Wealth Management

NOVEMBER 19, 2024

These are among the investment must reads we found this week for wealth advisors. Several of the largest equity index fund managers have extended proxy voting to mutual fund and ETF shareholders, reports Pensions & Investments. Goldman Sachs disclosed $710 million in Bitcoin ETF holdings in its latest 13F filing.

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Wealth Management

NOVEMBER 12, 2024

These are among the investment must reads we found this week for wealth advisors. Looser credit conditions could flip the script and make private equity returns more competitive with private credit.

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Wealth Management

SEPTEMBER 3, 2024

YCharts profiled 10 active ETFs that have been particularly popular with RIAs so far in 2024. These are among the investment must reads we found this week for wealth advisors. ETF.com has published a guide to leveraged ETFs.

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Wealth Management

SEPTEMBER 24, 2024

These are among the investment must reads we found this week for wealth advisors. BlackRock’s Larry Fink sees a massive opportunity in using private indexes to build ETFs and other funds, but it’s still unclear how, reports Reuters.

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Wealth Management

JUNE 4, 2024

Wirehouses advisors are urging defensive equities strategies in the runup to the 2024 election, reports FundFire. These are among the investment must reads we found this week for wealth advisors. Morningstar explored how investors should consider allocating to private equity.

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Wealth Management

SEPTEMBER 17, 2024

These are among the investment must reads we found this week for wealth advisors. Morgan Chase Chairman Jamie Dimon called out institutions investors for their role in the rising popularity of private markets, reports FundFire. A Fed interest-rate cut could be a boon for small-cap stocks, according to MarketWatch.

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Wealth Management

JANUARY 21, 2025

The acquisitions of California-based PearTree Advisory Group and Indianapolis-based Premier Wealth Advisors bring BridgePort's AUA to just over $2 billion.

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Wealth Management

DECEMBER 17, 2024

These are among the investment must reads we found this week for wealth advisors. Wirehouses are exploring how to combine direct indexing, manager-traded separate accounts and alternative investments into unified managed account platforms, reports FundFire.

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Wealth Management

JULY 9, 2024

ETFs in the first half of 2024, the highest six-month total since the second half of 2021, according to Morningstar. These are among the investment must reads we found this week for wealth advisors. Investors put $413 billion into U.S.

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Wealth Management

JANUARY 30, 2024

The secular shift from mutual funds to ETFs, including through conversions, shows no signs of letting up in 2024, according to FINSUM. Asset managers that historically catered to institutions continue to roll out new products aimed at advisors, reports FundFire.

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Abnormal Returns

NOVEMBER 18, 2024

Podcasts Daniel Crosby talks with Christina Lynn about Motivational Interviewing in order to enhance the work of wealth advisors. kitces.com) Tax planning and wealth management go hand-in-hand. wealthmanagement.com) The biz The 2024 Fidelity RIA Benchmarking Study is out.

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Nerd's Eye View

FEBRUARY 18, 2025

Welcome to the 425th episode of the Financial Advisor Success Podcast ! Sebastian is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami, Florida, with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households. Welcome everyone!

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Carson Wealth

APRIL 17, 2024

Carson Wealth announced that four of the firm’s wealth advisors were named to the Forbes 2024 Best-in-State Wealth Advisors list. The Forbes 2024 Best-In-State Wealth Advisors ranking consists of 8,507 seasoned wealth advisors who collectively oversee more than $13.5

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Carson Wealth

JANUARY 22, 2025

As we wrap up 2024, were filled with gratitude for our clients, colleagues, and community who make our work so rewarding. It was a heartwarming day, and even our Associate Wealth Advisor, Zach Vande Weerd, managed to get a photo with his wife, Hannah, and their adorable dog, Chief.

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Tobias Financial

MAY 9, 2024

We’re thrilled to announce that our Wealth Advisor, Yesenia Realejo, CFP®, has been honored with the 2024 Mother of the Year award by the Healthy Mothers Healthy Babies Coalition of Broward County.

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Tobias Financial

MAY 3, 2024

We are thrilled to announce that our Wealth Advisor, Franklin Gay, CFP®, EA, has been honored with the 2024 New Professional Award by the National Association of Personal Financial Advisors (NAPFA)! This award recognizes the achievements and contributions to the profession of young practitioner members of the Association.

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Darrow Wealth Management

MARCH 13, 2025

So if you have a large portion of your wealth tied to a single stock, here are six options to manage it. Over the most recent five year period ending in 2024, here’s the annualized returns and volatility of the 505 companies in the S&P 500 versus the index itself. Of the underperformers, 39% actually lost money.

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Tobias Financial

MARCH 4, 2024

We are excited to share that our Wealth Advisor, Catalina Franco-Cicero MS, CFP®, CTS , will serve as a presenter for the FPA Latino Knowledge Circle on March 5 th at 3:00 PM. In this session, Catalina will provide financial planning tips tailored to meet the Latino community’s unique needs and cultural nuances.

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Carson Wealth

DECEMBER 8, 2023

Attorneys are telling us that 2024 is the time to review and change your estate plan as the lines may be out the door in 2025 for taxpayers wanting to make last minute changes to take advantage of the higher exemption amount. Mark Petersen is not affiliated with Cetera Advisor Networks, LLC.

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Zoe Financial

DECEMBER 28, 2024

New Year, New Wealth: A Guide to Financial Resolutions for 2025 Updated December 30th, 2024 Reading Time: 7 minutes Written by: The Zoe Team As the New Year approaches, many of us set personal goals to make the coming year better than the last. An advisor can help you stay accountable and adapt to lifes changes.

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Darrow Wealth Management

NOVEMBER 4, 2024

Darrow Wealth Management is proud to be an independent money manager A fiduciary financial advisor Fee-only wealth manager Independent SEC-registered investment advisor CERTIFIED FINANCIAL PLANNER professionals and Chartered Financial Analyst Schedule a consultation with a wealth advisor today.

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Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 65

Darrow Wealth Management

OCTOBER 28, 2024

Our Private Wealth Management Program aims to help business owners manage their personal finances while running a company and eventually successfully transition to retirement. If you’ve recently sold a business, speak with a Darrow Wealth Advisor today.

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Tobias Financial

NOVEMBER 20, 2024

We are excited to share that our Wealth Advisor, Franklin Gay, CFP®, EA , has been recently featured in a National Association of Personal Financial Advisors (NAPFA) Advisor article. In addition to his professional achievements, Franklin emphasizes the importance of continuous learning and personal growth.

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Tobias Financial

JULY 5, 2024

In a recent CNBC article, our Wealth Advisor, Catalina Franco-Cicero, MS, CFP®, CTS , was quoted on the topic of tax strategies during periods of unemployment. However, a period of lower income in 2024 could present valuable tax planning opportunities.

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Tobias Financial

OCTOBER 13, 2024

We are excited to announce that our Wealth Advisor, Franklin Gay , CFP®, EA, will be a keynote speaker at the 19th Annual Financial Planning Association (FPA) Miami Symposium! Franklin will share his knowledge during the “Practical Applications Working with Allied Professionals” panel.

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Carson Wealth

APRIL 16, 2024

The strong start to 2024 set the stage for an exciting year. We welcomed new Associate Wealth Advisor Zach Vande Weerd to our team. With a dad like Managing Partner & Wealth Advisor Sam , were any of us surprised that Zach would wind up in the financial services industry? Our team is growing.

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Carson Wealth

JULY 29, 2024

He’s been recognized for his academic excellence with several scholarships and honors, including the Royal Merits Scholarship and a spot on the Dean’s List at Bethel University for the 2024 academic year. We are so happy to have Cole be a part of our team this summer!

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Tobias Financial

MARCH 4, 2024

We are excited to share that our Wealth Advisor, Catalina Franco-Cicero MS, CFP®, CTS , will serve as a presenter for the FPA Latino Knowledge Circle on March 5 th at 3:00 PM. In this session, Catalina will provide financial planning tips tailored to meet the Latino community’s unique needs and cultural nuances.

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Wealth Advisor CFP Financial Planning Planning 40

Darrow Wealth Management

OCTOBER 21, 2024

Since there are many different types of potential outcomes and considerations for professionals when a company is sold, it’s important to review your specific situation with a financial advisor. Darrow Wealth Management offers Private Wealth and Asset Management to individuals and families.

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Taxes Wealth Management Planning Media 115

Zoe Financial

JULY 17, 2023

Economic Data: Expectations for the Fed to cut interest rates in March of 2024, rather than in May of 2024. Main reason for market enthusiasm has to do with the inflation numbers for June. 25% rally over the last 9 months for stocks, mainly driven by valuation expansion. For earnings, companies are reporting above expectations.

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Marketing Marketing Financial Advisor Wealth Advisor 52

Carson Wealth

FEBRUARY 1, 2024

These will be the first Carson Wealth locations in both states, showcasing the firm’s commitment to extending its reach and impact. Tim Fisher, Managing Director and Wealth Advisor of Fisher Financial Advisors, expressed his enthusiasm about the partnership stating, “Carson will be instrumental in elevating our client experience.

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Darrow Wealth Management

JULY 30, 2024

The decision to make an 83(b) election is just one piece of a complex puzzle that should be considered and discussed with your personal financial and tax advisors. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes.

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Harness Wealth

OCTOBER 16, 2024

Klingman & Associates is a wealth management firm based in New York, most recently being named among America’s Top Wealth Advisors by Forbes for 2024. Q: How can tax advisors align with the work of wealth advisors? Q: How do you work with tax advisors throughout a client’s relationship?

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Darrow Wealth Management

OCTOBER 29, 2024

For help managing your investments and the rest of your personal financial life, please contact a Darrow Wealth advisor to schedule a consultation. Last reviewed October 2024] The post How Often Should You Rebalance Your 401(k)? appeared first on Darrow Wealth Management.

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Wealth Management

DECEMBER 3, 2024

These are among the investment must reads we found this week for wealth advisors. Several ETF sponsors have filed to roll out new crypto ETFs that provide some buffer protections to lower the overall risk profile, reports Financial Times.

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Zoe Financial

NOVEMBER 13, 2023

The third one is Envestnet, which announced a second delay of its custody platform to mid-2024. Now, they’re delaying it to mid-2024. But it’s Salesforce. It was initially supposed to come out this quarter, but then they delayed it to the first quarter of next year. What’s the takeaway here?

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Wealth Management Management Financial Advisor Taxes 40

Harness Wealth

MARCH 24, 2023

billion to facilitate a tender offer for its early employees with double-trigger RSUs expiring in 2024. However, the 83(b) election carries risks and should be carefully considered with the help of a financial advisor. Sign up today to get started, and get matched with your Harness Wealth advisor today.

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