiple unnamed sources, noted that Microsoft is not expected to have to sell assets in order to gain deal approval in Europe. ATVI deal, Reuters reported Thursday afternoon.

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License Commission Assets Marketing 40

Good Financial Cents

JULY 17, 2023

” Stream 3: Rental Income Rental income involves owning and leasing out assets such as real estate properties, apartments , or vehicles. By protecting your work and exploring licensing and royalty agreements, you can generate ongoing income from your creations.”

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Certified Financial Planner Wealth Accumulation Financial Planner Certification 69

Validea

APRIL 17, 2024

Google’s moat springs from the network effects powering its search and advertising business along with intangible assets like patents and user data. Applied Materials’ wide moat stems from its intangible assets, high customer switching costs and scale advantages in a consolidated industry.

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License Advertising Assets Economics 52

MazumaBusinessAccounting

APRIL 20, 2021

filing for a business license and deciding on a business entity. applying for licenses & permits. negotiating the sale of your company or an acquisition of another entity or it’s assets. writing a business plan. reserving a domain for your website. applying for an EIN for tax purposes. handling audits by the IRS.

License 52

License Accounting Communication Taxes 52

Good Financial Cents

DECEMBER 12, 2022

Currently, their AUM (assets under management) is over $6 billion with over 500,000 users (according to Wikipedia ). While that’s certainly a large of assets for a relatively new firm, in comparison industry giant Fidelity currently has over $4.5 trillion in customer assets. What Services does M1 Finance Offer? Discipline.

Investing 83

Investing Investments Portfolio Analysis Insurance 83

James Hendries

AUGUST 23, 2022

References to markets, asset classes, and sectors are generally regarding the corresponding market index. Insurance products are offered through LPL or its licensed affiliates. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change.

Marketing 98

Marketing Marketing Sales Economy 98

Trade Brains

SEPTEMBER 29, 2023

As part of the deal, SVOLT will grant Exide an irrevocable right and license to use and commercialize applicable lithium-ion cell manufacturing technology and know-how in India. Inventories and Trade Receivables combined constituted ~32% of the Company’s Total Assets.

Planning 119

Planning Manufacturing Sales License 119