Nerd's Eye View

MARCH 4, 2024

Welcome to the March 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Startup 246

Startup Wealth Management Clients Portfolio 246

Nerd's Eye View

OCTOBER 7, 2024

Welcome to the October 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Clients 246

Clients B2B Estate Planning Planning 246

Abnormal Returns

FEBRUARY 4, 2024

(humbledollar.com) Are you doing these seven things that represent 'real financial planning'? wsj.com) How major asset classes performed in January 2024. allstarcharts.com) Four steps to build a no-fuss portfolio including eliminating redundant accounts. blairbellecurve.com) Why investors are pulling money from TIPS ETFs.

Financial Planning 299

Financial Planning Accounting Portfolio Assets 299

Dear Mr. Market

DECEMBER 31, 2024

Because when it comes to financial planning, you’re ready to write it downand studies show that writing down your goals makes you 42% more likely to achieve them. Heres your top 10 financial planning checklist for the new year. Review Investment Allocations Markets evolve, and so should your portfolio. But not this year.

Budgeting 96

Budgeting Financial Planning Estate Planning Planning 96

Abnormal Returns

JANUARY 5, 2024

morningstar.com) A look at different variants of the 60/40 portfolio. wsj.com) Apple ($AAPL) is planning to launch Stolen Device Protection. wsj.com) ETFs Five ETF predictions for 2024 including the spot Bitcoin ETF. (visualcapitalist.com) Long technology, short utilities was the trade in 2023.

Financial Advising 272

Financial Advising Media Economy Economics 272

Carson Wealth

DECEMBER 31, 2024

Your personal preferences and the potential good your bequests can do are factors to think about in your estate planning. Basically, estate equalization is the process of helping ensure fairness in your estate plan, whether that means leaving all your primary heirs the same bequests or not. million per person in 2024.

Estate Planning 52

Estate Planning Planning Taxes Distribution 52

Carson Wealth

JULY 18, 2024

Carson Investment Research 2024 Midyear Outlook: Eyes on the Prize The economy continues to see a solid rate of expansion with low risk of a recession. We are targeting a total return for the S&P 500 of 17-20% in 2024. And while bonds have briefly stumbled, some other portfolio diversifiers, including gold, have done well.

Investing 139

Investing Investments Economy Economics 139

Calculated Risk

MAY 15, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.51% in April The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 4 basis points from 0.55% of servicers’ portfolio volume in the prior month to 0.51% as of April 30, 2023.

Portfolio 204

Portfolio Numbers Planning Taxes 204

Calculated Risk

MAY 20, 2024

From the MBA: Share of Mortgage Loans in Forbearance Remains at 0.22% in April he Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance remained unchanged at 0.22% as of April 30, 2024. According to MBA’s estimate, 110,000 homeowners are in forbearance plans.

Numbers 162

Numbers Portfolio Planning Marketing 162

Nerd's Eye View

JULY 26, 2024

The study also identified attributes of "top performing" firms across a range of metrics, finding that they are more likely than other firms to have a clear ideal client persona, client value proposition, and marketing plan.

Financial Planner 246

Financial Planner Retirement Communication Financial Advisor 246

Calculated Risk

OCTOBER 21, 2024

From the MBA: Share of Mortgage Loans in Forbearance Increases to 0.34% in September The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance increased to 0.34% as of September 30, 2024. According to MBA’s estimate, 170,000 homeowners are in forbearance plans.

Government 162

Government Portfolio Planning Numbers 162

Harness Wealth

NOVEMBER 12, 2024

Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Checklist: Year-end Tax Planning Strategies Review the following tax strategies with your tax advisor and/or financial advisor before the end of the year. For those over 50, the limit is $8,000.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Carson Wealth

MARCH 7, 2024

By Jake Anderson, CFP ® , Wealth Planner When helping clients begin retirement planning, the same questions often arise: What should my retirement plan look like? Your lifestyle, goals, family situation, and risk tolerance will give a unique signature to your retirement plan. Looking for personalized retirement planning advice?

Retirement Planning 143

Retirement Planning Retirement Planning Risk Tolerance 143

Nerd's Eye View

JANUARY 13, 2025

We've also rolled out a new private community specifically for Directors of Financial Planning (DFPs), who are increasingly becoming the lynchpins that drive planning excellence in advisory firms… which is so in alignment with our own Kitces mission that we wanted to start hosting a community for DFPs to further foster their success!

Financial Advice 147

Financial Advice Ethics Financial Planning Education 147

Calculated Risk

JULY 22, 2024

From the MBA: Share of Mortgage Loans in Forbearance Increases to 0.23% in June The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance increased to 0.23% as of June 30, 2024. According to MBA’s estimate, 115,000 homeowners are in forbearance plans.

Numbers 162

Numbers Portfolio Government Planning 162

Advisor Perspectives

APRIL 25, 2024

million Americans turning 65 in 2024, advisors are navigating four core risks that will impact their portfolios in retirement: longevity, inflation, volatility, and emotions. With nearly 4.5 We will discuss new research by Dr. Wade Pfau, professor at The American College of Financial Services.

Retirement Planning 102

Retirement Planning Retirement Planning Financial Services 102

Calculated Risk

SEPTEMBER 23, 2024

From the MBA: Share of Mortgage Loans in Forbearance Increases to 0.31% in August The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance increased to 0.31% as of August 31, 2024. According to MBA’s estimate, 155,000 homeowners are in forbearance plans.

Portfolio 147

Portfolio Planning Numbers Marketing 147

Calculated Risk

FEBRUARY 20, 2024

From the MBA: Share of Mortgage Loans in Forbearance Decreases Slightly to 0.22% in January The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 1 basis point from 0.23% of servicers’ portfolio volume in the prior month to 0.22% as of January 31, 2024.

Portfolio 162

Portfolio Planning Numbers Economics 162

Calculated Risk

MARCH 18, 2024

From the MBA: Share of Mortgage Loans in Forbearance Holds Steady at 0.22% in February The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance remained unchanged at 0.22% as of February 29, 2024. According to MBA’s estimate, 110,000 homeowners are in forbearance plans.

Portfolio 162

Portfolio Planning Taxes Numbers 162

Nerd's Eye View

DECEMBER 25, 2023

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more. Read More.

Financial Advisor 246

Financial Advisor Insurance Financial Planner Clients 246

The Big Picture

DECEMBER 4, 2024

December 4, 2024) Are you holding large, concentrated equity positions that have accrued big gains? Maybe it’s due to employee stock option plans. But suddenly they find themselves sitting on an uncomfortably large percentage of their portfolio in a single name. It gets to be a bigger, bigger percentage of your portfolio.

Taxes 130

Taxes Portfolio Accounting Management 130

Calculated Risk

OCTOBER 16, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.31% in September The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 2 basis points from 0.33% of servicers’ portfolio volume in the prior month to 0.31% as of September 30, 2023.

Portfolio 162

Portfolio Numbers Insurance Planning 162

Random Roger's Retirement Planning

JANUARY 17, 2025

WAAV seems Permanent Portfolio inspired which is why I threw in AQRIX and PRPFX along with VBAIX as a proxy for a 60/40 portfolio makes sense as a benchmark. Both the ACWI and SPY versions outperformed AQRIX which is sort of a risk parity fund and PRPFX which is the Permanent Portfolio. The results are a mixed bag.

Portfolio 52

Portfolio Management Taxes Numbers 52

Calculated Risk

APRIL 22, 2024

From the MBA: Share of Mortgage Loans in Forbearance Remains at 0.22% in March The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance remained unchanged at 0.22% as of March 31, 2024. According to MBA’s estimate, 110,000 homeowners are in forbearance plans.

Numbers 147

Numbers Planning Portfolio Marketing 147

Darrow Wealth Management

MARCH 3, 2025

Bond Basics: How Bonds Work and Reasons to Add Bonds to Your Portfolio Stock vs bond historical returns by calendar year Investors dont hold bonds to outperform stocks over the long run. Stocks vs bonds historical returns by calendar year (1997 – 2024) Top takeaways: Between 1997 and 2024, the S&P 500 returned 9.7%

Risk Tolerance 60

Risk Tolerance Asset Allocation Assets Portfolio 60

Calculated Risk

JUNE 24, 2024

From the MBA: Share of Mortgage Loans in Forbearance Decreases Slightly to 0.21% in May The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance declined slightly to 0.21% as of May 31, 2024. According to MBA’s estimate, 105,000 homeowners are in forbearance plans.

Portfolio 130

Portfolio Planning Numbers 130

Nerd's Eye View

FEBRUARY 23, 2024

Also in industry news this week: A recent study has found that advisors who gain additional credentials tend to see a boost both in their confidence and in their business metrics, with the CFP certification standing out in terms of value The implications for RIAs of a proposed Treasury Department rule that would subject many firms to certain anti-money-laundering (..)

Financial Planner 246

Financial Planner Certification CFP Financial Advice 246

Trade Brains

NOVEMBER 6, 2024

Shareholding Pattern In September 2024, Hindustan Zinc Limited had a majority stake held by the promoters at 63.42 On November 6, 2024, the government of India proposed an offer for the sale of 2.5% 19 per share for the financial year 2024-25, totaling Rs. percent, foreign institutional investors at 1.01 of their holding.

Planning 52

Planning Government Sales Investment Advisor 52

Calculated Risk

DECEMBER 18, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.26% in November The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 3 basis points from 0.29% of servicers’ portfolio volume in the prior month to 0.26% as of November 30, 2023.

Portfolio 162

Portfolio Planning Economy Numbers 162

Darrow Wealth Management

FEBRUARY 9, 2025

If you own 10,000 shares, you receive $40,000 in dividend income (before taxes) and have a portfolio currently worth $2M. You’ll receive the same $40,000 in dividend income and the value of your portfolio drops to $1.5M. Dividend paying stocks and funds can be a great addition to a portfolio.

Retirement 67

Retirement Asset Allocation Taxes Portfolio 67

The Big Picture

DECEMBER 1, 2023

Vox ) • New Billionaires Are Inheriting More Wealth Than Creating It — And Shaking Up Portfolios : Over the coming decades, about a thousand billionaires will pass on an estimated $5.2 trillion and the inheritors have their own plans for those assets. DFA’s push into ETFs has been more successful than even they expected.

Assets 231

Assets Retail Management Retirement 231

WiserAdvisor

MARCH 13, 2024

Achieving financial freedom in retirement requires meticulous planning, dedicated effort, and strategic management. Without a solid plan, you risk drifting without direction. Within this framework, the concept of the five pillars of retirement planning emerges as a valuable strategy. It also minimizes errors and oversights.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

Darrow Wealth Management

MARCH 13, 2025

A diversified portfolio is the cornerstone of a risk-adjusted investment strategy. The situational nature of planning to diversify one large position cannot be over-emphasized, so it’s important to work with a financial advisor who has experience in this area. On a weighted average, your portfolio would be 42% technology.

Management 66

Management Taxes Estate Planning Asset Allocation 66

Trade Brains

MARCH 20, 2024

Cr which will open on 26th March 2024. The issue will close on 28th March and be listed on the exchange on 3rd April 2024. This article will analyze the GMP, Financials, strengths and weaknesses of the SRM Contractors IPO Review 2024. premium in the grey market on 19th March 2024. Keep reading to find out! Investment Rs.

Government 105

Government Transportation Planning Investing 105

Abnormal Returns

MAY 16, 2024

Markets Three assets that don't diversify your portfolio as well as you think. morningstar.com) Risk-on assets have failed to outperform in 2024. mrzepczynski.blogspot.com) Exchanges CME Group ($CME) is planning to launch bitcoin trading. allstarcharts.com) How market consensus forms.

Financial Advising 147

Financial Advising Media Assets Economy 147

Trade Brains

JANUARY 17, 2024

we shall also see their financials, future plans and more Cipla Vs Sun Pharmaceutical Cipla Company Overview Cipla was established in 1935 by Khwaja Abdul Hamied in Mumbai. Sun Pharma’s portfolio includes innovative specialty medicines, branded generics, pure generics, and APIs. crore and Rs.

Pharmaceutical 111

Pharmaceutical Planning Medicine Manufacturing 111

Random Roger's Retirement Planning

SEPTEMBER 24, 2024

He didn't use what I think is a great example choosing all out sitting in cash or all in in a portfolio of 30% equities, 55% bonds and 15% commodities. I've acted on this just a couple of times, it doesn't happen often, with just an incremental change to the portfolio. The starting point was the futility of trying to time the market.

Portfolio 52

Portfolio Planning Assets Clients 52