Nerd's Eye View

JANUARY 9, 2024

Kimberly is the Lead Financial Planner and Managing Partner of Enders Wealth Management, a hybrid advisory firm based in Sterling Heights, Michigan, that oversees $50M in assets under management for 85 client households. Read More.

Financial Advisor 246

Financial Advisor Financial Planner Clients Food 246

Million Dollar Round Table (MDRT)

JULY 2, 2023

By Matt Pais, MDRT Content Specialist Toward the beginning of his 2015 MDRT Annual Meeting ConneXion Zone presentation, Seth Groff of Assurity Life cited Voltaire’s quote about judging people by their questions, not their answers. If clients judged you as an advisor based on your questions, what would they say?

Clients 97

Clients Communication Insurance Management 97

Nerd's Eye View

JUNE 12, 2023

Firms that were returning to the office have done so, those that are staying remote are remaining as such, and either way most advisory firms have figured out how to continue to service and retain clients, and are slowly adapting to finding new (or reinvigorating old) paths to grow at least slowly once again.

Financial Advisor 246

Financial Advisor Financial Planner Professional Services Clients 246

The Big Picture

OCTOBER 19, 2023

One of my favorite responsibilities as chief investment officer at Ritholtz Wealth Management is the quarterly conference call I do for our clients. 3 This was evident way back in 2015, when the post-GFC recovery was in full flower but was broadly ignored by much of the population. 4 People’s perceptions do not match the data.

Media 351

Media Economy Economics Wealth Management 351

Nerd's Eye View

DECEMBER 26, 2022

This year has been challenging for many financial advisors as they help their clients (and their own firms!) navigate a volatile market environment (in both stocks and bonds – oof!) and inflation levels not seen in several decades. by the next day’s, week’s, and month’s worth of content that comes along.

Financial Advisor 245

Financial Advisor Financial Advice Estate Planning Planning 245

Brown Advisory

MAY 1, 2016

2015-2016 Annual Report | Building on Nuance. At Brown Advisory, nuance lives in our vernacular, the rhythm of our culture and the expertise of our client teams. The innovative and compounding power of making properly nuanced decisions has allowed us to serve clients of the highest and most discerning quality for over 20 years.

Clients 52

Clients 52

Brown Advisory

NOVEMBER 12, 2015

Strategic Advisory Letter | 2015 Year-End Planning Checklist. Thu, 11/12/2015 - 11:10. As 2015 comes to a close, we remind our clients and friends of how important it is take time to review new tax rules, consider tax-saving opportunities and review investment and asset-protection plans before year’s end. Income Taxes.

Planning 52

Planning Taxes Distribution Medical 52

Brown Advisory

JUNE 3, 2015

The Advisory | June 2015. Wed, 06/03/2015 - 10:14. In many clients’ portfolios we have eliminated our overweight position in U.S. equities in many client portfolios for the past four years. This piece is intended solely for our clients and prospective clients and is for informational purposes only.

Valuation 52

Valuation Economy Banking Economics 52

Nationwide Financial

MAY 18, 2023

Raising a child can be expensive, but tools like Health Savings Accounts, college savings plans, Flexible Spending Accounts and child tax credits can help lessen the financial burden for clients. Creating a plan for the costs of parenthood can be important to discuss with your clients who plan to raise children.

Clients 98

Clients Insurance Accounting Taxes 98

Brown Advisory

JULY 30, 2015

Strategic Advisory Letter | Mid-Year Planning Tools for 2015. Thu, 07/30/2015 - 16:44. In a nutshell, that is what we strive to do at Brown Advisory: help our clients to be prepared. We recommend managing your planning efforts as a year-round process rather than an annual exercise in December.

Planning 52

Planning Strategic Planning Tax Planning Risk Tolerance 52

The Big Picture

APRIL 1, 2023

The firm gets spun out in 2015, partnering with Nuveen, part of the trillion-dollar asset manager TIAA. This puts the company on the same side of the table as their clients, while giving the firm the potential for equity-level returns when companies do well.

Assets 173

Assets Management Valuation Investments 173

Random Roger's Retirement Planning

FEBRUARY 12, 2025

I used AQMIX, AQRIX and client/personal holding MERFX because they've all been around for a while and BTAL is also a client/personal holding. There's no way to know if repeating this same study running from 2015 to 2030 after a flurry of funds came out in the mid-2010's might get us closer but we can check back in five years.

Portfolio 52

Portfolio Retail Assets Clients 52

Nationwide Financial

JANUARY 5, 2023

LGBTQ+ adults were not legally permitted to marry their romantic partners nationwide, nor receive the 1,100+ legal benefits and protections that come along with marriage, until the United States Supreme Court’s Windsor and Obergefell decisions in 2013 and 2015, respectively 3. Finding such LTC providers may be difficult and expensive.

Planning 64

Planning Clients Insurance Budgeting 64

Indigo Marketing Agency

MARCH 11, 2024

Titled “How to Create Your Marketing Strategy and Grow Your AUM by 25%,” this free, educational content aims to transform the way financial advisors approach marketing by equipping them with the proven plan that has been pivotal for the success of hundreds of advisors since 2015. About Indigo Marketing Agency.

Financial Advisor 52

Financial Advisor Clients Engineering Marketing 52

Million Dollar Round Table (MDRT)

JUNE 13, 2023

To which do you and your clients react more expressively? In his 2015 MDRT Annual Meeting presentation , Shawn Achor recommended three effective habits to boost happiness: Think of three new things you’re grateful for every day. By Matt Pais, MDRT Content Specialist Take a moment and think about how your brain operates.

Numbers 98

Numbers Clients 98

Investment Writing

DECEMBER 18, 2022

Speak is particularly useful when I make heavy edits to client-written pieces because I might not realize that a change I made in one spot will require a corresponding change in another spot. 18, 2015; August 8, 2022; and Dec. If I make a lot of changes to a piece, I may review one sentence at a time.

Distribution 105

Distribution Clients Investing Investments 105

Random Roger's Retirement Planning

DECEMBER 12, 2023

The client was in his 70's when the story starts in 2015 and he had "at least $50 million." If portrayed correctly in the article, there is no way they were looking out for the client's interests. If they'd found him a cash account paying zero interest back in 2015, they could started taking $1.5

Portfolio 75

Portfolio Clients Accounting Financial Advisor 75

Brown Advisory

MAY 1, 2015

Fri, 05/01/2015 - 12:00. As important, we use each year's annual report to continue the dialogue with our clients, our shareholders and our colleagues about the mission of Brown Advisory and the steps that we are taking to strengthen further our team, infrastructure and the client experience.

Clients 52

Clients Investing Investments 52

Random Roger's Retirement Planning

AUGUST 5, 2023

There's a news story out there about an advisor who got into a world of trouble loading up on levered long equity ETFs for clients. Turns out there's a mutual fund version with symbol HCMDX with a track record back to 2015. Problem is daily reset which effects the tracking.

Portfolio 93

Portfolio Clients Taxes Numbers 93

Random Roger's Retirement Planning

JUNE 6, 2024

I chose client holding ROBO as the whatever because I've held it for ages, it has at times outperformed, at times it has lagged but I am not cherry picking the top performing thing I have to distort the results. The other holdings are in the narrow universe of things I use for blogging purposes not what I own for clients.

Asset Allocation 92

Asset Allocation Retail Clients Taxes 92

eMoney Advisor

NOVEMBER 9, 2022

Cultural humility can help create a safe space for clients to share their most important financial information, which is a critical part of the financial planning process. Clients Are Changing Generationally. Younger generations of clients are more socially aware. D evelopment Disability. D isability (acquired). R eligion.

Financial Planning 78

Financial Planning Planning Certified Financial Planner Financial Planner 78

Investment Writing

APRIL 3, 2023

How should you spell the word that may appear in descriptions of an asset management firm’s minimum requirements for clients— “investable” or “investible” ? Note: I updated this blog post in 2015 to delete an outdated reference to an inactive poll.

Investing 98

Investing Investments Assets Clients 98

Brown Advisory

NOVEMBER 8, 2016

billion in 2015, according to Gartner. from 25% in the third quarter of 2015 in part because of its rapid pace of innovation, according to Amazon spokesman Darin Manney. AWS this year has already added more functions and services in the cloud than in 2015, when it deployed more than 700 new features, Manney said in an Oct.

Manufacturing 52

Manufacturing Clients Sales Investing 52

Brown Advisory

NOVEMBER 8, 2016

billion in 2015, according to Gartner. from 25% in the third quarter of 2015 in part because of its rapid pace of innovation, according to Amazon spokesman Darin Manney. AWS this year has already added more functions and services in the cloud than in 2015, when it deployed more than 700 new features, Manney said in an Oct.

Manufacturing 52

Manufacturing Clients Sales Investing 52

Random Roger's Retirement Planning

JULY 30, 2022

BTAL and MERFX are personal and client holdings. The lag in 2015 was a matter of basis points. Interesting to me is that it did very well despite BTAL losing almost 25% for the first three and half years of this portfolio and RYMFX losing 15% in the first two years and then dropping 33% in another downtrend from mid 2015 to early 2019.

Portfolio 75

Portfolio Accounting Clients Marketing 75

Brown Advisory

APRIL 21, 2023

Source: FactSet (10/15/2014-10/15/2015) At our firm, we very much appreciate the mindset of investors who claim to be entirely focused on bottom-up fundamentals; as noted that is where we try to spend the bulk of our research time as well. Factset® is a registered trademark of Factset Research Systems, Inc.

Portfolio Management 98

Portfolio Management Portfolio Banking Management 98

Indigo Marketing Agency

JANUARY 3, 2024

Innovative and value-driven, the Indigo Advisor Club offers a suite of cutting-edge marketing tools, aimed to empower financial advisors to achieve greater online visibility and client engagement.

Financial Advisor 52

Financial Advisor Marketing Marketing Education 52

The Irrelevant Investor

NOVEMBER 10, 2019

In 2015, just 4% had fewer than 1.5 By Cliff Asness Snapshot-based analyses don’t correspond to the experience that most investors have in the markets. By Nick Maggiulli In 1973, 40% of homes had 1.5 bathrooms or fewer.

Manufacturing 52

Manufacturing Clients Investing Investments 52

Sara Grillo

OCTOBER 31, 2022

The Form ADV Part I provides basic business detail about things such as ownership, clients, employees, etc. Many times you will even see client dispute disclosures, where they may have sold a client a product that wasn’t presented properly, for example. 3 Form ADV Part 2, Section 4, Item E, Client Assets under Management.

Financial Advisor 110

Financial Advisor Commission Clients Compliance 110

Walkner Condon Financial Advisors

SEPTEMBER 30, 2022

Looking into the Flexible CPI, particularly in 2015, the main driver of deflationary pressures was energy. He is a fee-only, fiduciary financial advisor who works with clients locally in Madison and around the country. In my opinion, it is important to note that Sticky CPI over the last 10 years was really sticky, and low overall.

Financial Advisor 98

Financial Advisor Food Fee Only Economics 98

Brown Advisory

MARCH 1, 2016

In November 2015, Square, a San Francisco-based creator of mobile payment technology, went public at $9 per share and immediately rocketed 45% to a valuation of more than $4 billion. From 2010 until 2015, the bull run in publicly traded equities led to a surge in valuations across the venture capital industry. Superior Six.

Valuation 52

Valuation Investing Investments Clients 52

The Big Picture

MAY 23, 2023

How to recruit and retain the best people and how to use technology as a tool to give you an edge, not just in investing but in the ability to offer clients various solutions improving your efficiency, effectiveness and productivity as a company. I manned client call phones. Who are its clients? I just couldn’t reach it.

Clients 162

Clients Management Engineering Investing 162

Brown Advisory

AUGUST 20, 2018

The magnitude of the growth in cap ex for these firms is staggering (all data in this article sourced from Factset): Between 2015 and 2019, Facebook, Google, Amazon and Microsoft are on track to drive 79 % of all incremental cap ex of S&P 500 Index companies. of sales in 2012 to 12% in 2018.

Assets 52

Assets Clients Investing Investments 52

Brown Advisory

AUGUST 20, 2018

The magnitude of the growth in cap ex for these firms is staggering (all data in this article sourced from Factset): Between 2015 and 2019, Facebook, Google, Amazon and Microsoft are on track to drive 79 % of all incremental cap ex of S&P 500 Index companies. Amazon, Facebook, Google, Microsoft Capital Expenditure Growth Trend, 2015-2019E.

Assets 52

Assets Clients Investing Investments 52

Good Financial Cents

DECEMBER 12, 2022

The company is headquartered in Chicago, Illinois, and was founded in 2015. If you read more about them in our M1 Finance review you’ll clearly see they are a top notch online broker that offers a wide array of investing and banking services and products to their clients. When did M1 Finance Start? territories. FDIC Coverage.

Investing 83

Investing Investments Portfolio Analysis Insurance 83

Brown Advisory

DECEMBER 2, 2015

Wed, 12/02/2015 - 13:46. Investors should expect the market swings of 2015 to carry over into the new year, driven largely by concerns over weak global growth. global growth for 2015. Six of these moves have benefited client portfolios. 30, 2015, the Russell 3000® Index of U.S. 31, 2015, from 5% in June 2014.

Economy 52

Economy Taxes Clients Assets 52

Random Roger's Retirement Planning

JANUARY 22, 2023

In 2015 it was up 8.93% versus 1.25 I have no interest or intention of buying any of the funds mentioned personally or for clients. Switching from MCW to SCHD now, after a great year is an example of chasing last year's winner that I have mentioned before. A more glaring example might be with iShares US Momentum ETF (MTUM).

Numbers 74

Numbers Clients Marketing Marketing 74