Nerd's Eye View
JANUARY 8, 2024
These changes all have the potential to change the industry by shifting the current focus on selling financial products (including financial plans themselves) to providing a more in-depth and personalized experience that helps anticipate future issues in a client's life and better help them identify the goals that will help them thrive.
Nerd's Eye View
SEPTEMBER 25, 2023
In the mid-20th century, the first phone call for a person who needed guidance on saving or planning for retirement was likely to be to a stockbroker or a mutual fund or insurance salesperson. So, in the late 1960s, a movement began to organize and promote best practices that would establish financial planning as a true profession.
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The Big Picture
JULY 27, 2022
The 2010s monetary rescue plan benefitted anybody who owned capital assets: Stocks, Bonds, and Real Estate. Sahm: A Fed-induced recession is a medicine worse than the disease ( Financial Times ). I wrote a book about this). The post- 2008-09 era saw wealth inequality, already substantial in the United States, explode.
Trade Brains
JUNE 25, 2023
A highlight of the future plans of the company and a summary conclude the article at the end. Excluding table salt, other chemicals find their end applications in the manufacturing of glass, paper products, medicines & drugs, and more. Are the future plans already discounted in the present price and past 200% growth?
Nerd's Eye View
MARCH 5, 2024
We also talk about Rob's journey from getting an undergrad in Kinesiology and starting med school to moving into accounting and then ultimately becoming a financial planner through the program at UCLA (because financial planning was the perfect blend of helping people the way he wanted to in medicine, and working with numbers the way he did in accounting), (..)
Your Richest Life
FEBRUARY 24, 2025
The Fed also said they plan to wait until Q2 to consider making another cut, and do not intend to drop rates more than half a percentage point this year. The cost increase last month affected expenses like car insurance, airfare, medicine and groceries. Currently, the federal funds rate is at 4.25 percent to 4.50
Steve Sanduski
NOVEMBER 8, 2023
is the CEO of the Foundation for Financial Planning, the U.S.’s ’s leading 501(c)(3) charity devoted to expanding access to pro bono financial planning for people in need. In a Nutshell: In fields like medicine, law, and education, pro bono work is an established part of the professional culture.
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