Nerd's Eye View
AUGUST 2, 2024
market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S. market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S.
Nerd's Eye View
MAY 17, 2024
Also in industry news this week: The SEC this week announced a proposed rule that would require RIAs to collect and verify their clients' personal information in an effort to prevent illicit activity, though many firms likely are taking many of these steps already Why larger RIAs and those that have been acquired tend to have worse client and staff (..)
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Nerd's Eye View
AUGUST 2, 2024
market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S. market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S.
Nerd's Eye View
SEPTEMBER 8, 2023
Also in industry news this week: Changes to CFP Board’s procedural rules went into effect September 1 and are intended to make the disciplinary process more efficient for respondents as well as CFP Board staff, and to expand the CFP Board’s ability to pursue more complaints against CFP professionals A NASAA model rule follows in the footsteps (..)
Nerd's Eye View
NOVEMBER 3, 2023
Also in industry news this week: A recent study indicates that the RIA model has seen significant growth in the number of firms and advisors during the past decade, and these firms are expected to control 1/3 of industry AUM by 2027 Despite market headwinds leading to a contraction in advisory firm AUM in 2022, firms continued to produce strong profit (..)
Gen Y Planning
JUNE 1, 2022
That’s more than a whole percentage point higher than present inflation rates and a far cry above savings accounts. By accumulating the bonds slowly, you give yourself more room in your present and future cash flow. Think about this in conjunction with investing in a 529 Plan. The post What Are I-Bonds?
Trade Brains
AUGUST 6, 2024
Such a correction would present a more attractive buying opportunity for investors. Specifically, if the Nifty drops to the 22,000-22,500 range, it could signal a favorable entry point for those looking to make aggressive investments. These sectors have underperformed over the past 1-2 years, presenting potential buying opportunities.
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