Wealth Management

JUNE 11, 2024

Explaining the fallacy of a free dividend can overcome both investor ignorance and their biases.

Education 129

Education Economics 129

Nerd's Eye View

NOVEMBER 27, 2024

In this guest post, Kathleen Rehl, a "reFired" financial planner and educator in philanthropic planning, shares insights, thought-provoking questions, and sample scenarios to help advisors begin and navigate charitable giving conversations, reducing any risk of awkwardness or overstepping.

Clients 240

Clients Education Financial Planner Planning 240

Nerd's Eye View

JULY 8, 2024

After several turbulent years in both markets and workforces, 2024 appears to be the 'most normal' year of late, with strong market performance, cooling (or at least no longer rising!?) interest rates, and relatively little new tax legislation (yet).

Ethics 237

Ethics Education Financial Advice Taxes 237

Nerd's Eye View

SEPTEMBER 27, 2023

However, the number of Federal student loan borrowers over the age of 50 has increased significantly in the past 20 years, with many of these borrowers holding Parent PLUS loans that were used to help fund their children's undergraduate education. Read More.

Education 246

Education Financial Advisor Planning Clients 246

Nerd's Eye View

OCTOBER 3, 2023

Brett is the Founder of Brett Danko Educational Center, a CFP Board Education and Exam Prep provider, and the CEO and Managing Partner for Main Street Financial Solutions, an independent RIA based in Newtown, Pennsylvania, that oversees almost $2 billion in assets under management for nearly 1,700 client households.

Certified Financial Planner 246

Certified Financial Planner CFP Education Financial Advisor 246

Abnormal Returns

MAY 13, 2024

awealthofcommonsense.com) How do trends in educational attainment affect the unemployment rate? (acadian-asset.com) It's not clear that grouping stocks by gender statistics ever made sense. ft.com) Demographics The Baby Boomer generation is different, that is until Millennials get older.

Financial Advising 289

Financial Advising Education Manufacturing Media 289

Nerd's Eye View

APRIL 24, 2023

While less capable clients will likely show little interest in financial planning concepts and can be encouraged to engage in the process through educational content that helps them better understand the potential outcomes of their plans, a more highly capable client might question or even challenge the advisor’s recommendations.

Financial Planning 246

Financial Planning Clients Planning Education 246

Nerd's Eye View

DECEMBER 12, 2022

Here at Kitces.com, we have sought to provide advisors with the insights and education they need to help their clients (and their firms) navigate these uncertain conditions, from blog posts and podcasts on these trending topics to the continued expansion of our Kitces Courses and our popular monthly Office Hours and webinars.

Education 246

Education CFP Certification License 246

Abnormal Returns

MARCH 30, 2024

(sportico.com) Education Why school teacher jobs are now less appealing. wsj.com) Is AI going to kill second language education? wsj.com) 10 tips for choosing the right daycare for you and your child. xyplanningnetwork.com) The flaws in school quality measurements. sciencedaily.com) College Why off-campus housing is getting expensive.

Pharmaceutical 290

Pharmaceutical Education Financial Advising Advertising 290

Abnormal Returns

OCTOBER 9, 2023

wiredplanning.com) Michael Kitces talks with Brett Danko who is the Founder of Brett Danko Educational Center, and the CEO and Managing Partner for Main Street Financial Solutions. (standarddeviationspod.com) Brendan Frazier talks about why advisers should shift from "advice giver" to "thinking partner."

CFP 300

CFP Education Financial Planning Planning 300

Abnormal Returns

FEBRUARY 15, 2024

wsj.com) An excerpt from "On Thinking for Yourself: Instinct, Education, Dissension" by Caitlin Flanagan. Books An excerpt from "Private Equity: A Memoir" by Carrie Sun. theatlantic.com) An excerpt from "Get Married: Why Americans Must Defy the Elites, Forge Strong Families, and Save Civilization" by Brad Wilcox.

Education 290

Education Media 290

Abnormal Returns

AUGUST 14, 2024

50fires.com) Steve Chen talks financial education with Tim Ranzetta, founder of Next Generation Personal Finance. Podcasts Barry Ritholtz talks with Meir Statman, author of “A Wealth of Well-Being: A Holistic Approach to Behavioral Finance.” ritholtz.com) Carl Richards talks money mindfulness with Sharon Salzberg.

Tax Planning 282

Tax Planning Retirement Financial Advisor Education 282

Nerd's Eye View

OCTOBER 4, 2022

Ramit is the author of the New York Times’s bestselling book, I Will Teach You To Be Rich , and the owner of the online platform of the same name that offers financial education content and programs to consumers so they can get refocused on their personal finances and the things they love. Read More.

Clients 246

Clients Financial Advisor Education Retirement 246

Abnormal Returns

MAY 26, 2024

nytimes.com) A better educated police force is a good thing. (caia.org) Policy How the Retirement Savings for Americans Act (RSAA) would help lower income workers. pionline.com) How Baltimore became the overdose capital of America. slowboring.com) We need more clarity and research on marijuana use.

Financial Advising 268

Financial Advising Economy Education Media 268

MainStreet Financial Planning

AUGUST 6, 2024

The post Early Financial Education: Teaching Kids Money Skills from Ages 5-8 appeared first on MainStreet Financial Planning. With the right guidance and tools, like the strategies from Godfrey’s book, we can ensure our children grow up to be financially savvy adults!

Education 88

Education Banking Management Budgeting 88

Nerd's Eye View

JULY 17, 2023

In the early days when financial advisors were first and foremost salespeople for insurance and investments products, the reality is that "advisor training and education" wasn't really about finance or advice… it was mostly just about learning how the company's products worked and how to effectively sell them to consumers.

Ethics 244

Ethics Financial Advice CFP Financial Advisor 244

The Big Picture

JUNE 2, 2023

Wall Street Journal ) • BuzzFeed and the Education of Ben Smith : What kind of business models support good, high-quality journalism? For a license plate. Innumeracy is expensive! Bloomberg ) • Big Tech Isn’t Prepared for A.I.’s s Next Chapter: Open source is changing everything.

License 278

License Education Banking Planning 278

Nerd's Eye View

APRIL 18, 2023

We also talk about how Charesse discovered that for larger RIAs the real blocking point in scaling is often not whether the firm has developed systems and processes but a lack of clear accountability about which team member is responsible for each step of the process as the firm grows, why Charesse decided to create an educational resource and community (..)

Consulting 246

Consulting Financial Advisor Education Accounting 246

Abnormal Returns

OCTOBER 12, 2022

humbledollar.com) Personal finance Personal finance education is increasingly going from anecdote to data. (radreads.co) Investing Under what circumstances should you tweak an off-the-shelf portfolio? morningstar.com) Don't let a market downturn prevent you from doing things you love.

Education 246

Education Portfolio Investments Investing 246

The Big Picture

OCTOBER 8, 2022

He runs the business that provides investments, services, education, and research to more than 1,000 financial advisory firms representing more than $3 trillion in assets. Be sure to check out our Masters in Business next week with Tom Rampulla, managing director of Vanguard’s Financial Advisor Services division since 2002.

Financial Advisor 323

Financial Advisor Education Management Investments 323

Abnormal Returns

APRIL 24, 2024

ritholtz.com) Jim Dahle talks with Britt Williams Baker, who is the co-founder of Dow Janes, a company focused on financial education for women. (youtube.com) Barry Ritholtz talks closet indexing with Andrew Slimmon who is Managing Director at Morgan Stanley Investment Management.

Insurance 264

Insurance Math Retirement Education 264

The Big Picture

JUNE 3, 2023

 This week, we speak with entrepreneur Ramit Sethi, who is the founder and chief executive officer of the online education platform I Will Teach You to Be Rich (IWT ), which attracts more than 1 million readers a month.

Education 334

Education Assets Government Banking 334

Nerd's Eye View

JULY 25, 2022

All in pursuit of our mission – Making Financial Advicers Better, and More Successful – through our ongoing focus on Navigational resources, Educational insights, Research on advicers, and Development of advicer skills. can check out our Career Opportunities page for more!

Education 244

Education Financial Planning Estate Planning CFP 244

Abnormal Returns

JANUARY 17, 2024

wggtb.substack.com) Your financial education never really ends. (humbledollar.com) Five insights from "Tightwads and Spendthrifts: Navigating the Money Minefield in Real Relationships" by Scott Rick. nextbigideaclub.com) The FIRE movement has things backwards. dariusforoux.com)

Retirement 258

Retirement Retirement Planning Insurance Education 258

Abnormal Returns

OCTOBER 20, 2022

newyorker.com) The US political divide breaks along education attainment. (trungphan.substack.com) Society Like it or not, West Virginia's future is in being able to move beyond coal. on.ft.com) State-run lotteries were supposed to solve a problem. Now they are a problem. nymag.com) Sports What makes for a great general manager in sports?

Pharmaceutical 244

Pharmaceutical Food Education Management 244

Abnormal Returns

MAY 1, 2023

barrons.com) 529 plan funds could be used to pay for CFP educational courses. (investmentnews.com) Why it can be difficult to offload 'non-ideal' clients. riaintel.com) Austin, TX is a rapidly growing market for wealth management. investmentnews.com)

Wealth Management 246

Wealth Management CFP Education Clients 246

Nerd's Eye View

OCTOBER 17, 2022

Along with a few other notable conferences for those looking for a good overall educational experience (for those who don’t yet want to get their CE online!),

Financial Advisor 246

Financial Advisor Education Budgeting Management 246

The Big Picture

SEPTEMBER 4, 2023

But free education does have a price. Hardly anyone takes out loans, but free education comes with a price. ( Investors hoping to spot bargains in the latest slump can watch these trends. Wall Street Journal ) • Denmark pays students to go to college. Borrowers in the US and the UK rack up the highest debt in the world.

Strategic Planning 278

Strategic Planning Education Sales Food 278

The Big Picture

OCTOBER 7, 2023

He takes readers into the mind of Bankman-Fried, whose rise and fall offers an education in high-frequency trading, cryptocurrencies, philanthropy, bankruptcy, and the justice system.   This week, we speak with Michael Lewis, whose latest book is “ Going Infinite: The Rise and Fall of a New Tycoon , ” on FTX founder Sam Bankman-Fried.

Education 333

Education Management Planning Marketing 333

Abnormal Returns

SEPTEMBER 18, 2023

financial-planning.com) A profile of Dan Otter, founder of education and advocacy site 403bwise. (kitces.com) The structured note business is growing rapidly. riaintel.com) How to think about the math of entering a continuing care retirement community or CCRC. investmentnews.com) Part one of a series on how to pass the CFP exam.

Planning 265

Planning Financial Advice Wealth Management Math 265

The Big Picture

OCTOBER 15, 2022

The division provides investments, services, education and research to more than 1,000 financial advisory firms representing more than $3 trillion in assets. This week, we speak with Thomas Rampulla, managing director of Vanguard’s Financial Advisor Services.

Financial Advisor 305

Financial Advisor Education Retail Management 305

Nerd's Eye View

JANUARY 23, 2023

One way to provide such a message is to create educational content, in the form of a blog, podcast, or social media posts (or a combination of the three), on topics that are relevant to the financial lives of the types of clients the advisor is trying to reach.

Marketing 246

Marketing Marketing Financial Planner Education 246

Abnormal Returns

DECEMBER 22, 2022

Books An excerpt from "Wealth, Cost and Price in American Higher Education: A Brief History" by Bruce A. Kimball and Sarah M. insidehighered.com) A Q&A with Jess Grose author of "Screaming on the Inside: The Unsustainability of American Motherhood." annehelen.substack.com) Russia How Putin misjudged the war in Ukraine.

Education 246

Education Government Media 246

Abnormal Returns

DECEMBER 5, 2022

investmentnews.com) Momentum is growing for financial literacy education in high schools. (wealthmanagement.com) Factors to consider when looking at long term care insurance. kindnessfp.com) Despite all the recent noise, ESG investing is a long term proposition. investmentnews.com).

Financial Planner 246

Financial Planner Estate Planning Startup Communication 246

Abnormal Returns

JUNE 7, 2023

techdirt.com) Do we really want Google, Facebook, Twitter, Youtube to educate our children? (newsletter.abnormalreturns.com) Mixed media Casey Newton, "Twitter’s decaying policy and enforcement systems have proven to be enticing for other social platforms." platformer.news) Twitter has debunked what its CEO has says about the 'Twitter Files.'

Math 246

Math Financial Advising Media Economy 246

Abnormal Returns

AUGUST 17, 2023

readtrung.com) Business How to get a business education from the Berkshire Hathaway ($BRK.A) (vox.com) Retail How 'reverse logistics' became a big business. newyorker.com) The many ways Trader Joe's distinguishes itself from other retailers. rationalwalk.com) Plaid has come out on the other side of its failed acquisition even stronger.

Medicine 244

Medicine Electronics Retail Education 244

The Big Picture

MARCH 18, 2023

Chronicle of Higher Education ) • What Broken Windows Theory Can Teach Us : Now The discredited policing philosophy got one thing right: It isn’t crime that makes people feel unsafe. That’s Nothing New. Ever since Thoreau headed to Walden, our attention has been wandering. Slate ) • Not to Be: High Art.

Banking 304

Banking Education Economics Management 304