Truemind Capital

JANUARY 22, 2024

generated no returns over the next 10 years It’s not easy for common people to determine the fair value of any business/industry and therefore they are bound to be disappointed with investment outcomes when the market cycle reverses. Some emotions are priceless but there is no place for emotions in successful investing.

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Investing Investments Asset Allocation Fee Only 52

Truemind Capital

JANUARY 24, 2024

The only case for investing in an HF is in balanced advantage funds (which have wider ranges for equity allocation across market cycles) when you are too busy and do not have a reliable fee-only investment advisor to help you with asset allocation and are content with mediocre returns.

Asset Allocation 52

Asset Allocation Fee Only Assets Taxes 52

Sara Grillo

MARCH 22, 2024

Oregon Andrew Gray www.graywealthstrategies.com Flat Fee only (ongoing and one time plan) specializing in retirees and those approaching retirement. Corey Beal Home Pennsylvania Bill Hines www.emancipare.com We are advice-only, flat-fee, fee-only, transparent, holistic, inexpensive, and most importantly, altruistic and honest!

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52

International College of Financial Planning

AUGUST 31, 2023

How Investment Advisors Play an Important Role? Navigating the complexities of the investment world can be challenging. Many people often wonder how best to position their investments to meet long-term financial goals. These professionals offer investment advice based on comprehensive research and deep industry knowledge.

Portfolio 52

Portfolio Certified Financial Planner Investing Investments 52

International College of Financial Planning

AUGUST 2, 2021

There are two types of Financial Advisors in India – Fee-Only Advisors and Commission Only Advisors. As an independent advisor here are certain certifications you need to be aware of – . Commission Only Advisors need to gain certification and take the Insurance IRDA Examinations IRDAI IC 38.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Sara Grillo

JANUARY 9, 2023

What are the changes in Colorado investment advisor regulations regarding financial planning? Specific examples: Educating financial advisors of all business models (AUM, fee only, commission, etc.) Also, nothing in this podcast or blog can be interpreted as legal or compliance advice.

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Walkner Condon Financial Advisors

MARCH 15, 2023

Bespoke Portfolios Not only can a portfolio be used to replicate a standard index, it also can be designed specifically for an investor and/or investment advisor to tilt the asset allocation to better match their needs. Contact us today if you have a desire to look deeper at your portfolio and see if it can help you.

Financial Advisor 52

Financial Advisor Taxes Asset Allocation Portfolio 52

Inside Information

JULY 31, 2022

Yes, there are regulatory requirements to register as an investment advisor. A lot of us are still angry at the decision to take down compensation data on advisors who were listed on the organization’s website, rather than confront the fact that thousands of brokers and asset-gatherers had slyly listed themselves as ‘fee-only.’

Financial Planner 45

Financial Planner Financial Planning Ethics CFP 45

Sara Grillo

NOVEMBER 14, 2022

He is a flat fee advisor; not a licensed insurance agent. For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”

Insurance 59

Insurance Retirement Financial Advisor License 59

Inside Information

SEPTEMBER 28, 2021

It says that the fiduciary duty covering investment advisors would apply to the entire advisor-client engagement, and arise as a matter of law whenever an investor gives an RIA his/her trust and confidence. Does any of this sound familiar about today’s marketplace?). The point here is what’s in the middle.

Financial Planner 40

Financial Planner Financial Planning Commission Sales 40

Inside Information

OCTOBER 30, 2021

“If we could actually focus on plain language,” he says, “and say: this is what the business and the practices of broker-dealers are, and this is what the business and practices of investment advisors are , then I believe investors would understand it perfectly well.

CFP 40

CFP Commission Investing Investments 40

Sara Grillo

SEPTEMBER 26, 2022

For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” . Salaske: What is an investment advisor?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Inside Information

AUGUST 29, 2021

When brokerage firms argued that they functioned just like fee-only advisors, Roper suggested that their reps be required to register with the SEC and be regulated similarly. . Could the SEC require the brokerage firms to revise their incentive structures to be more in alignment with fee-only planners?

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Fee Only Financial Services Advertising Investment Advisor 40