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Financial Advisor Success
- 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
- Ep 401: One-On-One Advice Through Financial Wellness Programs To (Profitably) Expand The Reach Of Financial Planning with Zack Hubbard September 3, 2024Zack Hubbard is the Director of Financial Planning and Participant Engagement of Greenspring Advisors, an RIA based out of Maryland that manages $2 billion of private wealth assets under management for 1,300 client households and advises on an additional $5 billion in retirement plan assets. Zack and his firm have developed a financial wellness offering […]Michael Kitces
Investopedia
- Refinancing Student Loans? Don’t Just Chase Lower Rates, Consider the Benefits, Too September 10, 2024Learn the pros and cons of refinancing student debtMiranda Marquit
- What Kamala Harris’s Economic Plan Could Mean for Your Future September 10, 2024Detailing the key components and potential impact of her economic plan and what it could mean for the futureMallika Mitra
NY Times Economix
- WordleBot: Your Daily, Personalized Wordle Score September 11, 2024First, play today’s Wordle. Then come here.Josh Katz and Matthew Conlen
- Connections Bot: Your Daily, Personalized Connections Analysis September 11, 2024See how you stacked up against other players today.Eve Washington, Eden Weingart and Asmaa Elkeurti
- New Poll Suggests Harris’s Support Has Stalled After a Euphoric August September 11, 2024Almost 30 percent of voters said they needed to learn more about her.Nate Cohn
- Spelling Bee Buddy: Personalized Hints That Update as You Play September 11, 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
- Connections Bot F.A.Q. September 10, 2024Introducing a daily, personalized analysis tool for Connections fans.Tom Giratikanon
CNBC
- It's not time to shift into defensive stocks just yet, New York Life's Goodwin says September 10, 2024
- Oracle is designing a data center that would be powered by three small nuclear reactors September 10, 2024
- The utilities sector is up 20% in 2024. Analysts love these dividend-paying names September 10, 2024
- AI-powered search startup Glean doubles valuation in new funding round led by Altimeter September 10, 2024
- Economic index that's predicted every election winner since 1980 looking good for Harris September 10, 2024
- Two key inflation reports this week will help decide the size of the Fed's interest rate cut September 10, 2024
- JPMorgan Chase shares drop 5% after bank tempers guidance on interest income and expenses September 10, 2024
- Jamie Dimon says 'the worst outcome is stagflation,' a scenario he's not taking off the table September 10, 2024
- Federal Reserve unveils toned-down banking regulations in victory for Wall Street September 10, 2024
- UBS trader turns bearish for next two months, worried about a 'large unwind' September 10, 2024