The Rising Allure of Super OSJs
More advisors are affiliating with larger firms through richly resourced super OSJs that offer a close-knit working environment.
The Rising Allure of Super OSJs
More advisors are affiliating with larger firms through richly resourced super OSJs that offer a close-knit working environment.
Uber just got banned in Brazil’s second-biggest city
Rio de Janeiro has passed a bill fining drivers for using Uber.
Client Relationships: Start With the Future in Mind
The first 100 days is crucial to establishing a strong relationship with new clients that will pay off for years to come.
Client Relationships: Start With the Future in Mind
The first 100 days is crucial to establishing a strong relationship with new clients that will pay off for years to come.
Prosper Resurgent: The Original Marketplace Lender Experiencing Exponential Growth
Marketplace lending is booming. Just this week, Avant raised $325 million and SoFi raised a staggering $1 billion. All of this money is being used to fund a new generation of digital lenders, who, according to McKinsey, have the potential to threaten u…
Advisors: Embrace the Winners … and Losers
Help clients understand that temporary losers in a volatile market are just that: temporary.
Nervous Clients? Handle With Care
When markets are volatile, clients can be panicky. Advisors need to help them combat their fears.
Are You Accountable For Staff Members’ Compliance Errors?
Attorney Alan J. Foxman answers readers most pressing regulatory and compliance questions, including where the buck stops when a sales assistant makes a cybersecurity mistake.
Are You Accountable For Staff Members’ Compliance Errors?
Attorney Alan J. Foxman answers readers most pressing regulatory and compliance questions, including where the buck stops when a sales assistant makes a cybersecurity mistake.
Bearish U.S. Oil Trends Drag On
Syria: “Not a Proxy War. It’s One Step Closer”
Russia started bombing jihadi bases in Syria today.
Given that the the U.S. and its allies are largely responsible for creating ISIS, and that U.S., Turkey and Israel have all been acting as ISIS’ air force – they are not taking too kindly …
Hedge Fund Manager Paul Marshall Strives to Make a Difference
Marshall, who donated £30 million to the London School of Economics, recently sold a minority stake in his hedge fund firm to KKR.
Personality Match is Important In Succession Planning
A retiring advisor focused on the best fit between his clients and five young successors.
Personality Match is Important In Succession Planning
A retiring advisor focused on the best fit between his clients and five young successors.
Why Most Extremely Successful Financial Advisors Leave Small Fortunes On The Table
Most financial advisors earning millions of dollars annually, managing a billion dollars or more, working with the ultra-wealthy are leaving small fortunes (sometime large fortunes on the table. With their primary focus on money management, coupled wit…
Barrick Is Adjusting To Low Gold Prices
Public Frustration Still Fuels Banking Debate
To listen to candidates on the campaign trail, populist anger is back. But some question whether it’s really a top issue with voters.
Public Frustration Still Fuels Banking Debate
To listen to candidates on the campaign trail, populist anger is back. But some question whether it’s really a top issue with voters.
ONe PaiN IN THe ISIS…
Diversified Asset Allocation Portfolios For Your Plans
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Bogleheads Latest Posts
- Re: VG Removing Message Center [Vanguard] August 2, 2021I knew Jack Bogle and let me tell you...Tim Buckley is no Jack Bogle! At the annual Bogleheads conferences, Jack would answer any questions you had without hesitation. Buckley required that questions be written down and pre-submitted. Only certain of those questions would be asked of him and they were never the tough questions. I […]galawdawg
- Re: Social security estimation accuracy August 1, 2021livesoft wrote: ↑Sun Aug 01, 2021 6:32 pm Frankly, I haven't worried about it because I doubt the numbers will be off by more than a few restaurant lunches per month. What kind of differences are you seeing? Thousands of dollars a month? Hundreds? Less than a hundred? Less than $50? With my DW numbers, […]Mr.BB
- Re: How strong are my golden handcuffs August 1, 20213CT_Paddler wrote: ↑Thu Jul 29, 2021 12:02 pm One consideration in favor of staying... with stocks at an all time high, what happens if we have a 50% correction in the stock market? If you would be comfortable retiring today if the stock market was cut in half then I would retire today, otherwise I […]latesaver
- Re: Should I buy an extended warranty on my Ford C-Max plugin? August 1, 2021White Oak wrote: ↑Sun Aug 01, 2021 6:37 pm Thank you RickBoglehead for your thoughts. Maybe it would be wasted money. That's why I'm posting here, to hear the pros and cons. The standard warranty is 8 years, which ends this month. I don't live in CA. I'm guessing there would be at least one […]RickBoglehead
- Re: Fidelity Total Market in taxable - FZROX (ZERO) vs. FSKAX (Total Market) SmackDown August 1, 2021^^^ The website wouldn't let me do that. If there's a workaround, that's fine. For my first time trading at Fidelity, I think it's better to start off with the method that's guaranteed to work. lazynovice wrote: ↑Sun Aug 01, 2021 6:30 pm When it is time to buy your ETF shares, if you use […]LadyGeek