Abnormal Returns

JUNE 17, 2024

epsilontheory.com) Michael Kitces talks with Mark Berg, Founder of Timothy Financial Counsel, about using an hourly fee model. joincolossus.com) The biz Ken Fisher is selling a minority stake in Fisher Investments to Advent International and the Abu Dhabit investment fund.

Financial Counseling 264

Financial Counseling Compensation Planning Wealth Management Startup 264

Abnormal Returns

JULY 19, 2023

humbledollar.com) Investing Why you should think global when it comes to your equity portfolio. morningstar.com) When it comes to investing, doing nothing should be the default. humbledollar.com) Advice Provide people with financial advice when and where they need it. (wsj.com) The upside of using senior movers.

Financial Counseling 49

Financial Counseling Retirement Financial Advice Portfolio 49

Abnormal Returns

APRIL 3, 2023

Podcasts Christine Benz and Jeff Ptak talk hourly financial planning with Mark Berg who is the founder of and lead advisor at Timothy Financial Counsel. wiredplanning.com) The biz Even before Fisher Investments' HQ move, Dallas-Fort Worth is already a hub for financial services firms.

Financial Counseling 130

Financial Counseling Wealth Management Retirement Planning Retirement 130

Clever Girl Finance

JANUARY 22, 2024

Even if there’s a cost involved in working with a budget counselor or consumer credit counseling, that doesn’t mean you should rule it out. When you’re drowning in large amounts of debt or chronic struggles with money management, working with a trained counselor is likely worth a small investment.

Budgeting 90

Budgeting Financial Counseling Debt Management Financial Advisor 90

Clever Girl Finance

AUGUST 15, 2022

You'll figure out the best approach to saving, investing , and creating a solid financial plan. Be open to financial counseling. There are roughly 5 money personalities - namely big spenders, savers, shoppers, debtors, and investors. So if you know which buckets you fall in, it will only help you with money and marriage.

Communication 94

Communication Accounting Budgeting Planning 94

Nationwide Financial

NOVEMBER 10, 2022

Investing for veterans. The general investing advice from financial professionals to start early, set goals, and follow a plan is still applicable for veteran and military clients. Being aware of and considering VA benefits is important when financial planning with veterans and military.

Financial Planning 52

Financial Planning Planning Education Clients 52

The Big Picture

JUNE 6, 2023

We’d rather dream about having 10 million then start investing $100 a week. If anything, it’s even more relevant because now low cost, long term investing makes sense, et cetera, et cetera. Have I managed my asset allocation and my investment fees? RITHOLTZ: Perfect is the enemy of the good, isn’t it?

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130