Nerd's Eye View

SEPTEMBER 1, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Massachusetts Supreme Judicial Court ruled that the state's fiduciary rule for broker-dealers can stand, potentially opening the door for other states to impose similar standards that exceed the requirements of the Securities (..)

Financial Planner 246

Financial Planner Strategic Planning Retirement Planning Retirement 246

The Big Picture

MAY 7, 2024

She has a number of investments as as really a entrepreneur and a venture investor. 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. And so the magic number was $388 a month.

Startup 147

Startup Advertising Engineering Numbers 147

Brown Advisory

APRIL 1, 2016

There are many ways to illustrate volatility, but one of the simplest is to add up the number of days in which a market moves up or down by more than a certain amount over a defined period of time. Over the next four years until last August, the number of 1%+ price changes in each 90-day period was consistently under 20.

Investments 52

Investments Investing Portfolio Assets 52

Good Financial Cents

AUGUST 12, 2023

This includes wages from a job, salaries, hourly payments, commissions, and tips. The major limitation of active income is its direct correlation to time; you can only work a certain number of hours in a day, thus capping your earning potential. Essentially, active income requires trading time for money.

Risk Tolerance 58

Risk Tolerance Taxes Compliance Retirement 58