Wealth Management

AUGUST 19, 2022

Merchant Investment Management's stake will fund Mulholland Growth's acquisition plans of smaller RIAs, and help educate advisors on Redwood's "disruptive" asset management strategies.

Investing 246

Investing Investments Education Assets 246

Wealth Management

AUGUST 19, 2022

Merchant Investment Management's stake will fund Mulholland Growth's acquisition plans of smaller RIAs, and help educate advisors on Redwood's "disruptive" asset management strategies.

Investing 246

Investing Investments Education Assets 246

Wealth Management

AUGUST 31, 2023

Greater education around alternatives and the need for diversified assets have boosted use — and there is still room to grow.

Portfolio 289

Portfolio Education Clients Investing 289

Nerd's Eye View

JUNE 26, 2024

Traditionally, the challenge in using a 529 plan to save for higher education expenses has been figuring out how much to save to cover the beneficiary's college costs without overshooting and saving more in the 529 plan than is actually needed. The Secure 2.0 Read More.

Education 189

Education Retirement Taxes Distribution 189

Abnormal Returns

FEBRUARY 7, 2025

freakonomics.com) Business Josh and Michael talk real estate, investing and sports with David J. joincolossus.com) Miguel Armaza talks with Howard Lindzon about how public investing experience helps when investing in venture-stage companies. Adelman, CEO of Campus Apartments. t: A Love Story."

License 147

License Education Retail Media 147

International College of Financial Planning

NOVEMBER 18, 2024

My education had been in engineering, and I spent over two decades working in technical IT roles. I decided to take a closer look at my own investments and realized something shocking: I had been managing my money carelessly. My investments were managed through my bank, but there was very little guidance or adjustment over the years.

Education 52

Education Financial Planning Consulting Management 52

Nerd's Eye View

DECEMBER 28, 2023

Throughout history, there has been an age-old question of the difference between an investment and an expense. What if there was a way to shift our financial mindset about expenses from one of endless sunk costs to one of intentional investment? But what if there was an alternative path? activities.

Investing 244

Investing Investments Communication Education 244

Wealth Management

DECEMBER 21, 2023

Education about gold investments is key to ensuring clients have a well-balanced portfolio that can withstand economic fluctuations.

Portfolio 284

Portfolio Clients Education Economics 284

Abnormal Returns

MARCH 5, 2025

nytimes.com) Investing Tony Isola, "The market is always brimming with uncertainty." tonyisola.com) If you don't understand it, don't invest. awealthofcommonsense.com) On the limits of personal finance literacy education. (podcasts.apple.com) Family Six big financial red flags for couples. wsj.com) What Form 1098-T is for.

Retirement 162

Retirement Financial Planning Education Taxes 162

Nerd's Eye View

JANUARY 10, 2025

Also in industry news this week: A survey indicates that nearly 71% of new financial advisors drop out in the first 5 years, with firms offering better training and mentorship opportunities (as well as entry-level positions that don't come with business development targets) seeing higher employee retention rates How broker-dealer self-regulatory organization (..)

Financial Planner 189

Financial Planner Clients Financial Advice Numbers 189

Abnormal Returns

FEBRUARY 22, 2025

nytimes.com) Education What does the Department of Education do? thecollegefinanciallady.com) Better air in schools is a good investment. (sportico.com) Entertainment When your local movie theater goes non-profit. nytimes.com) Universal is spending big on theme parks.

Medicine 162

Medicine Food Education Media 162

The Chicago Financial Planner

FEBRUARY 5, 2022

Is this a valid investment strategy? As far as your investments, I think you’ll agree that the outcome of the game should not dictate your strategy. Rather I suggest an investment strategy that incorporates some basic blocking and tackling: A financial plan should be the basis of your strategy. FINANCIAL WRITING.

Investing 184

Investing Investments Financial Planner Risk Tolerance 184

The Big Picture

OCTOBER 8, 2022

? ?. Michael Levy is CEO of Crow Holding , a 75-year old real estate investment and development firm. Previously, he worked in real estate finance and investment management at Morgan Stanley. The firm both developed and invests in commercial real estate. Michael Levy’s favorite books.

Financial Advisor 323

Financial Advisor Education Management Investing 323

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

The Big Picture

APRIL 8, 2023

 This week, we speak with Aswath Damodaran, who holds the Kerschner Family Chair in Finance Education at New York University’s Stern School of Business. His next book, “The Corporate Lifecycle: Business, Investment, and Management Implications,” will be published in December. He received his MBA and Ph.D.

Valuation 306

Valuation Insurance Numbers Portfolio Management 306

Abnormal Returns

APRIL 24, 2024

50fires.com) Matt Ziegler talks with Justin Castelli about the intersection of life and investing. youtube.com) Barry Ritholtz talks closet indexing with Andrew Slimmon who is Managing Director at Morgan Stanley Investment Management. awealthofcommonsense.com) Personal finance How to avoid investment rip-offs.

Insurance 263

Insurance Math Retirement Education 263

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. Be sure to check out our Masters in Business next week with Marta Norton, Chief Investment Officer of Morningstar Investment Management. in client funds.

Financial Advisor 305

Financial Advisor Education Retail Management 305

Nerd's Eye View

JULY 8, 2024

interest rates, and relatively little new tax legislation (yet). In the meantime, if you (or anyone else you know) wants to join our Team of Nerds, stay tuned for more openings in 2024, including the Managing Editor role (available now!)

Ethics 239

Ethics Education Financial Advice Taxes 239

Abnormal Returns

MAY 26, 2024

awealthofcommonsense.com) Why you should pay attention to your emotions when investing. nytimes.com) A better educated police force is a good thing. (allstarcharts.com) Every big market trend eventually hits an 'air pocket.' downtownjoshbrown.com) Strategy The economy is not the stock market, and vice versa.

Financial Advising 267

Financial Advising Economy Education Media 267

The Big Picture

MARCH 18, 2023

The Atlantic ) • Tech’s very bad year, in numbers : Reduced investment and large-scale layoffs have created dark times for tech globally. 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.

Banking 304

Banking Education Economics Management 304

The Big Picture

JANUARY 10, 2025

This week, we speak with Brian Hurst , the Founder and Chief Investment Officer of ClearAlpha. He was also the Director of Financial Education at Citigroup. Prior to founding ClearAlpha, Brian spent 21 years at AQR Capital Management as a portfolio manager, researcher, head of trading, and the firm’s first non-founding Partner.

Portfolio Management 147

Portfolio Management Risk Management Education Portfolio 147

Abnormal Returns

OCTOBER 12, 2022

radreads.co) Investing Under what circumstances should you tweak an off-the-shelf portfolio? humbledollar.com) Personal finance Personal finance education is increasingly going from anecdote to data. (bankeronfire.com) Companies are not looking out for your financial needs. tonyisola.com) Ambition comes with a price.

Education 246

Education Portfolio Investing Investments 246

MainStreet Financial Planning

NOVEMBER 8, 2024

Harvest Tax Losses If you have investments that have declined in value, consider selling them to offset capital gains from other investments—a strategy known as tax-loss harvesting. Contribute to a 529 College Savings Plan Contributions to a 529 plan grow tax-free, and withdrawals for qualified education expenses are also tax-free.

Taxes 98

Taxes Medical Consulting Education 98

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 245

Ethics Financial Advice CFP Financial Advisor 245

Investing Caffeine

MARCH 25, 2025

Founding a biotechnology company with nothing more than a high school-level biology education all in a desperate attempt to save the life of your seven-year-old daughter from a rare heart disease that claims lives within three to five years. Source: United Therapeutics Investment Opportunity of a Lifetime? The next step?

Investing 59

Investing Investments Fiduciary Duty Healthcare 59

Validea

MARCH 11, 2025

In this episode, Jack and Matt dive deep into the state of value investing with special guest Tobias Carlisle, founder of the Acquirers Funds and author of multiple books on value investing. They explore why value investing has struggled in recent years, examine value spreads, and discuss whether this time is truly different.

Investing 59

Investing Investments Valuation Assets 59

MainStreet Financial Planning

JULY 11, 2024

In this article, we will explore three popular savings and investment options: 529 Plans, Roth IRAs, and Real Estate. 529 Plans 529 Plans are specialized savings accounts designed to help families save for future education costs. State tax benefits: Many states offer tax deductions or credits for contributions to a 529 Plan.

Planning 97

Planning Risk Tolerance Education Investing 97

Wealth Management

JULY 20, 2023

One of the most influential people in the financial planning and investment management profession discusses what fueled his firm’s growth, the importance of financial education, the value of embracing technology and more.

Wealth Management 189

Wealth Management Management Financial Planning Education 189

MainStreet Financial Planning

AUGUST 6, 2024

Establishing Habits: Saving and Investing Introduce saving habits early. As we made a few dollars, I am looking to invest in something that has more visibility, like this stand. Teaching children about money from a young age is an invaluable investment in their future.

Education 98

Education Banking Management Budgeting 98

Carson Wealth

JANUARY 22, 2025

Volatility in the market is the extent to which the price of stocks or other investments fluctuate in the short term. How Volatility Affects Investment Returns Volatility can send the value of your portfolio on an uncomfortable roller coaster ride. What Is Market Volatility? At the onset of the COVID pandemic, the VIX hit 83 points.

Investing 52

Investing Investments Marketing Marketing 52

Nerd's Eye View

MARCH 26, 2025

As a starting point, it's helpful to reinforce that investing success isn't about timing the market or picking winning stocks, sectors, or asset classes. Finally, advisors can emphasize that while market corrections never feel good, they are a natural part of the investing cycle – just like market recoveries.

Clients 219

Clients Marketing Marketing Economics 219

Abnormal Returns

SEPTEMBER 18, 2023

standarddeviationspod.com) Michael Kitces talks with Jason Wenk, CEO of Altruist, about how he is trying to build an all-in-one investment OS. financial-planning.com) A profile of Dan Otter, founder of education and advocacy site 403bwise. kitces.com) The structured note business is growing rapidly. alphaarchitect.com)

Planning 264

Planning Financial Advice Wealth Management Math 264

Abnormal Returns

JANUARY 17, 2024

morningstar.com) How your career should affect how you invest. wggtb.substack.com) Your financial education never really ends. (maddieburton.substack.com) Tony Isola, "Adopting conscious spending habits fosters a healthier relationship with money." ofdollarsanddata.com) More black Americans are participating in the stock market.

Retirement 257

Retirement Retirement Planning Insurance Education 257

A Wealth of Common Sense

SEPTEMBER 29, 2023

A master-of-the-universe mentality is pervasive in finance because it’s a group of highly educated, competitive people. There are three things people in the finance world hate to admit: I don’t know. I was wrong. I didn’t expect that to happen. The problem is finance people (all people, really) are ve.

Investing 132

Investing Investments Education Marketing 132

Nerd's Eye View

MARCH 18, 2025

Ali is the Founder of the Wealth Integration System for Entrepreneurs, an education and coaching company based in Houston, Texas, that works with entrepreneurs facing a liquidity event and trying to figure out what's next… and financial advisors who serve them. Welcome to the 429th episode of the Financial Advisor Success Podcast !

Financial Advisor 130

Financial Advisor Clients Financial Planning Taxes 130

Nerd's Eye View

JANUARY 13, 2025

and we're aiming to offer CE for Accredited Investment Fiduciary (AIF) designees by the second half of the year! We're also further expanding our more 'deep-dive' educational programs.

Financial Advice 148

Financial Advice Ethics Financial Planning Education 148

Calculated Risk

MARCH 7, 2023

Institutional planning was driven higher by growth in education and healthcare projects, notably the continued investment in research laboratories. Commercial planning in February was bolstered by almost 20% growth in office planning activity, as data centers continued to steadily enter the planning queue.

Healthcare 276

Healthcare Economics Planning Education 276