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Consider This Program: Consider This Program & Jeffrey Mount, PHD

Written by Jeff Mount

 July 4, 2020

Join us as we talk with Real Intelligence LLC President Jeffrey Mount.  Real Intelligence LLC empowers wealth consultants to overcome the competitive challenges of artificial Intelligence.

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Inflation, Risk Shifts and Political Blather

The government measures price-changes that occur in the cost of goods and services in the economy. They represent that measurement in an index, and then use that index to inflate the cost of government programs. The most often quoted measurement is the consumer price index (CPI). This index measures items like, housing, apparel, transportation, medical

Rebalancing is overdue for an update

The time has come for planners to claim language that is better suited to personal financial planning than the jargon we scrounged from accounting and finance in our infancy. In this article, we call for a revision the overused and imprecise verbs, “Rebalance” and “Rebalancing” and employ instead, “Age” and “Aging” as language refinements that

Invisible Data, Weak Plan, Poor Outcome

The balance sheet is among the most rudimentary of financial tools. Thanks to its omnipresence nearly everyone can explain the difference between assets and liabilities as net worth. Mortgage applications, financial plans and corporate filings bear witness to the universal acceptance of this base unit of financial knowledge.   Test the point by answering this

Unreal Expectations, No Trust Lead Investors to Failure Read

Written by Jeff Mount October 01, 2020 Registered representatives. Wealth consultants. Investment advisor representatives. Financial planners. These are all names that describe people who are in the financial services business. They differ in that each has a slightly different tilt, but all have one thing in common: Most Americans have chosen not to work with

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