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The Money Show | Check out today's discussion with Mrin Agarwal, Founder & Director of Finsafe, as she shares when should one exit their funds and is it wise to do so and more such topics. Kavita Thapliyal Mrin Agarwal https://lnkd.in/gmEttq4a

I get many queries on exit funds for other funds or to book profits - My views on how investors can evaluate their decision. ET NOW Finsafe India Pvt Ltd #womantra #financialliteracy #financialwellness #financialplanning #investing #equities #mutualfundssahihai

We're back with this week's Money Mondays talking about money market mutual funds. 💰 With interest rates high, lots of (neo)banks and payment apps are advertising their higher-yield savings products. There's just one catch: the money isn't going into a savings account, it's going into an investment fund. Watch this week's video to learn what you need to know. #moneymarkets #financialwellbeing #financialeducation #livingabroad

First Foundation Bank next in line? Received a massively dilutive lifeline from Fortress, but another example of the absurd amount of leverage in the banking system that the general public simply does not appreciate… First Foundation at its peak had a $1.6b mkt cap and $13.6 billion in assets. That’s 9:1 leverage; again at PEAK equity valuation. The mkt cap is now $280m, a mere 49:1x leverage. Most investors would laugh any company running at 9:1 leverage out of the room, but because it’s a “bank…” How the riskiest companies in the world (banks), that are run on one day loans (deposits), are viewed as financial juggernauts is baffling. The FDIC is going to need a bigger boat.

Here are 3 ways you can save and grow your money in dollars instead of just leaving it idle in a dorm account ➡️1. Save it on a Fintech platform. I love to lock mine on platforms like Optimus, the interest is as high as 7%. You can liquidate and withdraw anytime you want. ➡️2. Invest in Dollar mutual funds. You can do this on platforms like Optimus (ADF), Cowerywise or even Stanbic Dollar mutual funds which is currently above 7% now. ➡️3. Invest it in US Etfs. This poses lower risks than individual stocks. You enjoy both Capital appreciation and dividend payments. ETFs like VTI returns up to 26% last year. 📌It’s not as hard as you think, start by signing up on a suitable platform today. All the 3 can be done on Optimus. And if you wish to invest in Stanbic mutual funds. 👉I will leave the signup link for both Optimus and Stanbic Mutual funds on the comments. Our students in the FinTribe Wealth Builders academy are enjoying all of these because we hold their hands and guide them on different investments. See the link below to join us: https://lnkd.in/d_tvKdAk

Morgan Stanley may be failing its fiduciary duty by offering consumers a minuscule 0.01% on their uninvested cash, a recent lawsuit claims. Unfortunately, this isn't unique to Morgan Stanley. Most major banks offer practically zero yield on money in checking accounts, even as they raise fees on credit cards and other financial products. Evergreen Money is flipping the script with our first product, Liquid Treasuries. Our founder, Bill Harris, spoke to Dan Shaw and Financial Planning about Evergreen and the ways advisors and consumers can be more intentional about allocating assets. Read more about it here: https://ow.ly/eUsY50SuKsc Evergreen is a fintech, not a bank. Banking products by Coastal Community Bank, Member FDIC. Investment advisory services are provided by Evergreen Money Advisors, an SEC-registered investment advisor. Treasury services by Jiko Securities, member FINRA and SIPC. More details visit https://ow.ly/hkVX50SuKsb. The Jiko bank account is offered by Jiko Bank, a division of Mid-Central National Bank. #FinancialPlanning #EvergreenMoney #Investment #LiquidTreasuries #Banking

We are wrapping up another great conference by the Texas Bankers Association on the final day! We met a lot of great new people and caught up with friends. If you haven’t already make sure you stop by the booth and talk to John Barkhurst about everything #SSNCInnovest has to offer. https://lnkd.in/gtrE34xf #fintech #wealthmanagement #trusttechnology #wealthmanagement

Alright bond adventurers, it's time for the next stop on our A-Z journey: B is for Bonds! Whether issued by governments or corporations, bonds are essentially loans that you, the investor, extend in exchange for regular interest payments. It's like being a personal lender to the big players! So, strap in and get ready to take your bond expertise to new heights! Drop a 👍 if you're ready to uncover the hidden gems of the bond universe." #tfi #thefixedincome #investinbonds #investments #finance #stablereturns #fintech #diversifictaion #smartinvestment #Bonds #passiveincome #wearebondinvestors

How Can You Quickly Master Norbert's Gambit with CIBC? Answers: https://lnkd.in/gX3cJDxh #NorbertsGambit #CIBC #CurrencyExchange #FinanceTips Wow, I just tried out Norbert's Gambit using CIBC Investor's Edge, and I’m honestly shocked at how straightforward it was! 😲 For a bit of context: Every quarter, I use Knightsbridge to convert my RSU proceeds from USD to CAD. I’ve been content with their rates, but they still lag behind the mid-market rates. Plus, that 5-6 business days waiting period always had me a bit anxious—where does the money even go during that time? 🤨 So today, I finally decided to give Norbert’s Gambit a go with CIBC, and I was pleasantly surprised by how easy it turned out to be. Here’s a quick rundown of what I did, just in case anyone else is thinking of trying it out! (This assumes you’re already familiar with the basics of Norbert’s Gambit.) Here’s the step-by-step: Transfer Funds: I moved money from my USD savings account to my Investor's Edge trading account. It took just a minute or two for the funds to appear. Calculate Shares: I calculated the number of DLR.U shares to buy by taking my total USD, subtracting the trading fee, dividing ...

Värde Partners' Global Head of Financial Services & Diversified Private Credit, Aneek Mamik, spoke with Bloomberg about the ways banks are partnering with private lenders as they seek to optimize their balance sheets, including through asset sales, credit risk transfers and forward-flow arrangements.   “Banks deserve credit for finding ways to remain relevant and generate revenue even if they don’t hold all the assets. These moves are not simplistic or quick, it’s a big shift in identity.” Read the article here: https://lnkd.in/garb2R-Y #privatecredit #creditrisktransfer #SRT #forwardflow