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4 Economic Charts That Might Surprise You

Four charts about the economy you might find surprising: 1. Wages are cumulative too. The Congressional Budget Office released new research comparing inflation on a basket of goods and services…

Consolidation of Industry’s Largest RIAs Is “Very Possible”

Consolidation among the most prominent players in the RIA space is “very possible,” according to a managing director for private equity firm LightYear Capital. Max Rakhlin said the return on…

The End of the Blog, But Not Our #Unfiltered Advice

Dear Monument Wealth Management Community, This is the final Off the Wall blog. While we will keep the old blogs up to refer to, the blog portion of our website…

Family offices have ‘dangerous gaps’ in risk management, report warns

Although cyber is a significant concern, family offices feel the greatest current risk is from geopolitics. Again, their preparedness to mitigate this risk is low with just 17% having clear…

5 Steps to building financial capability  

Summary Learning about finances doesn’t have to be overwhelming. Start learning the basics of how to get out of debt, save for your goals and more. Financial knowledge is key…

How to Talk About Money with Your Aging Parents

Gather Financial Information You’ll need to get a complete picture of your parents’ finances, because the bills you see around the house are likely just a snapshot of the reality.…

Animal Spirits: Fighting Inflation – The Irrelevant Investor

Posted May 8, 2024 by sean Today’s Animal Spirits is brought to you by Simplify ETFs: See here for more information on Simplify’s suite of active-income solutions! On today’s show,…

Advisor Sentiment Index: Advisors Predict Additional Positive factors in Equities

Advisor sentiments across the well being of the inventory market and the financial system remained primarily unchanged by March. Sentiment within the inventory market remained elevated at 122, in comparison…

Why Michael Lee-Chin is investing in nuclear energy

Lee-Chin now seems to be on the world and is able to make his subsequent prediction: nuclear energy will sit on the core of our future vitality consumption. “The world’s…

Yearly Monetary Well being Guidelines: 6 Important Strikes to Maintain Your Cash in Form

Simply because it’s necessary to schedule annual check-ups together with your major care doctor, frequently assessing and updating your monetary plan is a crucial technique for long-term monetary success. As…

These Are the Items – The Irrelevant Investor

This content material, which comprises security-related opinions and/or info, is offered for informational functions solely and shouldn’t be relied upon in any method as skilled recommendation, or an endorsement of…

Who’s Shopping for a Home on this Market?

In line with Redfin, we simply hit one other new all-time excessive within the median month-to-month fee (primarily based on present house costs and mortgage charges): The median fee for…

RIA Roundup: Cerity Hits $100B with Denver-based OCIO Agency Agility

Cerity Companions will attain $100 billion in property when a deal to purchase the $15 billion OCIO division of Perella Weinberg Companions Capital Administration closes later this 12 months, and…

Financial institution of Canada broadcasts key rate of interest resolution

The announcement features a forecast that financial development is about to choose up in 2024 on the again of robust inhabitants development and a restoration in family spending. The Financial…

Retirement Financial savings Objective: How A lot You Must Retire by 65

Leaving the workforce behind and retiring to a lifetime of monetary independence is a milestone most individuals rely as certainly one of their high objectives. In any case, it’s why…