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Financial Advisor Success
- Ep 385: Unblocking Clients That Won’t Implement With A Journey Of Financial Health with Danielle Howard May 14, 2024Danielle Howard is the owner of Wealth By Design, a hybrid advisory firm based out of Colorado that oversees about $35 million in assets under advisement for 35 client households. Danielle's unique "Financial Fingerprints To Footprints" process assists clients who have difficulty implementing financial plans by uncovering and addressing their money memories. This approach helps […]Michael Kitces
- Ep 384: Growing An Advisor Career From (Bank) Assistant To Partner While Also Growing A Family with Hannah Provost May 7, 2024Hannah Provost is a partner and financial advisor at Lomanto Provost Financial Advisors, a hybrid advisory firm based out of New York State that oversees approximately $150 million in assets under management for 380 households. Hannah's unique journey in finance began with retail banking, progressing from lending and teller roles to a bank-based financial advisor, […]Michael Kitces
Investopedia
- How to Convert to a Roth IRA September 30, 2019Reviewed by Khadija KhartitFact checked by Suzanne KvilhaugThere are a number of reasons to consider a Roth individual retirement account (IRA) rollover, which moves funds from an existing traditional IRA (or another retirement account) into a Roth IRA.A Roth conversion is especially attractive if you expect your future tax rate to be higher than your […]Jean Folger
- Roth IRA Certificates of Deposit September 30, 2019They’re safe and predictable—but not for everybodyTroy Segal
NY Times Economix
- Spelling Bee Buddy: Personalized Hints That Update as You Play May 18, 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
- WordleBot: Your Daily, Personalized Wordle Score May 18, 2024First, play today’s Wordle. Then come here.Josh Katz and Matthew Conlen
- Flashback: Your Weekly History Quiz, May 4, 2024 May 17, 2024Can you sort 8 historical events?
- Flashback: Your Weekly History Quiz, May 11, 2024 May 17, 2024Can you sort 8 historical events?
- Flashback: Your Weekly History Quiz, May 18, 2024 May 17, 2024Can you sort 8 historical events?
CNBC
- Mercedes-Benz workers in Alabama vote against UAW union membership May 17, 2024
- Nvidia’s earnings will be in focus next week as stocks try to sustain record levels May 17, 2024
- OpenAI dissolves team focused on long-term AI risks, less than one year after announcing it May 17, 2024
- 'Dow theory' indicates the march to 40,000 could be short-lived May 17, 2024
- Campus protests have called for schools to divest from Israel. Here's how that would actually work May 17, 2024
- How to buy a put spread on the Nasdaq as a portfolio hedge May 17, 2024
- Boeing shareholders reelect departing CEO Calhoun to board May 17, 2024
- Frontier Airlines does away with change fees in budget airline pricing overhaul May 17, 2024
- Supreme Court Justice Alito urged to step off Trump election case over U.S. flag controversy May 17, 2024
- Dodge and Ram boss Tim Kuniskis, father of the Hellcat, to retire from Stellantis May 17, 2024