Abnormal Returns

APRIL 10, 2024

humansvsretirement.com) Estate planning Why you should update your estate plans periodically. obliviousinvestor.com) Estate planning should most importantly include talking about it. washingtonpost.com) Personal finance It's simple to put together low cost, highly diversified portfolios.

Estate Planning 262

Estate Planning Retirement Planning Retirement Taxes 262

Abnormal Returns

OCTOBER 23, 2024

rationalwalk.com) How to fix 401(k) plans for the modern workforce. wsj.com) Estate planning Some Boomers are clinging to their wealth too tightly. awealthofcommonsense.com) Every adult needs an estate plan. hs-sites.com) Planning How to plan when serious illness strikes. signaturefd-3437664.hs-sites.com)

Estate Planning 278

Estate Planning Math Retirement Financial Planning 278

A Wealth of Common Sense

JANUARY 23, 2025

We also covered questions about offering financial advice to family members, how to lower your auto insurance rates, how many years worth of fixed income you need in your portfolio and how to begin the estate planning process.

Estate Planning 119

Estate Planning Financial Advice Insurance Portfolio 119

Your Richest Life

AUGUST 11, 2023

Your estate plan is the comprehensive guide to your wealth and property when you pass away or become incapacitated physically or mentally. it’s important that you update your estate plan to reflect those changes. As a physician, there are a few other areas to pay attention to when you’re working on your estate plan.

Estate Planning 96

Estate Planning Planning Accounting Distribution 96

Abnormal Returns

SEPTEMBER 9, 2024

citywire.com) Advisers Why adding alternatives may not do much for portfolios. fa-mag.com) How to use the new digital estate planning platforms. kitces.com) How planning changes for the child-free. (citywire.com) A lot can change when you sell your practice. thinkadvisor.com) What kind of advisers are referrable?

Financial Planner 276

Financial Planner Estate Planning CFP Financial Advice 276

Abnormal Returns

JULY 5, 2023

open.spotify.com) Estate planning How to create a digital estate plan in three steps. demystifyingmarkets.com) An investment in your health outweighs any tinkering with your portfolio. (financiallywelloff.com) Peter Mallouk and Jonathan Clements on the key ingredients of a good retirement.

Estate Planning 246

Estate Planning Retirement Planning Numbers 246

Abnormal Returns

JULY 12, 2023

stocks are enough for your portfolio. physicianonfire.com) Estate planning A look at some advanced estate planning techniques. (etftrends.com) Peter Lazaroff on whether U.S. peterlazaroff.com) Retirement How to build in a victory lap before retirement. marketwatch.com) How to have a purpose as a retiree.

Risk Tolerance 246

Risk Tolerance Estate Planning Retirement Planning 246

Dear Mr. Market

DECEMBER 31, 2024

Review Investment Allocations Markets evolve, and so should your portfolio. Update Estate Plans If you have kids, own a business, or just want to make life easier for loved ones, make sure your will, trusts, and beneficiary designations are up to date. A little planning now avoids big headaches later. Absolutely.

Budgeting 96

Budgeting Financial Planning Estate Planning Planning 96

Nerd's Eye View

NOVEMBER 21, 2022

A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client.

Financial Planning 244

Financial Planning Planning Estate Planning Clients 244

Abnormal Returns

JULY 31, 2023

(riaintel.com) Creative Planning has inked a custody deal with Goldman Sachs ($GS). investmentnews.com) Portfolio management How to evaluate a client's investment portfolio. investmentnews.com) How family estrangement affects estate planning. riabiz.com) Savvy Wealth is pushing hard on the AI front.

Financial Planner 245

Financial Planner Estate Planning Portfolio Management Retirement 245

Nerd's Eye View

NOVEMBER 29, 2022

What's unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Estate Planning 246

Estate Planning Financial Advisor Financial Services Clients 246

Abnormal Returns

MARCH 20, 2023

riabiz.com) Advisers Santiago Burridge, "You can’t have a relationship with a portfolio or an algorithm." advisorperspectives.com) A shocking number of people don't have a will or estate plan. marknewfield.substack.com) Advisers need to be able to help clients with cash management. thinkadvisor.com)

Estate Planning 245

Estate Planning Retirement Communication Financial Planning 245

Abnormal Returns

MAY 8, 2023

sciencedaily.com) How tax-adjusting a portfolio works in practice. kitces.com) How personality traits affect estate planning decisions. (kitces.com) Advisers Some evidence that couple should maintain joint checking accounts. advisorperspectives.com) Advisers need to recognize that clients have different conversational styles.

Wealth Management 246

Wealth Management Estate Planning Taxes Valuation 246

Abnormal Returns

JUNE 28, 2023

contessacapitaladvisors.com) Investing There is only one true portfolio benchmark. savantwealth.com) What is an estate plan? thomaskopelman.com) New parents face their own financial planning challenges. bestinterest.blog) The Private College 529 Plan flies below the radar. forbes.com) We all have 'money blocks.'

Retirement Planning 245

Retirement Planning Estate Planning Retirement Wealth Management 245

Abnormal Returns

AUGUST 21, 2023

wsj.com) There is a racial gap in estate planning. (investmentnews.com) A Q&A with Sarah McDaniel of Morgan Stanley's ($MS) Art Resources Team. observer.com) 401(k) millionaires on average have very high savings rates. crr.bc.edu)

Portfolio 130

Portfolio Estate Planning Banking Retirement 130

Abnormal Returns

MAY 29, 2023

(wiredplanning.com) Cameron Passmore and Benjamin Felix talk with David Blanchett about regret optimized portfolios. thereformedbroker.com) 2025 If nothing changes legislation-wise, there will be a run on estate planning going into 2025. rationalreminder.libsyn.com) Austin, TX RWM is coming to Austin, TX!

Wealth Management 242

Wealth Management Financial Advising Estate Planning Banking 242

Nerd's Eye View

JANUARY 22, 2024

In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.

Financial Advisor 246

Financial Advisor Insurance Coverage Estate Planning Charitable Planning 246

Nerd's Eye View

OCTOBER 7, 2024

Welcome to the October 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Clients 246

Clients B2B Estate Planning Planning 246

Nerd's Eye View

AUGUST 9, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey indicates that clients of financial advisors are more confident than others about their financial preparedness for retirement and are more likely to have a financial plan in place that can weather the ups (..)

Financial Planner 246

Financial Planner Taxes Financial Planning Estate Planning 246

Nerd's Eye View

JULY 3, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: All-in-one software platform Blueleaf has launched a new “aggregation-as-a-service” solution, promising better client data aggregation capabilities than existing solutions by automating the process of weaving multiple (..)

Estate Planning 246

Estate Planning Clients Media Planning 246

Nerd's Eye View

JUNE 21, 2024

million in assets to both retire and pass on a legacy interest (though many have yet to establish an estate plan), according to a recent survey. Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that affluent Americans believe they need an average of $5.5

Financial Planner 246

Financial Planner Financial Advisor Taxes Math 246

Nerd's Eye View

AUGUST 23, 2024

financial planning, CRM, portfolio management), while taking a more tailored approach to selecting tech in other categories. The survey found that most firms fall into the middle category, utilizing tech in categories that provide an assessed high return on investment (e.g., Read More.

Financial Planner 245

Financial Planner Retirement Estate Planning Clients 245

Abnormal Returns

AUGUST 5, 2024

investmentnews.com) On the importance of tax planning in the first few years of retirement. barrons.com) When should you move from a diversified ETF portfolio to direct indexing? papers.ssrn.com) Four steps to create a digital estate plan. (kitces.com) Taxes Following the RMD rules for inherited IRAs may not be optimal.

Retirement Planning 173

Retirement Planning Estate Planning Wealth Advisor Tax Planning 173

Carson Wealth

JANUARY 8, 2025

One study found that an advisor-managed portfolio could produce an additional 3% value add annually over a self-managed (DIY) portfolio. Holistic Financial Management Beyond investment advice, financial advisors offer comprehensive services such as tax planning, estate planning, and risk management.

Financial Advice 69

Financial Advice Financial Advisor Risk Tolerance Financial Guidance 69

Darrow Wealth Management

MARCH 13, 2025

A diversified portfolio is the cornerstone of a risk-adjusted investment strategy. Diversifying Around It: Balancing the portfolio by investing in assets that offset the concentrated position’s risk. Your concentrated position is a large technology stock, currently occupying 30% of your portfolio.

Management 66

Management Taxes Estate Planning Asset Allocation 66

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Financial Planner 189

Financial Planner Financial Advisor Certification Estate Planning 189

MainStreet Financial Planning

MARCH 7, 2025

Fee-Only, Flat-Fee Financial Planners: Transparent, Unbiased, and Cost-Effective A fee-only financial planner charges a fixed fee for financial planning services, regardless of the size of your portfolio. Unlike AUM-based advisors, they do not earn commissions or take a percentage of your investments.

Fee Only 52

Fee Only Financial Planner Financial Planning Financial Advisor 52

International College of Financial Planning

OCTOBER 26, 2023

The Imperative of Estate Planning: Not Just for the Affluent Often, there’s a prevailing misconception that estate planning is a luxury reserved for the wealthy elite. Real estate planning is a crucial undertaking that every adult and family should prioritize.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

Nerd's Eye View

SEPTEMBER 19, 2022

Eventually, as client relationships grew to be more ongoing and less transactional, financial planning grew to encompass other areas of clients’ financial lives, such as taxes and estate planning.

Financial Planner 245

Financial Planner Certified Financial Planner Financial Planning CFP 245

Abnormal Returns

MAY 22, 2023

citywire.com) Estate planning Can new estate planning platforms put the adviser at the center of the process? advisorperspectives.com) Direct indexing involves two parts: index construction and portfolio management. riabiz.com) Why Bain Capital invested in CI Private Wealth.

Financial Advising 130

Financial Advising Estate Planning Wealth Management Compliance 130

Abnormal Returns

SEPTEMBER 30, 2024

(riabiz.com) Charles Schwab ($SCHW) is mothballing the Institutional Intelligent Portfolios platform. flowfp.com) Don't let the potential for estate law changes be an excuse to not do estate planning. riabiz.com) Taxes How pre-tax retirement contributions provide flexibility down the road.

Financial Advice 130

Financial Advice Fee Only Estate Planning Taxes 130

Abnormal Returns

SEPTEMBER 11, 2023

(kitces.com) Advisers RIAs can no longer ignore cash as a part of a client's overall portfolio. thinkadvisor.com) Remind clients, both current and future, what real life planning looks like. kitces.com) The SECURE Act made Roth IRAs more attractive from a estate planning perspective.

Wealth Management 147

Wealth Management Estate Planning Financial Advice Financial Planning 147

Nerd's Eye View

MARCH 27, 2024

One way financial advisors can add value for retiring clients is to estimate how much they can spend sustainably during their retirement years without depleting their investment portfolio. One method introduced by Jonathan Guyton and William Klinger in 2006 is the "guardrails" framework. Read More.

Retirement 190

Retirement Portfolio Clients Financial Advisor 190

Zoe Financial

MARCH 21, 2025

Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. Estate Planning : Ensuring your wealth is passed on according to your wishes. Optimizing tax-efficient retirement income.

Financial Advisor 40

Financial Advisor Strategic Planning Estate Planning Retirement 40

WiserAdvisor

MARCH 13, 2024

Below are 5 Pillars of retirement planning that should be a part of your retirement plan: Pillar 1: Investment planning Investment planning is one of the most vital pillars of retirement planning, as it offers a roadmap to align your financial resources with your risk appetite and long-term goals.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

Brown Advisory

SEPTEMBER 12, 2016

Proposed Tax Law Changes Prompt Estate Planning Review achen Mon, 09/12/2016 - 06:00 A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

Brown Advisory

SEPTEMBER 12, 2016

Proposed Tax Law Changes Prompt Estate Planning Review. A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. Adopting a program of planning early, and monitoring that program, often brings the best results.

Estate Planning 52

Estate Planning Taxes Planning Clients 52