Weekend Reading For Financial Planners (May 18-19)
Nerd's Eye View
MAY 17, 2024
Altogether, the study suggests that social media engagement is driven more by the quality (and originality) of the advisor's content, rather than the quantity of posts.
Information Investment Planning Portfolio 
Weekend Reading For Financial Planners (August 26-27)
Nerd's Eye View
AUGUST 25, 2023
Also in industry news this week: The SEC settled its first charges related to its new marketing rule with a firm that advertised 2,700% annual returns A survey suggests that older Americans prefer the term "longevity" to "aging", perhaps informing the way advisors discuss related issues with their clients From there, we have several articles on retirement (..)
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Weekend Reading For Financial Planners (March 9-10)
Nerd's Eye View
MARCH 8, 2024
Also in industry news this week: A recent survey has found that a majority of prospective financial planning clients across all age brackets are open to working with a remote advisor, creating opportunities for advisors to grow their businesses and for clients to find the ‘best’ advisor for their needs, regardless of their location A federal (..)
Halftime Reading
Random Roger's Retirement Planning
FEBRUARY 9, 2025
To be clear though, the Mystery Fund is not intended to be a single portfolio solution. In real life, the Mystery Fund isn't suitable as a one portfolio solution despite being in the ballpark. The important takeaway is to not panic or get otherwise impatient in the periods where your portfolio lags which it will undoubtedly do.
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Investment Planning Options
Brown Advisory
OCTOBER 16, 2017
Investment Planning Options achen Mon, 10/16/2017 - 10:24 The decision to sell or hold a concentrated position may sound simple, but these situations are often more complex than they appear. They require the investor to reconcile investment dynamics, tax considerations and a variety of subjective, emotional factors.
Investment Planning Options
Brown Advisory
OCTOBER 16, 2017
Investment Planning Options. They require the investor to reconcile investment dynamics, tax considerations and a variety of subjective, emotional factors. Role in Portfolio: Is this a growth or income asset? Can the asset’s attributes be replicated by other investments? Mon, 10/16/2017 - 10:24.
The 5 Pillars of Retirement Planning You Should Be Aware of
WiserAdvisor
MARCH 13, 2024
These pillars provide a comprehensive framework for building a resilient and sustainable plan. Adhering to these pillars can help you pave the way for a secure and fulfilling retirement supported by wise financial decisions and informed choices. Diversification lies at the heart of investment planning.
What is Portfolio Rebalancing?
Park Place Financial
MARCH 14, 2022
FINANCIAL PLANNING What is Portfolio Rebalancing? Investments can be risky since markets constantly fluctuate, but strategies are available to help you maintain a well-balanced portfolio. About Rebalancing Investments. How to Rebalance your Portfolio. Compare Portfolio Changes. Mitigate Risk.
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Workable Wealth Investing Series: What’s in an Investment Portfolio?
Workable Wealth
SEPTEMBER 30, 2020
Today, we’ll explore the ways you can participate in the stock market, namely the creation and management of your investment portfolio. What is your portfolio? Breaking Down a Portfolio. Your investments need a place to live. A portfolio is the place where you house and manage your investments.
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How to prepare your portfolio for the uncertain future?
Truemind Capital
MAY 19, 2020
In this blog, I am going to give you insights on the important aspects of investment management employed by the best investors and how we can use them to maximize our portfolio returns besides minimizing the risk. Use tactical allocation to make your portfolio future-ready. Be Cautiously Optimistic.
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4 Financial Strategies to Leverage if your Portfolio is Worth Millions
Park Place Financial
MARCH 10, 2022
FINANCIAL PLANNING 4 Financial Strategies to Leverage if your Portfolio is Worth Millions Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Financial planning investment strategies can be found at every corner of the Internet, but not all advice applies to every person. Diversify your Investment Portfolio.
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Are Alternative Investments the Key to Diversifying Your Portfolio?
Fortune Financial
AUGUST 7, 2023
Are Alternative Investments the Key to Diversifying Your Portfolio? Explore Types, Benefits and How to Get Started Are you tired of the traditional investment options that seem to be a rollercoaster ride and often offer limited downside protection?
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Are Alternative Investments the Key to Diversifying Your Portfolio?
Fortune Financial
AUGUST 7, 2023
Are Alternative Investments the Key to Diversifying Your Portfolio? Explore Types, Benefits and How to Get Started Are you tired of the traditional investment options that seem to be a rollercoaster ride and often offer limited downside protection?
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5 Tips to Build an Investment Portfolio for Retirement
WiserAdvisor
JANUARY 3, 2024
Yet, the path to building a robust investment portfolio for retirement can be an intimidating task. You may ponder where to begin and how to create a portfolio that matches your goals, stands the test of time, and shields you from financial uncertainty. Let’s first understand what these accounts are and how they work.
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Investing in the Future: CAPTRUST’s AI Stock Portfolio
Zoe Financial
OCTOBER 12, 2023
Investing in the Future: CAPTRUST’s AI Stock Portfolio Updated October 12th, 2023 Reading Time: 6 minutes Written by: Lauren C. Lambert, CFA CAPTRUST Zoe Network Advisor Investing in the Future: CAPTRUST’s AI Stock Portfolio Updated October 12th, 2023 Reading Time: 6 minutes Written by: Lauren C.
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Market Moves: Tariffs, AI, and the Push-Pull of Prices
Tobias Financial
MARCH 12, 2025
While these shifts bring both challenges and opportunities, they also highlight the value of a well-diversified portfolio. We know market swings can be unsettling, but we encourage you to focus on your long-term financial plan rather than short-term fluctuations.
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Investing in the Future: CAPTRUST’s AI Stock Portfolio
Zoe Financial
OCTOBER 12, 2023
Investing in the Future: CAPTRUST’s AI Stock Portfolio Updated October 12th, 2023 Reading Time: 6 minutes Written by: Lauren C. Lambert, CFA CAPTRUST Zoe Network Advisor Investing in the Future: CAPTRUST’s AI Stock Portfolio Updated October 12th, 2023 Reading Time: 6 minutes Written by: Lauren C.
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Do You Still Need A Financial Advisor After You Retire?
WiserAdvisor
AUGUST 31, 2023
They can assess your financial situation, long-term goals, risk tolerance, and investment preferences to create personalized strategies. They can also help you optimize your savings and investment plans, ensuring that you maximize your earning potential while minimizing risks. But their support does not end there.
Finding Your Best Investing Strategy
Your Richest Life
SEPTEMBER 10, 2024
Your ideal investing strategy will be unique to you: your life phase, goals and risk tolerance will all play a role in informing your “ideal” methodology. Here are some steps to nailing down your best investing strategy: Finding Your Best Investing Strategy Tip #1: Figure Out Your Goals Your goals are a great place to start.
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Workable Wealth Investing Series: What Investment Strategies Should I Use?
Workable Wealth
SEPTEMBER 16, 2020
Remember, each strategy has its pros and cons so the best way to maximize them is working with a financial planner who’ll help your portfolio reflect the right risk with your financial goals. Diversification is a risk management strategy that seeks to ensure your portfolio isn’t over- or underexposed in a certain area. Let’s jump in.
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How Often Should You Rebalance Your 401(k)?
WiserAdvisor
APRIL 25, 2023
When investing in a 401(k), one of the most important decisions you can make is how often to rebalance your portfolio. Many people invest in their company-sponsored 401(k)s but only sometimes take the time to review the investments within the account. This article will explore how often to rebalance your 401(k).
Why is Market Volatility Important?
Park Place Financial
MARCH 16, 2022
This information can help them adjust their portfolios to match the returns they expect to see on investments. He or she may use the following investment strategies to help keep your portfolio on course: Rebalance Your Portfolio. Follow Your Long-Term Investment Plan. RELATED BLOG POSTS.
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Best Robinhood Alternatives: 10 Online Brokers Like Robinhood
Good Financial Cents
OCTOBER 17, 2022
While Robinhood is often the go-to beginner investing app, Fidelity has multiple options, from IRA accounts to research tools to help you make informed decisions – something Robinhood doesn’t provide. In fact, Public is designed to be a social investing platform so users can join community groups and follow others’ portfolios.
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How to Invest $1 Million Dollars in Today’s Market (Without Blowing It)
Good Financial Cents
AUGUST 11, 2022
Ad Robo-Advisors move with the market to ensure your investments. Robo-advisors offer easy account setup, robust goal planning, account services, and portfolio management all at a reasonable price - start investing today by clicking on your state. Invest in real estate. Look into actively managed portfolios.
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How Do Stocks Perform During Down Times?
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. How to Invest During Down Times.
Transcript: Charlie Ellis
The Big Picture
DECEMBER 28, 2022
It was a balanced portfolio. You would have guessed, had you known that a balanced fund, the stock and bond portfolio was going to do a lot better than just the pure stock funds over the next 16 years. That technology and that information wasn’t all that readily available 40, 50 years ago. He was really good at using it.
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6 Investing Tips for Beginners: Start your Investing Journey
Good Financial Cents
SEPTEMBER 2, 2022
The sections below explain exactly what you should do to start your investing journey, and in the exact order you should do it, so read on to learn more. Ad Build a portfolio through a unique investing experience. Public.com lets you invest in stocks, ETFs, and crypto with any amount of money. Ads by Money. Ads by Money.
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Market Commentary: S&P 500 Tops 5,000. What’s Next?
Carson Wealth
FEBRUARY 12, 2024
What a ride it has been, but investors were once again rewarded for sticking to their investment plans. After adjusting for inflation, investment in information processing equipment is running below the 2017-2019 trend. But in the near term, it’s about continued innovation that investment makes possible.
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7 Best Personal Finance Courses in 2024 For Beginners
Trade Brains
DECEMBER 7, 2023
The course covers an introduction to personal finance, credit cards, life insurance, health insurance, investment instruments, loans, income tax and planning, budgeting and building a strong portfolio. Also, you will learn how to plan your taxes, credit score importance and how to budget your income to create a portfolio.
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Starting Points
Brown Advisory
MARCH 28, 2017
Still, nearly three out of four investors wait for their advisors to raise the topic of sustainability in relation to their portfolios, according to a 2013 survey by Calvert Investments. One family we advise wants to support local businesses with a regionally focused portfolio. That can be a mistake.
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Starting Points
Brown Advisory
MARCH 28, 2017
Still, nearly three out of four investors wait for their advisors to raise the topic of sustainability in relation to their portfolios, according to a 2013 survey by Calvert Investments. One family we advise wants to support local businesses with a regionally focused portfolio. That can be a mistake.
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Women And Investing: 5 Key Tips For Women Investors
Clever Girl Finance
OCTOBER 12, 2023
Women’s financial plans are unique, so their investing strategies should be, too. Find out more about women and investing, and discover ideas for creating your own investment plan. If you are risk averse, you might prefer safer investing routes like CDs or high-interest savings accounts.
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Structured Product Benefits
Park Place Financial
NOVEMBER 29, 2022
Discover some of the benefits of structured products and their value for investment. Lower exchange risk: Incorporating structured products into your portfolio helps you. investments. Investment Planning with Park Place Financial. See firm policy for additional information. Structured. manage exchange risk.
What is Goal-Based Investing?
WiserAdvisor
MARCH 30, 2023
A goal-based investing approach is one such strategy. It stands out as it focuses directly on your goals, determining the amount of money you need to achieve your financial goals, and then developing an investment plan designed to achieve those goals within a specific timeframe. 5 steps involved in goal-based investing 1.
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How to sniff out a lying grifter in a Form ADV
Sara Grillo
OCTOBER 31, 2022
In this blog, Scott Salaske of Firstmetric and I discuss the proper way to read a Form ADV so that you can get the information you need to make an informed choice and avoid working with a financial advisor who is a lying, deceptive grifter. 1 High complexity on Form ADV Part 2, Item 4, Firm Information. Form ADV Part 2.
How Financial Professionals can Help Clients Save for College: 529 Plans
Nationwide Financial
OCTOBER 18, 2022
Talking to your clients about their children or grandchildren’s college plans as well as their own financial goals can help when deciding what type of 529 plan in which to invest. Plans also vary by state, so location will come into play when choosing between plans. 529 Prepaid Tuition Plan.
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Monthly Market Update | February 2024
Tobias Financial
FEBRUARY 20, 2024
We are thrilled to share our first monthly market update featuring our Portfolio Analyst, Charles “Chad” NeSmith , CFA, CFP®. In an ever-evolving financial landscape, staying informed is key and Chad is here to guide you through the intricacies of the market.
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Monthly Market Update | March 2024
Tobias Financial
MARCH 10, 2024
We are thrilled to share our monthly market update featuring our Portfolio Manager, Charles “Chad” NeSmith , CFA, CFP®. In an ever-evolving financial landscape, staying informed is key and Chad is here to guide you through the intricacies of the market.
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How do Financial Advisors Help in the Accumulation of Retirement Income?
WiserAdvisor
DECEMBER 15, 2023
They can also help you select the right annuity plans as part of a diversified retirement income strategy, such as accumulation annuities, fixed annuities, variable annuities, or a combination of these. It also ensures that your portfolio caters to your risk appetite, irrespective of whether you are risk-averse or risk-tolerant.
8 Best Mutual Fund Courses 2024 – Top Mutual Fund Courses
Trade Brains
NOVEMBER 30, 2023
Mutual Funds: A Beginners’ Module by NSE India NSE India offers stock investments and trading courses to help learners acquire knowledge to make better investment plans. With the knowledge of the above concepts, you will be capable enough to plan your mutual funds investment in the long term.
How to Avoid Common Investment Mistakes by Becoming an Investment Advisor?
International College of Financial Planning
JULY 31, 2023
However, eliminating the complex world of investments can be challenging, and many individuals fall prey to common investment mistakes that can hinder their financial success. Let’s explore the role of investment advisors in helping individuals avoid these pitfalls and make informed decisions.
Market Commentary: Bull Keeps Going, 15 Years Since Global Financial Crisis
Carson Wealth
MARCH 11, 2024
Yet, longer-term investors have once again been rewarded for sticking to their investment plans. Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All indices are unmanaged and may not be invested into directly.
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The Timeline of a U.S. Expat, Part 1: Pre-arrival
Brown Advisory
FEBRUARY 23, 2021
After all, I’ve spent my career helping people build and execute sensible, long-term investment plans. For more information on the differences between the U.S. Whether you plan to spend a few years, a few decades, or the rest of your life outside the U.S., At this point, a bit of background on the U.K. their entire life.
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The Timeline of a U.S. Expat, Part 1: Pre-arrival
Brown Advisory
FEBRUARY 23, 2021
After all, I’ve spent my career helping people build and execute sensible, long-term investment plans. For more information on the differences between the U.S. Whether you plan to spend a few years, a few decades, or the rest of your life outside the U.S., At this point, a bit of background on the U.K. their entire life.
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