[embedded content] Subscribe! Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Short-sellers in the New York Times – The NYT takes a look at the non-billionaire short-sellers who’ve been run off the […]
Archives for February 2021
Credit card reward points – How to earn and redeem?
Credit Card reward points – Credit card comes with multiple benefits one such benefit is the reward. A reward means a freebie, gift, discount, or additional benefits that are offered to credit cardholders. It is offered against the usage of a credit card. Rewards are offered in terms of reward programs. These programs are made […]
Explorer
What is durability? What does it mean to be durable? The Japanese writer Haruki Murakami puts it this way: “And once the storm is over, you won’t remember how you made it through, how you managed to survive. You won’t even be sure whether the storm is really over. But one thing is certain. When […]
$375M advisor trio goes indie with Raymond James
Raymond James Financial Services has expanded its reach in the Northeast with its latest hires from Merrill Lynch. Operating as Topinka Financial, advisors Michael Topinka, Carl Boomhower and Daniel Tyburski became the latest wirehouse advisors to join the firm’s independent channel in the region, according to Raymond James. Kaitlyn Blaise, director of client services, also […]
Job openings increased toward the end of 2020, but a big employment gap remains
A hiring sign is posted i front of a Target store on February 05, 2021 in San Rafael, California. Justin Sullivan | Getty Images Employers added slightly more job posts late last year, but hiring slipped as the labor market ended 2020 on an uncertain note, the Labor Department reported Tuesday. Total openings increased to […]
How in the World Do You Post Journal Entries to the General Ledger?
As a business owner, you juggle a number of tasks, including accounting. You’re responsible for creating journal entries after every transaction. But that’s not all. You also need to know how to post journal entries to the general ledger. Learn how here. General ledger overview Your general ledger is a record used to sort and […]
FCA launches High Court battle against DB transfer adviser
The FCA has commenced civil proceeding in the High Court against Paul Steel for providing unsuitable defined benefit pension transfer advice. It has also secured in interim injunction which freezes the assets of both Mr Steel and his partner Ms Foster up to the value of £7m, pending a further hearing. The regulator said Mr […]
#FASuccess Ep 215: Tracking The Client’s (Non-Portfolio) Results To Price Your Financial Planning Retainer Fee, With Shawn Tydlaska
Executive Summary Welcome back to the 215th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Shawn Tydlaska. Shawn is the founder of Ballast Point Financial Planning, an independent RIA based in the San Francisco Bay Area that services over 100 high-income young professionals. What’s unique about Shawn though is the […]
Compassionate Client Service
The last 11 months have made one thing very clear: Behind every struggling business are struggling people. If your entire organization shows compassion for clients, the message that “we are here for you” will have real meaning and create lasting results. Compassion can work Companies focused on compassionate approaches are discovering that it makes a […]
Shorts and longs are NOT enemies!
[embedded content] Peter Boockvar (of Bleakley Advisory and the Boock Report) joins Josh in a wide-ranging discussion about the investment case for silver, the benefits of having short-sellers in the stock market, investment manias throughout history and more. Check out the podcast and find it on your favorite podcast app here: https://thereformedbroker.com/podcast/ The Compound Show […]