Nerd's Eye View

JULY 25, 2022

Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment.

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Nerd's Eye View

DECEMBER 12, 2022

To keep pace with the current inflationary environment (which also comes with a new CFP Board fee for CE credits and rising staff costs), the Kitces Members Section will be implementing a concomitant $20/year increase in its annual membership fee for Premier Members in 2023, from $149/year to $169/year (the first increase in 3 years!).

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Education CFP Certification License 246

Nerd's Eye View

APRIL 10, 2024

Financial advicers are intimately familiar with the phrase, "Past results are not indicative of future performance." However, Edward McQuarrie, author of the 2023 study "Stocks for the Long Run?

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Asset Allocation Wealth Accumulation Assets Portfolio 246

Abnormal Returns

JANUARY 16, 2023

thinkadvisor.com) Taxes Some steps you can take to upgrade your tax-planning game. blogs.cfainstitute.org) How Merit Financial Advisors is building out its tax practice. thinkadvisor.com) The biz The M&A has shifted in 2023 with a focus on firms with alts capacity. financial-planning.com).

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Financial Advising Wealth Advisor Tax Planning Financial Advice 130

Indigo Marketing Agency

DECEMBER 19, 2022

That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%. Bill Cates. Aaron Klein.

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Financial Advisor CFP Financial Services Education 116

Zoe Financial

APRIL 23, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 24, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. The S&P 500 was down 0.1%

Marketing 98

Marketing Marketing Financial Advisor Manufacturing 98

Darrow Wealth Management

NOVEMBER 17, 2022

Starting in 2023, a 4% surtax will be applied to taxable income and capital gains over $1M. As proposed, the new legislation would increase these tax rates to 9% and perhaps even 16% , respectively, starting in 2023. Considering tax planning strategies to reduce the impact of the new MA surtax. Plan your income.

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Taxes Wealth Management Tax Planning Planning 107

Zoe Financial

MAY 8, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 8, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! First quarter 2023 earnings are now tracking toward negative 4.5% (the market was expecting even worse numbers). The S&P 500 was up 1.9 Nasdaq was up 2.3% higher than expected.

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Marketing Marketing Financial Advisor Wealth Advisor 98

Zoe Financial

MAY 1, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 1, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! Earnings: The first quarter of the 2023 earnings season is more than halfway done. 2023 consensus EPS estimates stopped falling. The S&P 500 was up almost 1%. year-to-date.

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Marketing Marketing Financial Advisor Wealth Advisor 96

James Hendries

DECEMBER 13, 2022

LPL Research’s Outlook 2023: Finding Balance is our guide to how the readjustments in the economy and markets may impact you in the coming year. Those are the times when sound financial advice is more valuable than ever, as it helps us find our center, remember our plan, and stay focused on our goals.

Financial Advice 52

Financial Advice Economy Economics Planning 52

James Hendries

DECEMBER 7, 2022

If 2022 was about recognizing imbalances that had built in the economy and starting to address them, we believe 2023 will be about setting ourselves up for what comes next as the economy and markets find their way back to steadier ground—even if the adjustment period continues. This research material has been prepared by LPL Financial LLC.

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Economy Financial Advice Economics Marketing 52

Harness Wealth

MAY 25, 2023

The right advisor can help manage your wealth, plan for retirement, navigate tax implications, and more. Here’s a deep dive into the average fees of financial advisors, in 2023. Here, we’ll break down the different types of fees that financial advisors charge in 2023.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Indigo Marketing Agency

AUGUST 23, 2023

Even I, a millennial, find myself seeking guidance from advisors for: Retirement planning Tax strategies Life insurance Real estate College funds for children Long-term care plans Estate arrangements Given their life stage, millennials require assistance with various financial planning aspects.

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Financial Advisor Clients Retirement Planning Financial Advice 52

Sara Grillo

JANUARY 9, 2023

As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it. What should financial advisors do?

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Good Financial Cents

APRIL 19, 2023

You can earn passive income whether you’re an entrepreneur with a brilliant business plan, a talented artist, or just happen to have extra cash to invest. Sell Lesson Plans (for Teachers) 1. Learn How To Make Your First $1K Blogging The first step is to register a domain and select a hosting plan for your blog.

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Accounting Investing Investments Media 105

James Hendries

DECEMBER 12, 2022

If 2022 was about recognizing imbalances that had built in the economy and starting to address them, we believe 2023 will be about setting ourselves up for what comes next as the economy and markets find their way back to steadier ground—even if the adjustment period continues. Please contact your financial advisor with questions.

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Clients Economy Investment Advisor License 52

Zoe Financial

JUNE 5, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA June 5, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. for the week.

Marketing 52

Marketing Marketing Financial Advisor Tax Planning 52

Zoe Financial

MAY 23, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 23, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. for the week.

Marketing 52

Marketing Marketing Financial Advisor Tax Planning 52

Zoe Financial

SEPTEMBER 25, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA September 25, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. Nasdaq was down 3.6%

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Harness Wealth

MARCH 31, 2023

In this guide, we’ll explore how NFTs are taxed in the United States in 2023 and offer general tips for minimizing your NFT tax liabilities. Long-term capital gains: If you sell an NFT after more than one year of holding it, you will owe long-term capital gains, which can be anywhere from 0% to 20% for 2023. million as of 2023.

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Taxes Assets Sales Retirement 52

Zoe Financial

OCTOBER 2, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA October 2, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. For the quarter it was down 3%.

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Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

SEPTEMBER 11, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA September 11, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. S&P 500 was up 1.3%

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

APRIL 3, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 3, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. The S&P 500 was up 3.5%.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

MARCH 27, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 27, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. The S&P 500 was up 1.4%.

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Marketing Marketing Financial Advisor Wealth Advisor 52

Harness Wealth

JUNE 9, 2023

Recognizing the need for a financial plan is a significant first step toward the goal of achieving personal financial security. Table of Contents What is a Financial Plan? Table of Contents What is a Financial Plan? Why is Financial Planning so Important?

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

Zoe Financial

FEBRUARY 20, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA February 20, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. Dow Jones was also down.

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Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

DECEMBER 5, 2023

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA December 5, 2023 Watch Time: 3 minutes Transcript: Welcome to this week’s Wealth Management Digest. So, it dispels this view that consumers don’t want human financial advice; they want to do it themselves.

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Wealth Management Management Financial Planning Taxes 52

Zoe Financial

SEPTEMBER 18, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA September 18, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. Nasdaq was down 0.4%

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

AUGUST 28, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA August 28, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. S&P 500 was up 0.8%

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Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

AUGUST 22, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA August 22, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. S&P 500 was down 2.1%

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

AUGUST 14, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA August 14, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. S&P 500 was down 0.3%

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

AUGUST 8, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA August 8, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. government credit rating.

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Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

JULY 10, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA July 10, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

JUNE 12, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA June 12, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. for the week. What led the gains?

Marketing 52

Marketing Marketing Financial Advisor Education 52

Zoe Financial

APRIL 17, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 17, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. The S&P 500 was up 0.8%

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

MARCH 6, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 6, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. for the week.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

FEBRUARY 6, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA February 6, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. The S&P 500 was up 1.6%

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