Finance - Career Ramblings

Kevin Canterbury of Arizona: Portfolio Analysis 101 – Tools and Techniques for Evaluating Investment Performance

06.11.202406.11.2024Career Ramblings0

Kevin Canterbury of Arizona has always emphasized the importance of evaluating investment portfolios through thorough analysis. Portfolio analysis, when done properly, can reveal a wealth of insights that guide both seasoned investors and beginners alike. Evaluating a portfolio’s health involves understanding its risks, potential returns, and alignment with an investor’s financial goals. By diving into […]

Pablo Salame on How to Build a Balanced Investment Portfolio: Tips for Long-Term Success

28.10.2024Career Ramblings0

Building a balanced investment portfolio is one of the most crucial steps in ensuring long-term financial success. It’s more than just choosing the right stocks or bonds; it’s also about constructing a portfolio that aligns with your risk tolerance, financial goals, and timeline. A well-constructed portfolio provides diversification, reduces risk, and sets a foundation for […]

Peter Lawrence of Hauppauge, NY discusses the ins and outs of getting financial aid to fund your college education.

Peter Lawrence of Hauppauge, NY Shares Insights On College Funding

08.10.2024Career Ramblings0

Host: what is a Certified College Funding Specialist? Peter Lawrence of Hauppauge, NY: A Certified College Funding Specialist (CCFS) is an individual certified by the Association of Certified College Funding Specialists. The CCFS designation is most recognized college financial planning certification in the financial industry. Host: How does someone get started working with a Certified […]

Anthony Cross of Edmond Oklahoma believes that deciding when to claim Social Security is a complex and highly individualized decision.

Anthony Cross of Edmond Oklahoma: Social Security Timing – How to Decide the Best Time to Claim Your Benefits

02.10.2024Career Ramblings0

Anthony Cross of Edmond Oklahoma often emphasizes that determining the best time to claim Social Security is one of the most critical decisions you will make in your retirement planning. The timing of when you claim Social Security benefits can significantly impact your overall financial security during your retirement years. Several factors influence this decision, […]

Nathan Duane Oeming Explores Tax Planning for Small Business Owners: Maximizing Deductions and Credits

04.09.2024Career Ramblings0

Tax planning is a critical aspect of running a small business. Effective tax planning can save you significant money by maximizing deductions and credits while ensuring compliance with tax laws. For small business owners, understanding the intricacies of tax planning is essential to minimizing tax liabilities and optimizing financial health. Nathan Duane Oeming will explore […]

Ian Balina Discusses Crypto Savings Accounts copy

Ian Balina Discusses Crypto Savings Accounts: A Safe Way to Earn Interest on Your Holdings

19.08.2024Career Ramblings0

In the ever-evolving world of finance, cryptocurrencies have emerged as a revolutionary asset class, attracting both enthusiasts and skeptics. While many people associate cryptocurrencies with trading and price volatility, there is another, more stable way to benefit from your crypto holdings: crypto savings accounts. These accounts offer a unique opportunity to earn interest on your […]

Bob Pascasio: A Comprehensive Guide to Successful Grant Writing, from Proposal to Approval

05.08.202405.08.2024Career Ramblings0

Grant writing can be a challenging but rewarding process, especially when you have the right strategies in place. Bob Pascasio, a seasoned grant writer, has successfully navigated this complex landscape and secured substantial funding. This guide, inspired by Bob Pascasio’s expertise, will walk you through the essential steps of grant writing, offering practical tips to […]

Evolve Bank Discusses Building Customer Confidence

10.05.2024Career Ramblings0

Evolve Bank & Trust is at the forefront of the open banking industry, offering innovative financial services to its clientele. As a prominent figure in the Banking as a Service (BaaS) sector, Evolve focuses on delivering advanced solutions. Diverging from conventional institutions, Evolve emphasizes flexibility, transactional efficiency, and BaaS capabilities to address the dynamic demands […]

Josiah Grauso on Social Security and Creating a Secure Retirement

10.05.2024Career Ramblings0

Josiah Grauso is a professional in Business Management with 20 years’ experience in the Financial Services Industry. Josiah helps educate current and prospective clients by teaching Social Security workshops and other community events geared towards those at or near retirement age. He has a passion for helping families devise and create sound financial strategies designed […]

Angel Bernal Robles Montgomery Explains How Technology is Fueling New Business Models in Finance

09.05.202409.05.2024Career Ramblings0

Angel Bernal Robles of Montgomery is a Risk Management Specialist in the finance industry. In the following article, he discusses how financial technology (fintech) startups are reshaping the industry and explains some of the most prominent business models they are introducing. The finance industry has been undergoing a significant transformation in recent years, driven by […]