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Financial Advisor Success
- Ep 403: Carving Your Path As An Investment Nerd By Building A Fractional CIO Solution For Other Advisory Firms with Eric Stein September 17, 2024Eric Stein is a Partner at East Bay Investment Solutions, a firm that offers fractional Chief Investment Officer services, supporting over $6 billion in assets under advisement across 26 advisory firm clients. In this episode, we discuss how Eric leverages his extensive investment expertise not by managing portfolios for individual clients as a traditional financial […]Michael Kitces
- Ep 402: Accelerating Early Advisor Growth With A (Federal Employee) Specialization That Evolves Over Time with John Mason September 10, 2024John Mason is the President of Mason & Associates, an RIA based out of Virginia that oversees $370 million in assets under management for approximately 390 client households. What's unique about John, though, is how joining a firm that served the niche of Federal government employees allowed him to quickly accelerate his own learning curve […]Michael Kitces
Investopedia
- How to Choose a Credit Repair Company August 16, 2023JGI/Jamie Grill / Getty Images While you can legally repair your own credit, the process can be challenging and time-consuming. Because of this, many people turn to experienced credit repair companies to help remove damaging errors from their credit reports. To choose a credible company, read customer satisfaction reviews, check costs, and get details about […]LaToya Irby
- Why Tax-Free Munis Belong Outside Your IRA March 25, 2022There’s no benefit to holding municipal bonds in an IRA or a Roth IRADaniel Kurt
NY Times Economix
- 10-Minute Challenge: ‘Canopy’ September 19, 2024We’d like you to look at one piece of art for 10 minutes, uninterrupted.Larry Buchanan, Nico Chilla and Francesca Paris
- WordleBot: Your Daily, Personalized Wordle Score September 19, 2024First, play today’s Wordle. Then come here.Josh Katz and Matthew Conlen
- Harris Ahead in Pennsylvania and Tied Nationally? Unpacking an Unexpected Result. September 19, 2024Although it could simply reflect the normal variation of polling results, it may also point to a declining Trump edge in the Electoral College.Nate Cohn
- Spelling Bee Buddy: Personalized Hints That Update as You Play September 19, 2024Customized hints that update based on your progress in today’s puzzle.Neil Berg, Matthew Conlen, Josh Katz, Aaron Krolik, Eve Washington and Eden Weingart
- 10-Minute Challenge: ‘The Unicorn Rests in a Garden’ September 17, 2024We’d like you to look at one piece of art for 10 minutes, uninterrupted.Larry Buchanan, Francesca Paris and Nico Chilla
CNBC
- Disney to ditch Slack after July data breach September 19, 2024
- Tesla, Nvidia lead tech-heavy Nasdaq to one of best days of 2024 after Fed rate cut September 19, 2024
- Nike CEO John Donahoe is out, replaced by company veteran Elliott Hill September 19, 2024
- Volatility looms as election season heats up. Fortify your portfolio against autumn market shocks September 19, 2024
- Largest East Coast port, NY/NJ, begins prepping for what could be first union strike since 1977 September 19, 2024
- Ariel fund manager on a pick to buy post-Fed and a jumping tech stock to stick with September 19, 2024
- The Fed has set out on a 'recalibration' of policy. Here's what Powell's new buzzword means September 19, 2024
- Tesla’s Chinese rival Nio cuts price for new Onvo-branded car September 19, 2024
- Federal judge extends block on Biden’s student debt forgiveness plan September 19, 2024
- Trump Media shares slide with DJT sale restrictions set to lift September 19, 2024