Abnormal Returns

NOVEMBER 29, 2023

theretirementmanifesto.com) Retirement planning is difficult because there are so many things decisions to make. economist.com) How to maintain a minimalist portfolio. awealthofcommonsense.com) Balancing the present and future is always imperfect. (nytimes.com) Retirement Some alternatives to a fixed retirement withdrawal rates.

Retirement 278

Retirement Retirement Planning Budgeting Portfolio 278

Nerd's Eye View

JANUARY 4, 2023

Financial advisors have a wide range of strategies at their disposal to create financial plans for their clients. And when it comes to retirement planning, one popular technique is the use of ‘guardrails’, which set an initial monthly withdrawal rate that can be later adjusted as the size of the client’s portfolio changes.

Retirement 236

Retirement Distribution Retirement Planning Asset Allocation 236

A Wealth of Common Sense

SEPTEMBER 19, 2022

Today’s Talk Your Book is presented by Fabric Risk: On today’s show, we spoke with Fabric Risk Co-Founder Rick Bookstaber about how Fabric is identifying risks for advisors.

Portfolio 102

Portfolio Portfolio Management Financial Planning Planning 102

Nerd's Eye View

OCTOBER 5, 2022

The 1%+ added value of automated tax-loss harvesting may be achievable in some ‘ideal’ cases, such as an investor who frequently contributes to their portfolio, has short-term losses to offset, and/or has many individual security holdings. Read More.

Taxes 211

Taxes Tax Planning Portfolio Management Advertising 211

Nerd's Eye View

DECEMBER 7, 2022

The Marketing Rule also requires performance results to be presented consistently over 1-, 5-, and 10-year time periods (or the time period the portfolio has existed, if shorter than a particular prescribed period) preventing advisers from cherry-picking time periods that would make their returns appear more favorable.

Advertising 210

Advertising Investing Investments Marketing 210

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 (..)

Financial Planner 168

Financial Planner Wealth Management Retirement Investment Planning 168

Nerd's Eye View

AUGUST 2, 2024

Further, the court indicated that its ultimate decision is likely to favor groups opposing the regulation, which could lead to an appeal by the DoL and leave advisors waiting (potentially much longer) for a final answer on what will be required of them going forward.

Financial Planner 223

Financial Planner Financial Advice Investment Planning Retirement 223

Nerd's Eye View

MAY 2, 2023

We also discuss why Jake and his team not only create long-term financial plans for their clients, but also focus on a 10-year vision to help his younger, travel-loving clientele start achieving more of their immediate goals so they're more likely to retain as clients by feeling like they're making near-term financial planning progress.

Financial Advisor 224

Financial Advisor Financial Planning Clients Planning 224

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 (..)

Financial Planner 224

Financial Planner CFP Clients Investment Planning 224

The Irrelevant Investor

SEPTEMBER 19, 2022

Today’s Talk Your Book is presented by Fabric Risk: On today’s show, we spoke with Fabric Risk Co-Founder Rick Bookstaber about how Fabric is identifying risks for advisors. The post Talk Your Book: Portfolio Premortem appeared first on The Irrelevant Investor.

Portfolio 82

Portfolio Portfolio Management Financial Planning Planning 82

Nerd's Eye View

AUGUST 2, 2024

Further, the court indicated that its ultimate decision is likely to favor groups opposing the regulation, which could lead to an appeal by the DoL and leave advisors waiting (potentially much longer) for a final answer on what will be required of them going forward.

Financial Planner 181

Financial Planner Financial Advice Investment Planning Retirement 181

Trade Brains

JUNE 25, 2023

A highlight of the future plans of the company and a summary conclude the article at the end. The table below presents the operating revenue and net profit of Tata Chemicals for the last five financial years. The table below presents the RoCE and RoE of TCL over the last few fiscal years. Financial Year RoCE RoE 2023 10.4

Planning 98

Planning Manufacturing Pharmaceutical Medicine 98

Trade Brains

OCTOBER 4, 2023

Top Stocks Held by Quant Small-Cap Fund : Quant Mutual Fund-Quant Small Cap mutual fund product is the Quant Small Cap Fund Direct Plan-Growth. As of June 30, 2023, Quant Small Cap Fund Direct Plan-Growth had 8,075 Crores in assets under management (AUM), making it a medium-sized fund in its category. Stock P/E (TTM) 78.95 ROE (%) 14.38

Portfolio Analysis 105

Portfolio Analysis Portfolio Electronics Engineering 105

Trade Brains

JUNE 5, 2023

A highlight of the future plans & recent developments and a summary conclude the article at the end. Thus, going forward indigenization plan as part of the “Atmanirbhar Bharat” vision, higher capital defence expenditure and maritime trade growth will drive the shipbuilding and repair industry in India. lakh crore in 2023-24.

Planning 97

Planning Government Sales Portfolio 97

Trade Brains

AUGUST 16, 2023

Lastly, a highlight of their future plans and a summary conclude the article. Presently, Deepak Mehta and Sailesh Mehta, C. It has a large portfolio of more than 30+ products which are used by more than 1,000 customers in 46 countries around the world. Which of the two do you hold or plan to buy in the near future?

Planning 98

Planning Pharmaceutical Manufacturing Portfolio 98

Trade Brains

JUNE 6, 2023

A highlight of the future plans of both the companies and a summary conclude the article at the end. The table below presents the operating profit margins of Gujarat Fluorochemicals and Navin Fluorine over the last five financial years. Next, we’ll learn about the two businesses. Next, we’ll race through the financials of both stocks.

Planning 103

Planning Manufacturing Electronics Pharmaceutical 103

Trade Brains

MAY 23, 2023

A highlight of the future plans and a summary conclude the article at the end. It is presently led by his eldest son Ravi Goenka who serves as chairman and managing director of the company. However, the data doesn’t present the complete picture. After this, we’ll race through the financials of the stock.

Planning 105

Planning Manufacturing Sales Pharmaceutical 105

Trade Brains

JANUARY 29, 2024

SJVN operates and is present in India through power stations. The country plans to reach 450 GW of installed renewable energy capacity by 2030, with 280 GW (over 60%) expected from solar power. SJVN SJVN intends to diversify its portfolio by undertaking various projects as part of the government’s 24/7 electricity initiative.

Planning 111

Planning Government Accounting Transportation 111

Nerd's Eye View

APRIL 23, 2024

Tyson is the CEO of FORM Wealth Advisors, a hybrid advisory firm based in Lake Geneva, Wisconsin, that oversees approximately $900 million in assets under management for just over 800 client households.

Clients 130

Clients Financial Advisor Wealth Advisor Financial Advice 130

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances. Wed, 09/21/2022 - 10:50.

Portfolio 86

Portfolio Manufacturing Investing Investments 86

Good Financial Cents

APRIL 1, 2023

Financial bloggers often portray the traditional IRA vs. the 401(k) plan as a debate, as if one plan is better than the other. In truth, they’re very different plans, and they fill very different needs. If you can, you should plan to have both. This is especially true if your 401(k) plan is fairly restrictive.

Planning 95

Planning Distribution Taxes Retirement Planning 95

Trade Brains

AUGUST 1, 2022

We will look at their history, get an overview of the companies and understand the future plans of both business houses. Presently Natarajan Chandrasekaran is the executive chairman of Tata Sons. It has a present project portfolio of 20,434 MW. Tata Group Vs Adani Group – Future Plans. So let us begin.

Planning 98

Planning Distribution Retail Manufacturing 98

Trade Brains

JULY 1, 2023

Moving on we shall analyze the financials of the company, go through the future plans of the company, and finally let’s conclude with a brief summary. Source: Investor Presentation of Bosch Ltd (India) This is an image showing the sector-wise sales revenue of Bosch India Ltd up to March 2023 on a QoQ (Quarter on Quarter) basis.

Planning 98

Planning Sales Transportation Marketing 98

Nationwide Financial

JANUARY 25, 2023

The start of a new year presents opportunities for clients to make positive changes for their financial futures. According to a recent Advisor Authority survey, powered by the Nationwide Retirement Institute®, only 20% of non-retired investors have confidence in their retirement plans despite market volatility.

Risk Tolerance 102

Risk Tolerance Retirement Planning Asset Allocation Retirement 102

Nerd's Eye View

JULY 16, 2024

In this episode, we talk in-depth about how Christi provides families with 4 primary pillars of administrative family office services – bookkeeping for their personal financial household, payroll for household employees, property management for their multiple homes, and information and document management – in order to both manage the day-to-day (..)

Clients 130

Clients Financial Advisor Consulting Financial Planning 130

eMoney Advisor

MARCH 16, 2023

Along the way, I’ve gathered six key insights about financial planning for Millennials. Then we do the financial plan and tax planning around that—it’s been a lot of fun. We’ve built our business on a hybrid model of fixed financial planning fees and lower-cost AUM. I would say that’s accurate.

Financial Planning 88

Financial Planning Planning Clients Retirement 88

Trade Brains

NOVEMBER 22, 2023

The Ministry of New and Renewable Energy (MNRE) has outlined a wind-specific renewable purchase obligation (RPO) plan for 2030 with a target of 8 GW onshore wind tender every year between 2023 and 2030. The Company plans to improve its market share and build its order book. 6604 Cr in FY22 to Rs. 5990 Cr in FY23. 1.73 -0.91

Planning 111

Planning Manufacturing Distribution Investments 111

Random Roger's Retirement Planning

MARCH 6, 2024

Over the last couple of weeks I've sat in on a few industry related webinars including what I would call more of a direct sales presentation. One presentation about about incorporating more individual stocks into client portfolios which I've included since day 1. The short answer for this one was no.

Portfolio 97

Portfolio Clients Sales Education 97

The Big Picture

JULY 3, 2024

Full transcript below. ~~~ About this week’s guest: Dr. William Bernstein is the author of numerous books, including “ The Four Pillars of Investing: Lessons for Building a Winning Portfolio.” To help us unpack all of this and what it means for your portfolio, let’s bring in Dr. William Bernstein. Why is that?

Investing 163

Investing Investments Portfolio Assets 163

Trade Brains

OCTOBER 4, 2023

The products include insurance, pension, unit linked, micro insurance, withdrawal and health plans and various group schemes, LIC was incorporated in 1956 and is based out of Mumbai, India. LIC is present in 36 states & UTs with offices covering 92% (versus 79% covered by the private sector companies) of districts in India comprising 13.5

Portfolio Analysis 78

Portfolio Analysis Portfolio Banking Insurance 78

Trade Brains

JANUARY 31, 2024

The revenue has been increasing consistently and REC’s loan portfolio was categorized as 39% into generation projects, 11% into transmission projects, 37% into distribution projects, 7% into renewable energy projects, and 6% in STL/RBPF as of March 31, 2023. percent from ₹ 39269 Crores to ₹ 39478 Crores from FY22 to FY23 respectively.

Planning 59

Planning Government Distribution Economics 59

Trade Brains

FEBRUARY 25, 2024

Maruti Suzuki today has a portfolio of 16 car models with over 150 variants. Below Table represents Sales Volume growth in FY23 Source: Investor’s Presentation Buyout Suzuki Motor Gujarat (SMG) will be acquired by Maruti Suzuki India Ltd (MSIL) from parent Suzuki Motor Corp. SMC) for a potential book value of Rs 12,755 crore.

Planning 64

Planning Manufacturing Sales Government 64

Trade Brains

SEPTEMBER 3, 2023

In the end, a highlight of the future plans and a summary conclude the article. Over the years, it has grown its product portfolio, geographical presence and manufacturing capabilities to become a leading automotive components manufacturer. Next, we’ll give a brief read to the industry landscape followed by the financials of the stock.

Planning 69

Planning Manufacturing Sales Engineering 69

Integrity Financial Planning

JANUARY 2, 2023

Not only does it come with more wisdom and thrill for a new chapter of life, but it also presents important financial decisions that can affect your life in retirement. This birthday, and possibly 3 other birthdays that affect your retirement accounts, presents an opportunity to rethink your finances and live a new life. 1] [link]. [2]

Retirement 97

Retirement Accounting Taxes Financial Planning 97

Random Roger's Retirement Planning

FEBRUARY 20, 2024

I replicated Corey's idea with Portfolio number 2 as follows. Below, I compared it to VBAIX and I built Portfolio 3 that I think delivers almost the same thing as Corey's idea. Both Portfolio's 2 and 3 had a little better growth with a little lower volatility. Both alt portfolios are closer to leveraging down than leveraging up.

Portfolio 94

Portfolio Taxes Numbers Assets 94

Trade Brains

JUNE 4, 2024

With three manufacturing facilities, 39 warehouses, and an extensive network of over 8 branch offices throughout India, the company serves around 80,000 dealers and 6500 distributors, allowing it to be present at 10 million farmers’ touch points.

Planning 59

Planning Manufacturing Government Portfolio 59

The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: Meaning custodians, of course, like in terms of — of counterparty, but also thinking of like your wealth planning and the structure of your assets, the trusts that are available to you, how you want to think about trust and estate planning. And so, within the U.S., RITHOLTZ: Right. You mentioned 8.5

Clients 300

Clients Wealth Management Banking Investing 300