Good Financial Cents

JULY 6, 2023

Build your portfolio alongside over a million other community members. Download Now Offer valid for U.S. You can also even choose among professionally curated portfolios that might work better or worse based on your goals and risk preferences. Ad Want to grow as an investor, no matter your level? See Public.com/disclosures.

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Sara Grillo

APRIL 11, 2022

We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

The Irrelevant Investor

DECEMBER 21, 2016

All told, 131 investors, or 28%, said their portfolios had beaten the Dow. Roughly a tenth reported that their portfolio had gone up by 12% or less, around a third claimed to have earned between 13% and 20%, another third or so said they had gained between 21% and 28%, and a quarter thought they had made at least 29%.

Commission 52

Commission Portfolio Banking Accounting 52

Good Financial Cents

JULY 8, 2022

Options trading is becoming increasingly popular, especially as investors look for new and different strategies to improve retirement portfolio performance. Ad Invest as little or as much as you want with a Robinhood portfolio. Not only do they charge no commission or contract fees on options, but they offer a whole lot more.

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The Big Picture

MARCH 25, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. By looking at the biggest difference between their portfolio factor distribution and then using those as screens to get a portfolio, much like your manager. It was years and years ago.

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Good Financial Cents

JUNE 25, 2023

Ad Diversify your portfolio with Cryptocurrency Investments. A blockchain is a large database publicly held and stored by all participating miner computers and anyone else who wants to download a copy of the data themselves. It’s not difficult to invest in Bitcoin, but keep it a small portion of your portfolio.

Investments 76

Investments Investing Accounting Commission 76

Clever Girl Finance

MARCH 6, 2023

You'll get paid on a commission structure after your item sells. Cons: The site takes a large percentage of the commission. Not only will Acorns squirrel away your spare change, but also invest it in a portfolio that is designed to meet your goals. Cons: Fees for membership options, but the regular version is commission-free.

Budgeting 105

Budgeting Commission Investing Investments 105

Trade Brains

JUNE 27, 2023

Mutual fund investments have no commission. Allows users to invest in US stocks with zero commission, in partnership with Vested, an SEC-registered investment adviser. No account opening charges, no commission on mutual funds and US stocks, and ₹20 for equity delivery and ₹20 for equity intraday.

Investing 52

Investing Investments Startup Commission 52

Good Financial Cents

SEPTEMBER 29, 2022

Ad Build a portfolio through a unique investing experience. The trust holds and manages the properties, giving you a diversified portfolio. Mutual funds are usually actively managed portfolios that attempt to outperform the market (though they seldom do). Build your portfolio alongside over a million other community members.

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Investing Investments Retirement Planning Risk Tolerance 109

Good Financial Cents

AUGUST 4, 2022

Does that mean you, as an investor, are doomed to lose money in your portfolio during a recession? Ad Invest as little or as much as you want with a Robinhood portfolio. With Robinhood, you can build a balanced portfolio and trade stocks, ETFs and options as frequently as you want, commission-free. Not necessarily.

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Good Financial Cents

AUGUST 11, 2022

Robo-advisors offer easy account setup, robust goal planning, account services, and portfolio management all at a reasonable price - start investing today by clicking on your state. Look into actively managed portfolios. In that case, I definitely would have a larger percentage of municipal bonds, the tax-free kind, in my portfolio.

Investments 110

Investments Investing Marketing Marketing 110

The Big Picture

SEPTEMBER 3, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So we really think that it creates alignment to have our portfolio managers meaningfully owning shares of the funds that they manage. Tell us a little bit about that.

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Investing Investments Management Valuation 147

The Big Picture

JULY 11, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. And look, I’m a big believer that some of those type commission products are still important. So she wants her portfolio managed that way. So that was happening a bit.

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Good Financial Cents

FEBRUARY 17, 2023

You’ll create investment portfolios, referred to as “pies,” and fill them with up to 100 individual stocks and exchange-traded funds (ETFs). M1 Finance offers complete portfolio management, including periodic rebalancing. Your money will be held in a portfolio created just for you and managed automatically.

Accounting 69

Accounting eCommerce Investing Investments 69

Brown Advisory

JANUARY 17, 2024

Download it here Darwinian Investing: The Science of Rejection The outperformance of the “Magnificent Seven”1 during 2023 led to many questions from our investors (for instance “why are you underweight the Mag 7?”) One of our colleagues, Ken Stuzin, likens portfolio construction to Darwinian Investing – it is about survival of the fittest.

Investing 52

Investing Investments Portfolio Compliance 52

The Big Picture

SEPTEMBER 7, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , and Acast. MARTIN: I tend to take the view that having a very balanced portfolio and knowing what you invest in, and investing for the long term is probably 9 times out of 10 the — maybe 9.5

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Communication Marketing Marketing Engineering 306

Sara Grillo

JULY 8, 2022

No joke, there are alot of morons in the business who are salespeople in disguise and just sit around golfing all day while earning trailing commissions off their clients to whom they sold whole life insurance 20 years ago. I mostly rely on our internal research team’s notes for positions in our client portfolios.

Financial Advisor 59

Financial Advisor Financial Planner Clients Financial Planning 59

The Big Picture

MAY 7, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. But yeah, I was making commission at that point in time. So when I was a salesperson at Business week, I sold more ads than anybody, and I made $2 million commission when I was 29 years old.

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Brown Advisory

AUGUST 14, 2023

Download it here > The Hidden Trouble Within Dear Fellow Investors, We have fielded a number of questions over the past six months from clients and prospects about how we think about and control factor risks within the Global Leaders strategy. We need to view the complete portfolio; it is not just a collection of 30-40 great companies.

Investments 52

Investments Investing Portfolio Accounting 52

Brown Advisory

SEPTEMBER 3, 2015

The island’s economy has shrunk for nearly a decade and will probably contract by more than 1% during fiscal year 2015, according to a June report commissioned by Puerto Rico and co-written by Anne Krueger, a former first deputy managing director of the International Monetary Fund. By Paul Chew, CFA, Head of Investments. Europe's Slow Climb.

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Transportation Government Economy Asset Allocation 52

Good Financial Cents

OCTOBER 10, 2022

Let’s say you write a blog post about the best travel backpacks, and you fill it with links that earn you a commission when someone makes a purchase. This saves you from picking individual stocks and offers instant portfolio diversification. You could even turn to a robo-advisor that can help you craft a personalized portfolio.

Accounting 69

Accounting Investing Investments Certification 69

Midstream Marketing

DECEMBER 10, 2024

You can include polls and offer downloadable materials as well. You should keep clients updated about their portfolios, market changes, and anything that could affect their financial plans. Promote your webinars and workshops in different ways. You can use social media and email marketing to reach more people.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Clever Girl Finance

DECEMBER 21, 2022

Investing in stocks is one way to avoid having to make an active income by simply growing your money, and expanding your portfolio. Printables are those adorable print-outs you can download and use for just about anything. You allow other people to use your work in exchange for royalties or commission. Sell printables.

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Good Financial Cents

FEBRUARY 8, 2023

When you purchase items from your favorite stores from Rakuten’s website, Rakuten splits its commission with you in the form of cash back. You can even create a portfolio of videos, each earning you a little bit of revenue every month. It could be as simple as helping people to manage their computers or downloading apps.

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Advertising Sales Media Math 105

Brown Advisory

JANUARY 1, 2023

Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. We think the quality of the investments within the portfolio today is probably at its highest since launch back in early 2015. We invested in five new companies during the year which was the most since 2018.

Investments 52

Investments Investing Valuation Clients 52

Clever Girl Finance

AUGUST 2, 2023

Investing in stocks is one way to avoid having to make an active income by simply growing your money and expanding your portfolio. Printables are those adorable print-outs you can download and use for just about anything. You allow other people to use your work in exchange for royalties or commission.

Accounting 84

Accounting Advertising License Investing 84

The Big Picture

AUGUST 8, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. ADMATI: Portfolio insurance and all these application strategies and all this stuff. ?. Transcript: Anat Admati. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~.

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Banking Government Insurance Taxes 204

Trade Brains

JULY 16, 2023

In this case, we advise you to download a VPN on your device. He spent 10 years trying to get US Securities and exchange commission on their investigative proof of Bernie Madoff’s Ponzi Scheme which scammed an estimated 18billion including fake returns. Some movies from the list may not be available due to geo-blocking.

Marketing 98

Marketing Marketing Commission Banking 98

The Big Picture

JANUARY 24, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. So you sell a lot of houses and you get commission on what you sell. I don’t have — coming from a family business, we say we don’t have portfolio theory.

Investing 263

Investing Investments Numbers Banking 263

Trade Brains

JULY 4, 2023

which charge hefty commissions on each trade. This commission can be as high as 0.25-0.7% Its mobile app ‘KITE’ has got over +5,000,000 downloads on the play store. Besides, the business model of a discount broker is quite straightforward. This rate can is usually between Rs 10 or 20 per order.

Accounting 98

Accounting Planning Clients Investing 98

The Big Picture

JUNE 27, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. BORISH: But, well, you couldn’t download it and you had to check it. Presidential Task Force on market mechanisms, head by Brady, it became known as the Brady Commission.

Math 147

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Brown Advisory

JULY 5, 2022

Download it here > The Berkshire Hathaway annual meeting was a celebration of American business surging back to life and a testament to the resounding optimism that long term investing can continue to be a force for value creation and societal advancement. But who is at fault here?

Investments 52

Investments Investing Insurance Portfolio 52

The Big Picture

APRIL 8, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And so he set me off in a direction that was practical and at that point, commission business that he generated was ginormous, I’m sure. He helps portfolio managers make sense of the world.

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The Big Picture

JUNE 20, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. MORGENSON: And so, he buys this portfolio of junk bonds.  The transcript from this week’s, MiB: Gretchen Morgenson on Private Equity , is below. RITHOLTZ: Right. Or does that happen?

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The Big Picture

FEBRUARY 20, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I was their, the regulatory comm, JP Morgan at the time had one regulatory commiss.  The transcript from this week’s, MiB: Bill Dudley, NY Fed Chief , is below.

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Banking Economy Marketing Marketing 147

The Big Picture

NOVEMBER 19, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. What if there’s an arms race between the Vegas Gaming Commission and each of the individual casinos who are very sophisticated, they hire a lot of ex cheats, you know, to Right.

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The Big Picture

MARCH 11, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. What are the red flags that hey, maybe this is a little too doom and gloomy for our own portfolio’s best interests? We’re gonna change shifts then.

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