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Why Did Warren Buffett Invest Heavily in Coca-Cola (KO) in the Late 1980s?

Warren Buffett bought more than $1 billion in Coca-Cola (KO) shares in 1988, an amount that was then equivalent to 6.2% of the company. The purchase made it the single largest position in Buffett’s Berkshire Hathaway’s portfolio at the time. It remains one of Berkshire Hathaway’s biggest holdings today. In a filing in November 2020, …

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Advanced Planning – Scenarios vs. What-Ifs

What happens once you’ve entered your client’s data into the Fact Finder and discover that the client is outliving their assets in their cash flow report? It’s time to develop a plan and make recommendations to improve their financial future. But what’s the best way to show your clients the impact your recommendations (and their …

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Understanding Lender-Required Flood Insurance

“Just a few inches of water from a flood can cause tens of thousands of dollars in damage,” according to the National Flood Insurance Program. This fact sums up why mortgage lenders sometimes require borrowers to buy flood insurance. However, real estate agents and mortgage lenders often don’t tell customers about flood insurance requirements until …

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What Is the Difference Between Communism and Socialism?

Communism and socialism are umbrella terms referring to two cooperative schools of economic thought, both apparently antithetical to capitalism. These economic ideologies have inspired various social and political movements since at least the 18th century. Several countries have been or are currently governed by parties calling themselves “communist” or “socialist,” though these parties’ policies and …

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Setting Up Your Sharing Rules in eMoney

Whether you’re a new advisor to the eMoney platform or have just added a Support user to your team, you’ll want to include Sharing Rules as part of your setup process. With Sharing Rules, you can easily collaborate on plans, make your profile private, and even share your subscription to Advisor Branded Marketing (ABM) with support users. You can …

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