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.

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Abnormal Returns

MAY 21, 2023

Markets Ten bad market takes including 'Recession is inevitable?' bilello.blog) Strategy Why so many Americans think their house is the best investment. awealthofcommonsense.com) Every investment plan needs some room for error. ritholtz.com) 10 charts this week including the surge in Nvidia ($NVDA).

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Nerd's Eye View

SEPTEMBER 29, 2023

Also in industry news this week: After experiencing a downturn over the past few quarters, RIA M&A activity ticked higher in the 3rd quarter amid continued interest from sellers and increasing costs for internal succession A recent study shows that housing-related costs are more likely than healthcare spending to cause unexpected spending shocks (..)

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Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

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Nerd's Eye View

SEPTEMBER 8, 2023

Read More.

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Nerd's Eye View

AUGUST 25, 2023

Further, 87% of respondents said they would trust advice from human advisors, more than any other source of advice surveyed, and well above the 37% who said they trust generative AI tools.

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Nerd's Eye View

NOVEMBER 4, 2022

Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients. 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.

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Nerd's Eye View

NOVEMBER 3, 2023

Also in industry news this week: A recent study indicates that the RIA model has seen significant growth in the number of firms and advisors during the past decade, and these firms are expected to control 1/3 of industry AUM by 2027 Despite market headwinds leading to a contraction in advisory firm AUM in 2022, firms continued to produce strong profit (..)

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Nerd's Eye View

AUGUST 30, 2024

Also in industry news this week: While many pre-retirees feel unprepared for retirement, longitudinal survey data suggest most will end up living a comfortable retirement, suggesting a role for financial advisors to show them projections of what their retirement could actually look like According to a recent survey, high-net-worth individuals are largely (..)

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Nerd's Eye View

AUGUST 11, 2023

Also in industry news this week: A bill that would allow funds in 529 plans to be used for postsecondary credentials, including the CFP certification, is gaining significant bipartisan support in Congress A recent survey identified key topics on which financial advisors and investors have mismatched views, from expected investment returns to how they (..)

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Nerd's Eye View

JANUARY 13, 2023

From there, we have several articles on retirement planning: The latest rules for 2023 Required Minimum Distributions from inherited retirement accounts. How reviewing and adjusting capital market assumptions can help advisors refine their use of Monte Carlo simulations.

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A Wealth of Common Sense

MARCH 31, 2023

1 I know plenty of investors with completely different styles that have found success in the markets over the years. But there are only a handful of ways investors fail in the markets: Allowing your emotions to get the best of you. Chasing fad investments. Not following an investment plan. Thinking.

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Tobias Financial

NOVEMBER 4, 2024

In financial circles, this will inevitably include discussion of the potential impact on markets. But should elections influence long-term investment decisions? We would caution investors against making changes to a long-term plan in a bid to profit or avoid losses from changes in the political winds.

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Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. To start crafting the persona of their ideal client, advisors can list key attributes of their target client. Read More.

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Nerd's Eye View

DECEMBER 25, 2023

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

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Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. To start crafting the persona of their ideal client, advisors can list key attributes of their target client. Read More.

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Nerd's Eye View

MARCH 8, 2024

Read More.

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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.

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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. Outright Sale of Stock: We can choose to lay out a sale plan that gradually reduces the holding to a targeted size (or eliminates it entirely).

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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 (..)

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Tobias Financial

MARCH 12, 2025

Markets have always gone through ups and downs, and while recent fluctuations may feel unsettling, history shows that markets tend to recover over time. Lately, several forces including trade policies, advancements in artificial intelligence (AI), and corporate cost-cutting have been shaping market movements.

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Dear Mr. Market

DECEMBER 31, 2024

Dear Mr. Market: Ah, the start of a new yearthe smell of fresh planners, gym memberships, and resolutions destined to be abandoned by February. Because when it comes to financial planning, you’re ready to write it downand studies show that writing down your goals makes you 42% more likely to achieve them. But not this year.

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Carson Wealth

FEBRUARY 12, 2024

One year ago, investors were being bombarded by talk of the bear market and an imminent recession. What a ride it has been, but investors were once again rewarded for sticking to their investment plans. A pullback would be perfectly normal at any time, but overall the bull market is alive and well. So, what now?

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Carson Wealth

MARCH 11, 2024

The Bull Keeps Going We sound like a broken record, but that could be a good thing in a bull market, as stocks made more new highs last week. 15 years ago, stocks bottomed after the vicious bear market of the global financial crisis. The bottom line is the economy is strong because the labor market is strong.

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Gen Y Planning

JUNE 1, 2022

With all the juicy financial headlines—stock market movements, inflation, the housing market, student loan conversations, etc.—who But in this high-inflationary market, one type of bond, in particular, is getting a lot of attention: the Series I Savings Bond. Does investing in I-bonds make sense as part of your strategy?

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Validea

OCTOBER 10, 2024

In this episode of Excess Returns, we sit down with Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth and author of the popular investing blog “A Wealth of Common Sense.” This conversation offers valuable lessons for investors at all levels, from beginners to seasoned professionals.

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Good Financial Cents

AUGUST 11, 2022

If you have a million dollars to invest or anywhere close to that, the steps below can help you grow your money so it lasts a lifetime. Ad Robo-Advisors move with the market to ensure your investments. A lot of people confuse money they knew they needed in the next year or so with investing. They didn’t have a plan.

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Park Place Financial

MARCH 16, 2022

INVESTMENTS Why is Market Volatility Important? While markets usually fluctuate incrementally without much impact on investments, sometimes they change drastically. This market volatility poses a significant risk for investors, but it also offers insights that can help them make wiser investment decisions.

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Nationwide Financial

DECEMBER 7, 2022

The market headwinds have been many this year, with high inflation, rising interest rates, and diminishing liquidity causing concerns among investors. A market downturn at the start of retirement, hitting portfolio values when retirees begin to take account withdrawals, can be unsettling, even for seasoned investors.

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Brown Advisory

MARCH 1, 2016

The Advisory | March 2016 Insights on Markets and Investments. So far in 2016, investors have encountered some of the worst market turbulence in many years. The key to weathering the volatility is staying true to a long-term investment plan. Tue, 03/01/2016 - 11:37. In this issue: Through the Storm.

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Carson Wealth

JUNE 15, 2022

It’s almost impossible not to feel anxious at the dips and dives the stock market has been taking recently, compounded by relentless inflation-focused headlines. That’s why you might be surprised to learn there’s a lot of positive news to be had, despite the market uncertainty. .

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Trade Brains

AUGUST 6, 2024

In a surprising turn of events, the Indian stock market index, Nifty 50, experienced a sharp correction, dropping approximately 1,000 points from 25,000 to 24,000 levels within just three sessions. Several global factors have contributed to this downturn in the Indian markets.

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Dear Mr. Market

JANUARY 25, 2022

Dear Mr. Market: Finally. It’s here… a bonafide stock market correction. Our article that we linked to above followed the least volatile year in the history of the stock market. Anyway, 2018 was never called a “bear market” because we didn’t hit the proverbial -20% by definition.

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Workable Wealth

JUNE 24, 2020

While this is true, most articles don’t tell you how to invest wisely, what role investments play in your wealth-building journey or even what the Market can tell you. . We understand that you want to invest in a way that’s aligned with your goals and values. stock market. What is the Stock Market?

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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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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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Truemind Capital

SEPTEMBER 13, 2021

Sentiments of greed, fear, and confusion are transient in the equity market. In this blog, I am attempting to understand where do we stand in the current market cycle. In my previous blog on market cycles , I highlighted the following 5 observations during market peaks: Retail participation is huge. Do I need to say more?

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