Nerd's Eye View

JANUARY 22, 2024

For example, an advisor may think of "risk management" in terms of life and property insurance coverage, whereas HNW clients may instead think of tax and estate-planning strategies as asset protection measures – particularly for the future wealth of their heirs.

Financial Advisor 246

Financial Advisor Insurance Coverage Estate Planning Charitable Planning 246

Abnormal Returns

DECEMBER 11, 2022

(novelinvestor.com) Louis Sykes, "Some of the most intelligent and sophisticated traders on the planet lost everything in this market because they let ego get in the way of judgment and sound risk management processes." bloomberg.com) Six year-end financial moves to consider including 'tax loss harvesting.'

Risk Management 162

Risk Management Taxes Management Investing 162

Carson Wealth

JULY 3, 2024

Conduct a risk assessment to identify potential risks and their impact on your business. Develop a risk management plan to implement strategies that minimize or eliminate risks, and protect your business with appropriate insurance coverage, such as liability, property and business interruption insurance.

Financial Planning 142

Financial Planning Planning Retirement Planning Tax Planning 142

The Irrelevant Investor

MARCH 23, 2020

In a bull market, protecting one's downside gets punished, and after being burned enough times, people tend to lighten up on risk management, or abandon it altogether. In a bull market the more risk you take, the more you're rewarded, and the more you're rewarded, the more you forget about risk.

Risk Management 52

Risk Management Management Asset Allocation Investments 52

Darrow Wealth Management

MARCH 13, 2025

Charitable Contributions: Donating appreciated stock to charity while reducing capital gains tax. Options contracts as income and hedging strategies Options are often used in various hedging strategies, including single stock risk management strategies. Tax-loss harvesting to offset capital gains taxes from sales.

Management 66

Management Taxes Estate Planning Asset Allocation 66

Zoe Financial

MARCH 21, 2025

Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. Tax Considerations : Identifying strategies to optimize your tax situation. Optimizing tax-efficient retirement income.

Financial Advisor 40

Financial Advisor Strategic Planning Estate Planning Retirement 40

Carson Wealth

JANUARY 8, 2025

Holistic Financial Management Beyond investment advice, financial advisors offer comprehensive services such as tax planning, estate planning, and risk management. This support can be important in maintaining discipline and making rational decisions amidst market fluctuations.

Financial Advice 62

Financial Advice Financial Advisor Risk Tolerance Financial Guidance 62

Abnormal Returns

MARCH 13, 2023

peterlazaroff.com) Daniel Crosby talks with Eben Burr, who is the President of Toews, about risk management. wealthmanagement.com) Advisers Why you should review client tax returns every year. (kitces.com) Peter Lazaroff talks SECURE Act 2.0 with Plancorp's Brian King.

Financial Guidance 130

Financial Guidance Wealth Management Financial Advising Startup 130

The Big Picture

SEPTEMBER 14, 2023

For all the WuTang fans: Spectacular California Sunset The post Future Proof 2023: That’s a Wrap! appeared first on The Big Picture.

Wealth Management 147

Wealth Management Risk Management Management Taxes 147

WiserAdvisor

SEPTEMBER 8, 2022

Interest rate risk, inflation risk, recession risk, and others can surface from time to time and affect your investments as well as peace of mind. This is why portfolio risk management can be very critical. However, it is crucial to understand how to manage portfolio risk and what can trigger it.

Risk Management 52

Risk Management Portfolio Management Asset Allocation 52

International College of Financial Planning

MARCH 12, 2025

What to Do Instead: Stick to fundamentals: Learn about asset allocation, risk management, and diversification before investing. Understand taxes: Capital gains, dividend taxes, and exit loads can eat into your returnsplan accordingly. Think long-term: The goal isnt to get rich overnightits to build wealth sustainably.

Financial Planning 52

Financial Planning Planning Asset Allocation Financial Advice 52

Integrity Financial Planning

OCTOBER 9, 2022

Although many investing and wealth-preservation principles apply to anyone – such as developing a tax plan, assessing a portfolio’s risk exposure, and more – there are key risks to be aware of when you have more money and more valuable assets to protect. Being Too Conservative. Undiversified Equity.

Tax Planning 95

Tax Planning Financial Advisor Taxes Wealth Management 95

Integrity Financial Planning

JULY 3, 2023

These expenses include things like Social Security and Medicare benefits, tax refunds, military salaries, and interest payments on outstanding debt the nation may have. The United States runs a budget deficit, meaning that the nation spends more than it earns through taxes and other means.

Government 98

Government Risk Management Budgeting Taxes 98

WiserAdvisor

MARCH 13, 2024

It serves as a fundamental risk management strategy. Investment planning also plays a crucial role in tax optimization, enabling you to minimize tax liabilities and maximize after-tax returns. HSAs can provide valuable tax advantages and help you plan for medical expenses in retirement.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

Random Roger's Retirement Planning

MAY 24, 2024

So a quick look at the Global X S&P 500 Tail Risk ETF (XTR) which owns the S&P 500 with a put option overlay and the GlobalX S&P 500 Risk Managed Income ETF (XRMI) which owns the S&P 500, sells a covered call, buys a put and has a very high "yield."

Asset Allocation 98

Asset Allocation Risk Management Taxes Portfolio 98

eMoney Advisor

DECEMBER 6, 2022

Billion-dollar disasters, inflation, and increased building costs mean a perfect storm is brewing for financial planners’ risk management strategies. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. Insurance in Financial Planning.

Financial Planning 97

Financial Planning Clients Planning Estate Planning 97

Carson Wealth

JULY 12, 2022

In financial services, you might encounter an LLM in tax or estate planning. . Using the CFP ® designation behind your name requires three years of experience, taking courses in financial planning, investments, risk management, estate planning, retirement planning, education planning and psychology.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Random Roger's Retirement Planning

OCTOBER 16, 2024

The mystery fund is the McElhaney Sheffield Risk Managed ETF (MSMR). They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. It didn't have a great day. It owns equites via two different strategies, trend and sector rotation.

Portfolio 97

Portfolio Risk Management Taxes Numbers 97

The Richer Geek

MAY 17, 2023

Today, we're going to get into some strategic risk alternatives as far as you know, helping us save some money for those unexpected times, our guest Clay Ogden, in his role as National Business Development Manager, he does it all as he interacts with business owners and advisors to identify risk management strategies.

Risk Management 52

Risk Management Consulting Taxes Insurance 52

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.

Budgeting 59

Budgeting Certification Education Asset Allocation 59

BlueMind

NOVEMBER 24, 2022

Consequently, HNW clients usually have more than one wealth management advisor handling all of their financial concerns, be it handling their investment goals, personal liability insurance, estate taxes, or managing overseas assets.

Clients 98

Clients Insurance Financial Advisor Assets 98

Fortune Financial

FEBRUARY 4, 2024

Will you end up paying too much in ordinary income taxes for company stock in your 401(k) plan? Fortune Financial’s specialized approach to managing NUA is an indispensable tool for informed investors. This appreciation becomes critical when considering tax implications upon withdrawal. percent for the top 5 percent and 22.7

Retirement 59

Retirement Retirement Planning Distribution Taxes 59

Harness Wealth

OCTOBER 23, 2023

Key Takeaways: Accounting advisory services extend beyond traditional tax preparation to offer strategic financial guidance. Specialized areas can include estate planning and tax-efficient investment strategies. Table of Contents What Are Accounting Advisory Services?

Accounting 52

Accounting Taxes Strategic Planning Estate Planning 52

Tobias Financial

APRIL 11, 2024

Edzai and Franklin will cover a wide range of essential topics including managing student debt, understanding employer-provided benefits, retirement planning fundamentals, holistic asset allocation for tax-efficient returns, risk management, and asset protection strategies.

Wealth Advisor 52

Wealth Advisor Financial Planning Planning CFP 52

Random Roger's Retirement Planning

APRIL 30, 2024

There was a related fund that we've looked at a few times, the Newfound Risk Managed US Growth which is now closed, it had symbol NFDIX and as opposed to 100/100, it was 75/75. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Portfolio 95

Portfolio Management Risk Management Clients 95

Harness Wealth

OCTOBER 11, 2023

In this guide from Harness Tax , we’ll explore why cybersecurity is increasingly important in the accounting industry, delve into the types of cybersecurity risks, and offer a set of best practices for risk management. We’ll also discuss how CPA firms can implement and maintain robust cybersecurity measures.

Accounting 59

Accounting Taxes Clients Communication 59

The Big Picture

MAY 9, 2023

So how do you then go from tax and audit practice to finance and investing? If I’d moved to Hong Kong, I think it would have looked like a fairly self-serving tax trade. We just get to focus on assets and asset risk management. So earlier we were talking about assets, and then you referenced risk management.

Assets 299

Assets Clients Investments Investing 299

International College of Financial Planning

MARCH 31, 2023

Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals. Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management.

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

Random Roger's Retirement Planning

MARCH 29, 2025

First up, Phillip Toews who runs an asset management shop and who wrote a book about about behavioral portfolio construction wrote about understanding market history and a section on how to build robust portfolio that reads like he could have outsourced that part of the article to me. It covers a lot of the same ground that we cover here.

Portfolio 59

Portfolio Management Risk Management Distribution 59

James Hendries

JUNE 26, 2023

Spread Out Your Quarterly Tax Payments Sometimes, it might be tough to come up with the funds needed to make quarterly estimated tax payments on the dates these payments are due. In these situations, paying your tax payments on a monthly basis may make it easier to fit these payments into your budget.

Management 52

Management Budgeting Taxes Startup 52

International College of Financial Planning

MAY 1, 2023

Consider contributing to a retirement account like a 401(k) or IRA to take advantage of tax benefits and compound interest. Develop an investment strategy based on your risk tolerance and financial goals, and consider investing in a diversified portfolio of stocks, bonds, and mutual funds.

Financial Planning 52

Financial Planning Planning Financial Planner Budgeting 52

James Hendries

OCTOBER 5, 2022

When you contribute to a health savings account, it is tax deductible. You may withdraw the money tax-free as needed to pay for qualified medical expenses. Some have great weather, some top-notch health care services, and others do not impose a state tax. Not paying state tax on your retirement funds may make retirement easier.

Retirement 52

Retirement Taxes Retirement Planning Accounting 52

Steve Sanduski

FEBRUARY 6, 2023

Seven Mile groups its services in four buckets : Family and Legacy, Planning and Structuring, Wealth Oversight, and Risk Management. Keep those very streamlined, very low cost, very tax efficient. ” Seeing the whole picture. We’re talking from a point of really just caring about our clients.

Clients 98

Clients Risk Tolerance Portfolio Budgeting 98

Validea

AUGUST 1, 2024

Seasonality : While not always included in the scoring, the strategy considers potential enhancements from rebalancing in the month before quarter-end to take advantage of window dressing and tax-related effects. Tax Implications : More frequent trading can have tax consequences in taxable accounts.

Investing 52

Investing Investments Risk Management Taxes 52

Random Roger's Retirement Planning

JULY 14, 2023

And again, there may never be a consequence for that risk, but not realizing the risk you're taking until after the blow up is not good portfolio/risk management. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Portfolio 73

Portfolio Risk Management Accounting Taxes 73

International College of Financial Planning

SEPTEMBER 7, 2024

At its core, the CFP® Fast Track equips you with the expertise to offer sound financial advice, specializing in areas such as retirement planning, risk management, tax planning, and wealth management. By pursuing this course, you become proficient in helping individuals and companies achieve their financial goals.

CFP 52

CFP Certification Certified Financial Planner Financial Planning 52

International College of Financial Planning

NOVEMBER 10, 2021

Financial Risk Manager (FRM) – If you love solving problems and wish to help your clients mitigate risks you can turn your attention to a career as a Financial Risk Manager. You can also undertake the globally recognized course in risk management from GARP (Global Association of Risk Professionals).

Investment Advisor 52

Investment Advisor Investing Investments Certified Financial Planner 52