Search Results

  • Gary Gensler vs. Cryptocurrencies

    Aug 04, 2021 by Greg Valliere

    Gensler wants Congress to grant the SEC oversight authority; without it, “a lot of people will be hurt. #cryptocurrency #bitcoin

  • The How And Why To Sell To Friends

    Aug 04, 2021 by Rob Jolles

    The answer is really found in how you transition to the discussion you’re looking to initiate, and how to begin that discussion. #sales #friends

  • A DIY Valuation of Zomato

    Aug 04, 2021 by Aswath Damodaran

    A few of you posited that I was missing the point entirely, and that Zomato is a trader's game. #investing #trading #stockmarket

  • Knowing What You Own and Why You Own It

    Aug 04, 2021 by Mark Pearson

    Knowing what you own and why you own it is an ideal that helps investors to avoid acting emotionally and irrationally. #investing #investor

  • What Portfolios and Castles Have in Common

    Aug 03, 2021 by Lauren Klein

    Portfolio construction is not as complex as building a castle, but I follow a similarly meticulous planning process to create a portfolio for a client.

  • The Monte Carlo Of Financial Planning

    Aug 03, 2021 by Peter Raskin

    We can’t predict what’s to come with one 100 percent accuracy, we can create adjustments during life’s journey to make an educated gamble

  • Life is Lumpy, Investment Returns Too

    Aug 03, 2021 by James E. Wilson

    The answer is to let markets work for you. Having a solid belief and behavior system in place provides a good foundation. #investing

  • Is Oil the Odd One Out?

    Aug 03, 2021 by Monica Kingsley

    S&P 500 keeps going sideways, but the indicator view suggests increasing vulnerability to a bear raid. #stockmarket #investing

  • Human-First, Not Digital-First

    Aug 03, 2021 by Chris Skinner

    Human-first starts with how to make it the easiest way for customers to use our systems? #fintech #business #human #technology

  • Advisors, It’s Okay To Be Profitable

    Aug 03, 2021 by Tony Vidler

    The first rule of business is be profitable, and that is a concept which appears to cause industry stakeholders some issues. #financialadvisors

  • How Strong Is The Economy Really?

    Aug 03, 2021 by Lance Roberts

    The problem for investors is the inflation of assets prices far beyond what the actual economy can generate in terms of future revenue and earnings growth.

  • Putting a Face on Quality Investing

    Aug 03, 2021 by Todd Shriber

    An efficient avenue for ramping up quality within portfolios is too focus on high ROE names with manageable or no debt burdens. #investing

  • 5 Closing Questions You Need

    Aug 02, 2021 by Mike Brooks

    Use the following questions to help open your prospect up and to get them to reveal where they really stand, and what you need to do to move closer.

  • Best Assets to Profit Now On

    Aug 02, 2021 by Monica Kingsley

    S&P 500 remains in a bull market, with no signs of having topped out. Expect quite a few buying opportunities in the days and weeks ahead.

  • Did The S&P 500 Peak In May?

    Aug 02, 2021 by Rob Isbitts

    It depends which S&P 500 you are talking about. How to sort out a narrowing market. #stockmarket #investing #investor #advisors

  • Passive Savings Are Still Savings

    Aug 02, 2021 by Todd Shriber

    Advisors know that active management is hard. Really hard. So difficult in fact that data confirm many active managers struggle to beat benchmarks.

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