Abnormal Returns

SEPTEMBER 30, 2024

(riabiz.com) Charles Schwab ($SCHW) is mothballing the Institutional Intelligent Portfolios platform. wealthmanagement.com) Advisers 7 more lessons from building an fee-only RIA from scratch. riabiz.com) Taxes How pre-tax retirement contributions provide flexibility down the road.

Financial Advice 130

Financial Advice Fee Only Estate Planning Taxes 130

Your Richest Life

JANUARY 27, 2025

Active investing involves a hands-on approach to managing your portfolio. If you are a skilled investor and well-versed in market fluctuations, you may be able to capitalize on quick opportunities, or sell off a security before your portfolio takes a hit. It also means that when the market is down, your portfolio may be down with it.

Investments 52

Investments Investing Risk Tolerance Portfolio 52

The Chicago Financial Planner

NOVEMBER 8, 2021

This is the time to review your portfolio allocation and rebalance if needed. Do it yourself if you’re comfortable or hire a fee-only financial advisor to help you. Manage your portfolio with an eye towards downside risk. Manage your portfolio with and eye towards downside risk. Click To Tweet.

Retirement 130

Retirement Marketing Marketing Financial Planner 130

Sara Grillo

MAY 9, 2022

Here are the reasons it will ruin your clients’ portfolios and you should run away as fast as you can. Wall Street has engineered this term “direct indexing” to capture the attention of fee only advisors who are obsessed with John Bogle. Nobody is going to want to unwind a portfolio of 500 stocks.

Portfolio 72

Portfolio Clients Financial Advisor Taxes 72

The Chicago Financial Planner

AUGUST 24, 2021

I’d like to tell you that the problem emanates only from financial advisors who sell product, but sadly two former presidents of NAPFA, the country’s largest organization of fee-only advisors , were been implicated in fraud cases in recent years. Want an independent review of your investment portfolio?

Financial Advisor 191

Financial Advisor Financial Planner Accounting Retirement 191

Your Richest Life

FEBRUARY 24, 2025

2025 may prove to be a bumpy ride, but a strong, well-balanced portfolio is designed to weather storms. Managing Investments During a Financial Crisis About Your Richest Life At Your Richest Life, Katie Brewer, CFP, believes you too should have access to financial resources and fee-only financial planning.

Financial Market 52

Financial Market Marketing Marketing Medicine 52

International College of Financial Planning

AUGUST 31, 2023

This is where diversifying your investment portfolio comes into play. Diversifying your investment portfolio is a vital strategy for managing risk, optimizing returns, and achieving your financial goals. Let’s explore the benefits of diversifying your investment portfolio and how it can help you achieve your financial goals.

Portfolio 52

Portfolio Certified Financial Planner Investing Investments 52

WiserAdvisor

JULY 22, 2022

Some investors may require the services of multiple advisors as they have extensive investment portfolios comprising real estate, art, collectibles, global businesses, etc. The advisors can be differentiated based on the fee structure they use to charge fees such as fee-only, commission-only, hourly-fee, monthly fee, etc.

Financial Advisor 105

Financial Advisor Portfolio Budgeting Commission 105

Nerd's Eye View

FEBRUARY 6, 2024

David is the Co-Founder and CEO of Element Pointe Family Office, a Fee-Only RIA based in Miami, Florida that oversees almost $1.6 Welcome to the 371st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is David Savir. billion in assets under advisement for 50 client households.

Financial Advisor 130

Financial Advisor Clients Fee Only Planning 130

Your Richest Life

MARCH 31, 2023

Just like with your portfolio, banking diversification helps to keep your money safe if something goes awry at one of your banks, and lets you maximize the benefits of each of those institutions.

Banking 105

Banking Insurance Accounting Fee Only 105

Your Richest Life

NOVEMBER 11, 2022

Top up your emergency fund (aim for three to six months of your typical monthly spending amount,) reduce excessive spending, and avoid knee-jerk changes to your portfolio. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. About Your Richest Life.

Certified Financial Planner 110

Certified Financial Planner Estate Planning Financial Planning Planning 110

Darrow Wealth Management

OCTOBER 29, 2024

Rebalancing your 401(k) and investment portfolio is an important part of a successful investment strategy. Your asset allocation is the percentage of your portfolio that you distribute between different asset classes, like stocks and bonds. Why do you need to rebalance your portfolio? Why does this matter?

Asset Allocation 72

Asset Allocation Accounting Risk Tolerance Portfolio 72

Truemind Capital

AUGUST 9, 2024

With our guidance, she started investing soon, has now built a substantial investment portfolio, and is on track to meet her goals. The best way to solve this problem is by increasing the number of fee-only SEBI Registered Investment Advisors (RIAs) who by design think in the interest of clients.

Commission 64

Commission Fee Only Wealth Management Investment Advisor 64

Truemind Capital

FEBRUARY 8, 2024

A fee-only financial advisor sets you in the right direction to avoid damage to your financial health. Many investors pick up stocks/mutual funds suggested by a friend, colleague, financial influencers, and other media sources.

Investing 52

Investing Investments Fee Only Consulting 52

Your Richest Life

DECEMBER 1, 2022

Remember that it’s perfectly normal for there to be ups and downs in the markets and the economy, and you’re likely going to see those fluctuations reflected in your own portfolio. . At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning.

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Certified Financial Planner CFP Financial Planning Financial Planner 95

The Big Picture

JANUARY 21, 2025

You would offer three of their stock picks where they were probably touting stocks they wanted to unload from their portfolio. I mean, these sort of traditional brokers were much slower to adopt ETFs than, you know, fee only financial advisors. 01:04:39 [Speaker Changed] I think it was the Journal of Portfolio Management.

Investments 148

Investments Investing Management Retirement 148

Sara Grillo

APRIL 11, 2022

We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

WiserAdvisor

AUGUST 18, 2023

Below are the different types of financial advisors you can choose from based on their fee model: 1. Fee-only financial advisors Average cost: $200 to $400 an hour/ $1,000 to $3,000 per plan/ 1.18% to 0.59% of AUM Fee-only financial advisors are professionals who do not receive commissions from selling financial products.

Financial Advisor 52

Financial Advisor Commission Fee Only Financial Planning 52

XY Planning Network

SEPTEMBER 5, 2022

There is much debate over the benefits and usefulness of holding below-investment-grade bonds in a portfolio, and the debates get louder in low-yield environments and as high-yield spreads widen. 7 MIN READ. While my conclusion is not cut-and-dried, this blog should provide some fodder for consideration.

Taxes 92

Taxes Portfolio Investing Investments 92

Your Richest Life

SEPTEMBER 10, 2024

Big, broad dreams and more specific, immediate goals are both instrumental in figuring out the best way forward with your portfolio. Finding Your Best Investing Strategy Tip #2: Understand and Diversify Your Asset Allocation In addition to your goals, the asset mix in your portfolio should reflect your time horizon and risk tolerance.

Investments 52

Investments Investing Risk Tolerance Financial Planner 52

Walkner Condon Financial Advisors

OCTOBER 4, 2022

This is the time to review your portfolios and investment strategy to ensure that you are well positioned for your long-term goals. He is a fee-only, fiduciary financial advisor who works with clients locally in Madison and around the country. ABOUT THE AUTHOR. NATE CONDON. FINANCIAL ADVISOR.

Marketing 98

Marketing Marketing Financial Advisor Fee Only 98

XY Planning Network

OCTOBER 10, 2022

When it comes to being a financial advisor and running your practice, you must wear multiple hats – finance, business development, portfolio management, client relations, marketing, accounting – the list goes on and on. Marketing is just one piece of the puzzle, but it’s an important one.

Marketing 94

Marketing Marketing Financial Advisor Portfolio Management 94

Your Richest Life

JUNE 30, 2022

It can feel disheartening to check on your portfolio and see poor returns, but don’t panic; we’ll cover why it’s better to weather the turbulent times to get the long-term rewards. What does that mean for your portfolio? That’s why it’s so important to have a well-balanced portfolio. Stocks Weather Down Economies.

Risk Tolerance 52

Risk Tolerance Fee Only Portfolio Economy 52

The Irrelevant Investor

MARCH 25, 2018

By Dina Isola The quest for "slow and steady" is largely misguided By Jeffrey Ptak If you can tell a good enough story, you can raise someone’s expectations By Nick Maggiulli Consider your portfolio. With Jeremy Schwartz, Wes Gray and Eric Balchunas Only 2% of advisors are fee only With Michael and Ben Are investors confused?

Fee Only 52

Fee Only Portfolio Assets Management 52

WiserAdvisor

AUGUST 3, 2023

The 1 percent fee structure refers to the annual advisory fee charged by a financial advisor, typically calculated as a percentage of the Assets Under Advisory (AUA). This fee structure is common in the financial advisory industry and varies based on the size of the client’s portfolio.

Financial Advisor 52

Financial Advisor Retirement Planning Fee Only Retirement 52

Your Richest Life

JUNE 14, 2024

But many physicians are too busy to give their investments the time and attention they need, and their portfolios end up falling by the wayside. About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning.

Retirement Planning 52

Retirement Planning Retirement Planning Fee Only 52

Truemind Capital

JANUARY 25, 2024

You must follow some rules to avoid the halo effect playing on your mind: – Do your own research to identify the right investment opportunity, fund managers, investment process, portfolio valuation, etc. from all the available options.

Fee Only 52

Fee Only Certification Consulting Financial Advice 52

FMG

AUGUST 4, 2022

At the end of 2021, I “retired” after 33 years in the investment management industry, the last nearly 22 of them at Eaton Vance in Boston, where I served as a global equity portfolio manager and Director of Equity Strategy Implementation.

Financial Advisor 98

Financial Advisor Clients Media Retirement 98

Inside Information

JUNE 28, 2023

We will have to cheapen the hard, strong language that we’re accustomed to using when we recommend working with a fee-only planner. It brings me back to the days when some advisors were developing ‘fee-offset’ compensation models, and asking for NAPFA membership. You open these doors, and that’s what you get: sly and misleading.

Commission 40

Commission Fee Only Clients Financial Advisor 40

Truemind Capital

FEBRUARY 8, 2024

That’s why a majority of people get stuck with duds in their portfolios. On top of it, a fee-only SEBI Registered Investment Advisor would ensure your and his/her interests are aligned. A good financial advisor should ace all of these aspects. Do you still want free advice?

Fee Only 52

Fee Only Commission Investments Investing 52

Yardley Wealth Management

JUNE 25, 2020

Two weeks prior, I had a question from a client about how his investment portfolio had performed compared recently to the Dow Jones Industrial Average or “The Dow.” . We look at long-term expectations for various stock and bond returns and build portfolios around those for our clients. So here goes …. That’s in Bucks County).

Wealth Management 52

Wealth Management Estate Planning Portfolio Clients 52

eMoney Advisor

MARCH 16, 2023

When I started Vincere Wealth as a fee-only practice, the vision was to become the go-to place for Millennials who need help with their money. You’ll likely have to make a case for any higher-fee funds you might use for diversification and explain your reasoning in depth. I knew these clients were being overlooked.

Financial Planning 88

Financial Planning Planning Clients Retirement 88

Harness Wealth

MAY 25, 2023

The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Fee-based : This structure is a blend of fees and commissions. Hourly Fee Fee charged per hour of advice.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Truemind Capital

JANUARY 24, 2024

Instead, you should invest separately in the best available options in pure equity funds and pure debt funds across mutual fund companies and create your own hybrid investment portfolio depending upon your risk profile. For example, if you are a conservative investor, allocate 20-30% in pure equity funds and the rest in pure debt funds.

Asset Allocation 52

Asset Allocation Fee Only Assets Taxes 52

Your Richest Life

JULY 17, 2024

That’s why we typically prefer passive investing , with a balance of low portfolio expenses, minimal trading costs and tax efficiency. Lifestyle inflation) About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning.

Financial Planner 59

Financial Planner Estate Planning Financial Planning Financial Advice 59

Walkner Condon Financial Advisors

MARCH 15, 2023

These weightings change over time, so the portfolio weights for each security would also have to be shifted. The ability also to carry forward losses to future years may also help offset future capital gains, whether they be in a stock portfolio or in another asset class, such as private equity, real estate, or a sale of a business entity.

Financial Advisor 52

Financial Advisor Taxes Asset Allocation Portfolio 52

Sara Grillo

MAY 10, 2024

My client’s estate planning attorney said they should hire a fee-only advisor to manage their assets, and then they asked me if I charge fees or commissions. My client just referred their out-of-state best friend to an advisor in Alabama, even though I am also licensed in Alabama.

Clients 52

Clients License Retirement Planning Financial Advisor 52