Nerd's Eye View
APRIL 16, 2025
Finally, volatile markets offer a powerful opportunity for advisors to reinforce the value of financial advice. Market pullbacks may create openings for tax-loss harvesting, 'discounted' Roth conversions, and portfolio rebalancing – allowing clients to focus on what they can still control, even when headlines feel overwhelming.
The Big Picture
MARCH 18, 2025
This is as true for professionals as it is for amateurs; it’s also true in music, film, sports, television, and economic and market forecasting. Media Madness : Do we really need 24/7 financial advice for our investments we wont draw on for decades? when the best course for our long-term financial health is to do nothing?
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A Wealth of Common Sense
OCTOBER 14, 2022
The point of the paper was to show how typical personal finance advice differs from academic economic models. If you’re a personal finance nerd like me you should be familiar with the authors — Dave Ramsey, Suze Orman, Robert Kiyosaki, Ramit Sethi, David Bach and the like. For example,
Abnormal Returns
SEPTEMBER 30, 2024
sherwood.news) China's stock market is on board with economic stimulus. axios.com) Earlier on Abnormal Returns Adviser links: AI-assisted financial advice. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets The China stock market rally is very broad. ETF investor attention.
Nerd's Eye View
JANUARY 20, 2023
While it remains to be seen whether the measures will actually be enacted, proposed measures include raising income and capital gains tax rates, instituting wealth taxes, and reducing the state estate tax exemption, potentially creating future planning opportunities for advisors with clients in those states.
The Big Picture
SEPTEMBER 21, 2022
Don’t Take Financial Advice From Kanye West : Nothing fails quite like success. You could argue the more successful you become, the more advice you should seek from others. If nothing else, it’s good to hear from a wide range of sources to ensure you don’t get too full of yourself. ( Of Dollars And Data ). • Bloomberg ). •
Nerd's Eye View
SEPTEMBER 12, 2023
In this episode, we talk in-depth about why Jason built Altruist as a solution to help RIAs based on his own experience as an engineer, RIA owner, and TAMP owner, to leverage the economics being an RIA custodian in order to offer advisors their core investment systems at a lower cost, how Jason leveraged many of the programs' infrastructures and processes (..)
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