Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Clients 246

Clients Fee Only Planning Advertising 246

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Fee Only 246

Fee Only Portfolio Clients Planning 246

Darrow Wealth Management

OCTOBER 29, 2024

Depending on the target asset allocation, there can be a number of ways for a portfolio to drift. So consider other factors in your preferred allocation, such as style (value versus growth equities), market cap, or in fixed income, credit quality (high-yield or investment-grade bonds), and time to maturity.

Asset Allocation 72

Asset Allocation Accounting Risk Tolerance Portfolio 72

Your Richest Life

APRIL 15, 2024

2024 contribution limit: $23,000 Thrift Savings Plan – The Thrift Savings Plan (TSP) is a retirement savings and investment plan for Federal employees and members of the uniformed services. That will help you get started with a target number, and from there, you can see which accounts will support your goals.

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52

Sara Grillo

AUGUST 14, 2023

Prior to joining EP Wealth Advisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo. A few years later Scott merged Quest with another local investment advisory firm, Portfolio Solutions, that shared the same investment principles at that time.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Good Financial Cents

APRIL 10, 2023

Incomes considered “poor” here could put you in the “rich” or “wealthy” categories in a number of developing countries. Plus, the American version of “rich” is basically unheard of in many regions around the globe.

Investments 110

Investments Investing Assets Accounting 110

Sara Grillo

MAY 23, 2022

What is an advice-only financial planner? Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. What if financial planning wasn’t given away like a pawn just to “close the deal?”

Financial Planner 52

Financial Planner CFP Financial Planning Education 52