Nerd's Eye View

APRIL 10, 2024

Finally, over time, regime changes have also lowered the overall risk of equity investing. These changes, along with lower trading costs, have made the world a much safer (and less expensive) place for investors, who, as a result of reduced investment risks, may experience lower future returns.

Asset Allocation 246

Asset Allocation Wealth Accumulation Assets Portfolio 246

Nerd's Eye View

AUGUST 2, 2024

market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S. market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S.

Financial Planner 240

Financial Planner Financial Advice Investment Planning Retirement 240

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 52

Investment Planning Planning Investments Investing 52

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. Similarly, investors should be cautious about a heavy weighting in a single investment. Can the asset’s attributes be replicated by other investments?

Investment Planning 52

Investment Planning Planning Investments Investing 52

Nerd's Eye View

MAY 17, 2024

Also in industry news this week: The SEC this week announced a proposed rule that would require RIAs to collect and verify their clients' personal information in an effort to prevent illicit activity, though many firms likely are taking many of these steps already Why larger RIAs and those that have been acquired tend to have worse client and staff (..)

Financial Planner 188

Financial Planner Wealth Management Retirement Investment Planning 188

Nerd's Eye View

SEPTEMBER 29, 2023

Read More.

Financial Planner 234

Financial Planner Healthcare Investment Planning Clients 234

Nerd's Eye View

SEPTEMBER 8, 2023

Also in industry news this week: Changes to CFP Board’s procedural rules went into effect September 1 and are intended to make the disciplinary process more efficient for respondents as well as CFP Board staff, and to expand the CFP Board’s ability to pursue more complaints against CFP professionals A NASAA model rule follows in the footsteps (..)

Financial Planner 240

Financial Planner CFP Clients Investment Planning 240

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 (..)

Financial Planner 235

Financial Planner Retirement Retirement Planning Advertising 235

Nerd's Eye View

SEPTEMBER 23, 2022

A survey shows that more RIAs are outsourcing investment management, and that those who do are largely happy with the decision. From there, we have several articles on insurance and investment planning: Why the chair of the Senate Finance Committee has taken an interest in the private placement life insurance market.

Financial Planner 231

Financial Planner Compensation Planning Compliance Insurance 231

Nerd's Eye View

AUGUST 11, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Massachusetts Secretary of the Commonwealth has launched an investigation into how investment firms are using artificial intelligence-enabled technologies, echoing concerns expressed by the SEC that these tools could be used (..)

Financial Planner 201

Financial Planner Certification CFP Clients 201

Integrity Financial Planning

OCTOBER 9, 2023

When talking about retirement financial planning, we often take investment strategy at face value. But what does an investment strategy really consist of? An investment strategy is utilized to help your wealth not only retain its value against inflation but hopefully grow as well.

Retirement 98

Retirement Portfolio Investments Investing 98

Nerd's Eye View

AUGUST 30, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent benchmarking study suggests that a number of RIAs are looking to move 'upmarket' and work with wealthier clients by expanding their service menu to include family office services, investment banking, and/or trust (..)

Financial Planner 195

Financial Planner Financial Advisor Retirement Clients 195

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 239

Clients Fee Only Planning Advertising 239

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 234

Fee Only Portfolio Clients Planning 234

Nerd's Eye View

FEBRUARY 23, 2024

Also in industry news this week: A recent study has found that advisors who gain additional credentials tend to see a boost both in their confidence and in their business metrics, with the CFP certification standing out in terms of value The implications for RIAs of a proposed Treasury Department rule that would subject many firms to certain anti-money-laundering (..)

Financial Planner 231

Financial Planner Certification CFP Financial Advice 231

Nerd's Eye View

AUGUST 2, 2024

market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S. market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S.

Financial Planner 204

Financial Planner Financial Advice Investment Planning Retirement 204

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 (..)

Financial Planner 221

Financial Planner Asset Allocation Clients Risk Management 221

Wealthfront

AUGUST 14, 2024

Welcome to our Ask Wealthfront series, where we tackle your questions about personal finance and investing. Should I invest my down payment or keep it in […] The post Ask Wealthfront: Should I Invest My Down Payment? Want to see your question answered here? I’m saving for a house. appeared first on Wealthfront Blog.

Investments 105

Investments Investing Media Investment Planning 105

A Wealth of Common Sense

SEPTEMBER 5, 2024

The OG financial blogger Barry Ritholtz joined me on the show this week to discuss questions about what the next recession will look like, creating an investment plan for a banker with cash on the sidelines, paying down a low interest rate mortgage and how to sell your automobile. 2All 3 have.

Marketing 135

Marketing Marketing Investment Planning Planning 135

Nerd's Eye View

JANUARY 13, 2023

Also in industry news this week: A study suggests that simplification is the top reason consumers combine their investment accounts, signaling that the onboarding process for new advisory client assets is a value-add in itself. How stocks and bonds tend to perform following their biggest down years.

Financial Planner 197

Financial Planner Retirement Planning Compliance Retirement 197

Good Financial Cents

SEPTEMBER 2, 2022

Most people are well aware that investing is the key to building long-term wealth, yet that doesn’t mean that getting started is easy. In fact, all new investors face a huge learning curve when it comes to figuring out how to invest and where to invest their extra money. So, how do you start investing exactly?

Investments 91

Investments Investing Accounting Portfolio 91

Nerd's Eye View

NOVEMBER 4, 2022

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations. Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients.

Financial Planner 194

Financial Planner Financial Advisor Retirement Planning Medical 194

Nerd's Eye View

DECEMBER 25, 2023

We start with several articles on retirement planning: Data showing where American retirees currently stand, from their average net worth to how they spend each hour of the day How, according to a recent study, delaying Social Security benefits typically leads to greater lifetime wealth than claiming benefits early in order to reduce portfolio withdrawals (..)

Financial Advisor 236

Financial Advisor Insurance Financial Planner Clients 236

Nerd's Eye View

JUNE 28, 2024

Also in industry news this week: How the SEC could target dually registered firms for enforcement of their duties to care for and manage conflicts of interest under Regulation Best Interest and the Investment Advisers Act to send a message to the industry and to clarify its expectations for these "dual-hatted" firms and their advisors Why a shift in (..)

Financial Planner 166

Financial Planner Clients Compliance Numbers 166

Good Financial Cents

AUGUST 11, 2022

I once had a client ask me, “Jeff, if you had a million dollars, how would you invest it?”. The reality is, there are a ton of different strategies I would personally use to invest $1 million dollars, and to help this seed money grow into even more cash over time. Ad Robo-Advisors move with the market to ensure your investments.

Investments 110

Investments Investing Marketing Marketing 110

Wealth Management

JUNE 21, 2024

Allspring Global Investments plans to start offering actively managed ETFs.

Management 103

Management Investment Planning Planning Investing 103

Clever Girl Finance

OCTOBER 8, 2024

Is now a good time to invest? I’m sharing some key investment insights to help you navigate your financial choices and calm any worries you might have about the stock market. I’m sharing some key investment insights to help you navigate your financial choices and calm any worries you might have about the stock market.

Investments 90

Investments Investing Risk Tolerance Portfolio 90

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Financial Planner 180

Financial Planner Financial Advisor Certification Estate Planning 180

Abnormal Returns

OCTOBER 29, 2024

theverge.com) How social media can wreck your investing plan. blogs.cfainstitute.org) Investment success is about small advantages compounded over time. Strategy Another sign that gambling is being normalized. morningstar.com) Fund management Does the world need a leveraged Berkshire Hathaway ($BRK.B)

Financial Advising 162

Financial Advising Media Investment Planning Economy 162

Wealth Management

MARCH 28, 2023

Among other changes, the association will add a wealth management specialization, with additional content on client management, investment planning and the duty of care.

Wealth Management 111

Wealth Management Client Management Investment Planning Clients 111

Wealth Management

OCTOBER 5, 2023

Protecting the average retiree in a confusing landscape of investment planning vs. financial planning.

Wealth Management 106

Wealth Management Retirement Management Investment Planning 106

Gen Y Planning

JUNE 1, 2022

Does investing in I-bonds make sense as part of your strategy? Bonds also generate income, making them a flexible part of your long-term cash flow plan. While bonds are an essential component of investing, it’s important to note that inflation and bonds typically don’t get along, which isn’t good news for today’s investors.

Investment Planning 52

Investment Planning Investments Investing Planning 52

Clever Girl Finance

OCTOBER 12, 2023

Women and investing is a topic that doesn’t get mentioned often enough, but it is extremely important. 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.

Investments 89

Investments Investing Risk Tolerance Accounting 89

WiserAdvisor

MARCH 13, 2024

This article will discuss the five pillars of retirement planning and why they are a critical component of your retirement plan. At its core, investment planning ensures that your financial resources are strategically allocated to various asset classes in accordance with your risk tolerance and investment objectives.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

Abnormal Returns

JUNE 9, 2023

Strategy Periodic rebalancing is a part of any comprehensive investment plan. awealthofcommonsense.com) Thematic investing appeals to investors' worst instincts. morningstar.com) Crypto The Three Arrows Capital founders are doing just fine, thank you very much.

Startup 130

Startup Financial Advising Investment Planning Economy 130

Nerd's Eye View

MAY 21, 2024

So, whether you're interested in learning about how to build a career entirely at fee-only firms, the unexpected upsides of impostor syndrome, or how to handle situations where clients bring their own investment ideas to the table, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Dann Ryan. Read More.

Clients 130

Clients Fee Only Financial Planning Financial Advisor 130

WiserAdvisor

MARCH 30, 2023

With the several investment strategies available to us, choosing one that suits your unique investment objectives can be confusing. A goal-based investing approach is one such strategy. Consider consulting with a professional financial advisor who can help you understand whether a goal-based investing approach is right for you.

Investments 52

Investments Investing Risk Tolerance Financial Advisor 52