Carson Wealth

JULY 12, 2022

Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. She reviewed two types of annuity contracts often used for retirement and helped determine which one is the best fit for her client.” . CFP ® – CERTIFIED FINANCIAL PLANNER. Retirement. vii .

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Financial Advising Financial Planning Ethics Financial Services 98

The Big Picture

AUGUST 9, 2024

Statman is a member of the advisory board of the Journal of Portfolio Management, the Journal of Wealth Management, the Journal of Retirement, the Journal of Investment Consulting and the Journal of Behavioral and Experimental Finance. Statman believes Financial Advisers should also serve their clients as “Well-Being Advisers.”

Financial Advising 174

Financial Advising Wealth Management Portfolio Management Investment Advisor 174

Abnormal Returns

MAY 22, 2023

(barrons.com) Dan Haylett talks with Brian Portnoy about contentment in retirement. open.spotify.com) Austin, Texas Are you a Texas-based adviser interested working with Ritholtz Wealth Management? thereformedbroker.com) AI How financial advisers can leverage ChatGPT. financial-planning.com)

Financial Advising 130

Financial Advising Estate Planning Wealth Management Compliance 130

Abnormal Returns

FEBRUARY 2, 2023

Markets The expected return to a 60/40 portfolio strategy rose throughout 2022. nytimes.com) The French are very much wedded to the ideal of a their 'golden decade' in retirement. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? since the GFC. Some signs that things are changing.

Financial Advising 130

Financial Advising Media Retirement Economy 130

Park Place Financial

MARCH 14, 2022

FINANCIAL PLANNING What is Portfolio Rebalancing? Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Investments can be risky since markets constantly fluctuate, but strategies are available to help you maintain a well-balanced portfolio. How to Rebalance your Portfolio. Compare Portfolio Changes.

Portfolio 52

Portfolio Financial Planner Asset Allocation Certified Financial Planner 52

Random Roger's Retirement Planning

APRIL 22, 2024

This blog has pretty much evolved into 100 ways to build a portfolio without bonds. financial advisers are kidding you if they say they are 'positioning' your portfolio for a specific interest-rate scenario. If the Fed itself can’t forecast rates, why would your financial advisers think they can?"

Marketing 98

Marketing Marketing Financial Advising Math 98

Midstream Marketing

OCTOBER 29, 2024

Key Challenges in Marketing for Financial Advisors Financial advisor marketing is very important. But it can also be tough for financial advisors. A major issue is not having enough time in a busy day that includes client meetings and managing portfolios, especially when considering the needs of clients’ family members.

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Midstream Marketing

DECEMBER 10, 2024

Do you specialize in retirement planning for small business owners? You might have a webinar about planning for retirement, easy investments for beginners, or key estate planning tips. Financial advisors can use videos in different parts of financial planning. This builds trust and credibility in a competitive market.

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Clever Girl Finance

APRIL 29, 2024

Not saving any of your monthly income When it comes to saving money, I’ve heard so many people complain that after they’ve paid their bills, they don’t have any money to contribute to their retirement accounts or to add to their emergency fund. Remember that the key to successful investment portfolios is diversification!

Budgeting 105

Budgeting Planning Accounting Investing 105

WiserAdvisor

DECEMBER 1, 2023

It can enable physicians to set realistic and achievable financial goals, such as purchasing a home, preparing for retirement, or saving for a child’s higher education. Moreover, these loans can accrue substantial interest, further adding to their financial liabilities.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Mauldin Economics

APRIL 14, 2021

You will also want to fund your brokerage and retirement accounts. Depp tried to blame his financial advisers. Jared Dillian is an investment strategist at Mauldin Economics, a former head of ETF trading at Lehman Brothers, and the author of The Awesome Portfolio. The current Mega Millions jackpot is at $168 million.

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Carson Wealth

JANUARY 14, 2023

1 Some financial professionals choose to opt-in to a fiduciary standard of care when they hold the Certified Financial Planner (CFP ® ) designation. The CFP ® designation requires those holding this designation to act as a fiduciary when providing financial advising or financial planning services.

Financial Advisor 52

Financial Advisor CFP Certified Financial Planner Risk Tolerance 52

International College of Financial Planning

OCTOBER 26, 2023

Their expertise lies in: Organizing Financial Landscape:  They meticulously structure financial affairs, laying down a strategic blueprint tailored to unique objectives. Crafting a Comprehensive Financial Plan:  This includes a detailed net worth statement, defining SMART Goals including retirement, children education etc.,

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

AdvisorPR

OCTOBER 28, 2020

For example, when the market experienced extreme volatility this past March, it was an opportune time for advisors to share their expertise on how to respond or what to consider to diversify risk in their portfolio. Tie Topics to Calendar-Based Observances. Media outlets often pair calendar-based events and topics with related news stories.

Media 52

Media Financial Advisor Education Taxes 52

Midstream Marketing

NOVEMBER 5, 2024

Assessing Your Strengths and Interests As a financial advisor, finding your niche starts with understanding your strengths. Think about which parts of financial planning you like best. Is it retirement planning, investment management, or estate planning? Specialized Investment Strategies It is important to give financial advice.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Advice 52

WiserAdvisor

APRIL 12, 2024

In that case, you can develop a deep understanding of the financial concerns and objectives that are prevalent among retired individuals. Use the Pareto Principle to analyze client value and contribution The Pareto Principle, also known as the 80/20 rule, is another way to understand the ideal financial advisor-to-client ratio.

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

Harness Wealth

MAY 25, 2023

Investing in financial guidance is an investment in your future. The right advisor can help manage your wealth, plan for retirement, navigate tax implications, and more. Here’s a deep dive into the average fees of financial advisors, in 2023. and 2% A $500,000 portfolio could cost between $2,500 and $10,000 per year.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Brown Advisory

JANUARY 1, 2023

These are the businesses in which we want to invest your savings (and ours) so that they can compound over time, ensuring your security in retirement and our opportunity to create value for you. We think the quality of the investments within the portfolio today is probably at its highest since launch back in early 2015.

Investing 52

Investing Investments Valuation Clients 52

Abnormal Returns

JULY 24, 2024

noahkagan.com) Dan Haylett talks about repurposing your life in retirement with Suzanne Campi. flowingdata.com) Retirement Six lesson from six years of retirement including 'Your retirement will be different than you expect.' theretirementmanifesto.com) Why staggered retirements make a lot of sense. nytimes.com)

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Retirement Financial Advising Financial Planning Investing 274

Abnormal Returns

FEBRUARY 9, 2024

(aswathdamodaran.blogspot.com) Strategy Moira O'Neill, "Whatever your means, if you’re approaching retirement aiming to fill a pensions black hole by trading, stop it now." ft.com) A review of "The Four Pillars of Investing, Second Edition: Lessons for Building a Winning Portfolio" by William J.

Financial Advising 276

Financial Advising Media Valuation Economy 276

Abnormal Returns

SEPTEMBER 11, 2024

awealthofcommonsense.com) Few investors are able to outperform a passive portfolio. sherwood.news) Why China is planning to raise its retirement age. abnormalreturns.com) Elder financial fraud is only going up. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 159

Financial Advising Retail Media Retirement 159

The Big Picture

NOVEMBER 15, 2022

My theory is post great financial crisis, mom and pop said, “You know, we’re done playing this game.”. Let Mr. Market do his thing and we’ll find out how we did when we get ready to retire. The academic side of how to build a portfolio, we can argue about the details, right? You want to put together a portfolio?

Management 279

Management Assets Portfolio Investing 279

Harness Wealth

DECEMBER 8, 2022

While it doesn’t always make sense to take a loss on investments, evaluate your portfolio and consider whether selling some poorly performing assets may make sense in your situation. If you did, there are more aggressive tax loss generating investments a financial adviser can introduce, such as customizable tax-loss portfolios.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Carson Wealth

JUNE 14, 2022

I often find college savings at the top of my pile of financial stressors. Unless I find a money tree in my backyard, my oldest child is going to turn 18 well before I retire. They provide investors with immediate diversification, age-weighted portfolios and low costs. Craig Lemoine, Director of Consumer Investment Research.

Planning 52

Planning Distribution Accounting Taxes 52

Sara Grillo

APRIL 10, 2023

” -Scott Salaske Salaske says that it would be have to have a growth driver or utility, or else it would be like picking up a rock and putting it into your portfolio. A few years later Scott merged Quest with another local investment advisory firm, Portfolio Solutions, that shared the same investment principles at that time.

Investing 52

Investing Investments CFP Financial Advisor 52

Aleph

JANUARY 14, 2023

Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Boldly flying in front of a stained glass window Portfolio Management Sick of the ups and downs of the markets? There is an alphabet soup of financial-adviser credentials [link] Credentialing is overdone. Jan 10, 2023 CFP?

Math 59

Math Assets Banking Government 59

AdvisorPR

OCTOBER 29, 2020

The looming US presidential election is already prompting investors and wealth managers to reshuffle portfolios. To consider how wealth advisors ought to speak to clients in this period is Alana Kohl, president of AdvisorPR , a public relations firm that focuses on the financial advisory sector. As seen in Family Wealth Report.

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