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Adviser links: objectives and aspirations

Abnormal Returns

riabiz.com) Archive Intel has entered the adviser communications archiving space. investmentnews.com) Research The problematic math of passing down generational wealth. (barrons.com) Why Focus decided to merge Buckingham Strategic Wealth and The Colony Group. riabiz.com) Creative Planning is exploring its custody options.

Math 287
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10 Monday AM Reads

The Big Picture

Yet the fundamental math of bond returns bodes well for 2023, our columnist says. ( Gen Z’s use of emojis, slang and punctuation is confusing older colleagues as workplace communications are increasingly online. The bond market certainly DID NOT see the pandemic-induced inflation coming. ( New York Times ). • Economist ).

Math 306
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Saving Capitalism 1 Stock at a Time

David Nelson

Led Zeppelin’s Communication Breakdown was the quintessential rock song with two lines of lyrics that set the tone for what’s taking place in the communication sector this year. Communication breakdown, it’s always the same Havin’ a nervous breakdown, a-drive me insane Every U.S. Do the Math!

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#FA Success Ep 321: Navigating The Financial Advisor Career Track In An Unfamiliar Culture, With Danqin Fang

Nerd's Eye View

In this episode, we talk in-depth about how after a few mentors in China suggested that Danqin look into private banking and wealth management (as they felt it better suited her than her initial accounting major), she began Googling potential career paths in China but instead came across the CFP Board website and immediately connected with the description (..)

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College Planning with Help from Grandparents!

MainStreet Financial Planning

The lack of communication leaves uncertainty and a missed opportunity to potentially reduce the cost of college and have a solid college plan. Let’s work out the math, if you have $100,000 in a parent owned 529 plan, then student aid will be reduced by $5,640, over 4 years that is over $20,000!

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The Top 15 Highest Paying Jobs in Consumer Services

Good Financial Cents

Top skills: leadership, communication, problem-solving Customer care directors must possess strong leadership, communication, and problem-solving skills. These professionals possess excellent communication skills and are able to understand and address a wide range of technical issues effectively.

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Weekly Market Insights – January 8, 2024

Cornerstone Financial Advisory

Math errors: Simple addition and subtraction mistakes can delay your return. Consider using electronic filing software that does the math automatically to avoid mistakes. This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IN, MA, NC, OH, SC,TN, TX and VA.