Clever Girl Finance

APRIL 29, 2024

How to stop delaying financial decisions: To stop delaying important financial decisions, start by breaking down the actions you need to take into smaller, manageable steps. Educate yourself about the decisions you need to make, whether it’s investing, budgeting, or debt management, so you feel more confident and empowered.

Budgeting 105

Budgeting Planning Accounting Investing 105

WiserAdvisor

JULY 25, 2023

Hiring a financial advisor can provide several benefits that are essential for managing your financial well-being. The financial advisor is responsible for creating a well-diversified portfolio that generates inflation and risk-adjusted returns for the client. Having said that, it is also important not to judge a book by its cover.

Financial Advisor 52

Financial Advisor Communication Portfolio Financial Planning 52

The Big Picture

JANUARY 27, 2025

There was a group called IDM, which was Institutional Debt Management that was purchased out of First Union Bank. It was really a CLO and loan manager. What is that sort of risk embracing, like how, how does that settle out? 00:53:53 [Speaker Changed] Well, we’ll talk a little bit about books in a moment.

Assets 147

Assets Insurance Investing Investments 147