Financial Literacy

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What You Can Learn About Financial Freedom in 2026 From Tony Robbins
Yahoo Finance· 2025-09-16 00:00
According to the Federal Reserve, nearly one in five adults (19%) are either just getting by or struggling to make ends meet. Whether or not you’re one of them, chances are you dream of achieving financial freedom someday. Fortunately, the path to get there doesn’t have to be a mysterious one. Tony Robbins has a framework anyone can follow to reach financial freedom, one that applies to the present day and beyond. Trending Now: Avoid These 4 Common Mistakes When You Get Rich Overnight Discover Next: 10 Us ...
Suze Orman claims you should have 10x your income saved for retirement by age 67 — are you on track?
Yahoo Finance· 2025-09-14 17:17
Most banks and brokerage firms offer these accounts. But if you’re looking to combine the tax benefits of an IRA with a traditionally recession-resistant asset, opening a gold IRA might be worth considering.“It’s very probable that you will average a 12% annual rate of return over 40 years,” Orman said. “At the end of those years, you have a million dollars.”In an interview with Wall Street Journal this year, Orman explained that a 25-year-old could start putting $100 a month into an S&P 500 index fund thro ...
Workers demand faster paychecks from employers
Yahoo Finance· 2025-09-11 17:00
“We’re used to being able to pay people very quickly with Venmo, PayPal, Zelle, and other options,” said Tal Clark, CEO of Instant Financial, an employment pay benefits firm in Alpharetta, Ga. “These consumer payment preferences have naturally shifted over to payroll expectations, but HR and payroll departments can be slow to adapt.”Payment industry specialists say that consumer payments, in general, have accelerated in every facet of life.“We advertise Daily Pay in all our online recruiting efforts to try ...
Shopify: Just Let Your Winners Run (NASDAQ:SHOP)
Seeking Alpha· 2025-09-11 06:22
I recently joined The REIT Forum , and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber-only portfolios.When I last wrote about Shopify Inc. (NASDAQ: SHOP ) in June, I said that the company could cross $150B+ in market cap in H2 2025.Amrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund's objective is to invest capital in sustainable, growth-driven ...
ServiceNow Wins Vs Salesforce In Enterprise (NYSE:NOW)
Seeking Alpha· 2025-09-10 22:36
公司评级与业绩 - 对ServiceNow股票重申买入评级 因公司在2025财年第二季度继续保持强劲的企业发展势头 [1] 分析师背景与投资策略 - 分析师运营一家专注于可持续和增长驱动型公司的家族办公室基金 投资策略旨在通过实现增长目标最大化股东权益 [1] - 分析师共同运营获奖通讯The Pragmatic Optimist 内容涵盖投资组合策略 估值和宏观经济分析 [1] - 分析师拥有5年旧金山高增长供应链初创公司战略领导经验 并曾与风险投资公司和初创企业合作推动用户获取业务增长 [1]
Veeva Q2: Outpacing Salesforce's "Kill" Switch
Seeking Alpha· 2025-09-05 22:52
公司评级与目标价 - 重申Veeva买入评级 目标股价322美元[1] 公司财务表现 - Veeva收入增长连续三个季度加速[1] 分析师背景 - 分析师运营家族办公室基金 投资策略聚焦可持续成长型公司[1] - 基金目标为通过投资成长驱动型企业实现股东权益最大化[1] - 分析师拥有五年旧金山供应链初创公司战略领导经验[1] - 分析师曾与风险投资公司及初创企业合作推动用户获取业务增长[1] - 分析师在疫情期间成功为客户实现投资回报最大化[1] - 分析师创办获奖财经通讯 内容涵盖投资组合策略与宏观经济[1]
Zscaler Q4 Earnings Preview: Rising On CrowdStrike's Coattails
Seeking Alpha· 2025-08-30 22:48
作者背景 - 作者Amrita在温哥华运营一家精品家族办公室基金 负责制定家族基金的投资策略 基金目标为投资可持续且增长驱动的公司 通过实现增长导向目标最大化股东权益[2] - 作者与丈夫Uttam Dey共同运营获奖通讯The Pragmatic Optimist 内容涵盖投资组合策略 估值和宏观经济分析 该通讯被多家平台评为金融类顶级新闻通讯[2] - 作者拥有5年旧金山高增长供应链初创公司战略领导经验 曾与风险投资公司和初创企业合作 推动用户获取业务增长 在疫情期间为客户实现投资回报最大化[2] 投资持仓 - 作者通过股票所有权 期权或其他衍生工具持有ZA CRWD PANW的多头头寸[3] 内容属性 - 文章内容代表作者个人观点 未获得除Seeking Alpha外任何形式的补偿[3] - 作者与提及股票公司无业务关联关系[3] - Seeking Alpha声明其分析师包含专业投资者和个体投资者 未全部经过机构或监管机构认证许可[4]
Powell Industries: New All-Time Highs Are Likely On The Horizon
Seeking Alpha· 2025-08-16 19:46
分析师评级与目标价 - 将Powell Industries评级上调至"买入" 目标价为每股233美元 [1] 投资策略与背景 - 家族办公室基金专注于投资可持续、增长驱动的公司 以实现股东权益最大化 [1] - 投资策略结合估值、组合管理和宏观经济分析 通过新闻媒体传播简化后的金融知识 [1] - 创始团队具备供应链初创企业战略经验 曾主导疫情期间客户投资组合回报优化 [1] 内容平台影响力 - 创办的金融通讯被评为顶级财经通讯 致力于在Seeking Alpha平台分享投资理念 [1]
monday.com Q2: I'm Making This My Largest Software Holding
Seeking Alpha· 2025-08-12 22:43
分析师背景 - 分析师Amrita在温哥华运营一家精品家族办公室基金 专注于投资可持续、增长驱动的公司以最大化股东权益 [1] - 共同创办获奖新闻通讯The Pragmatic Optimist 内容涵盖投资组合策略、估值和宏观经济分析 [1] - 拥有5年旧金山高增长供应链初创公司战略领导经验 并参与风险投资和用户增长业务 [1] 投资观点 - 分析师对mondaycom Ltd(NASDAQ MNDY)给予买入评级 认为该公司在市场份额获取方面取得进展 [1] - 当前持仓包括MNDY、TWLO、TEAM 通过股票、期权或其他衍生工具持有 [2] 内容特点 - 分析风格注重金融知识普及 将复杂宏观经济概念转化为易于理解的形式 [1] - 新闻通讯The Pragmatic Optimist被列为金融领域顶级通讯 计划在Seeking Alpha平台分享观点 [1]
Salesforce: The Generational Buying Opportunity Is Here (Rating Upgrade)
Seeking Alpha· 2025-08-04 01:10
分析师背景 - 分析师Amrita运营一家位于温哥华的精品家族办公室基金 负责制定投资策略 专注于投资可持续且增长驱动的公司 以实现股东权益最大化 [1] - 创办获奖通讯The Pragmatic Optimist 内容涵盖投资组合策略 估值和宏观经济学 旨在简化金融术语和复杂宏观经济概念 [1] - 曾在旧金山高增长供应链初创公司工作5年 主导战略 并与风投公司和初创企业合作 推动用户获取业务增长 疫情期间为客户实现投资回报最大化 [1] 股票评级历史 - 2024年5月对Salesforce(NYSE: CRM)给予"持有"评级 认为当时的安全边际不足 [1] 披露信息 - 分析师当前未持有Salesforce相关头寸 但未来72小时内可能通过股票或看涨期权建立多头仓位 [2]