NAIFA Advisor Today

JANUARY 28, 2025

Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.

Financial Planner 52

Financial Planner Recruitment Retirement Planning Financial Services 52

NAIFA Advisor Today

DECEMBER 20, 2023

Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.

Financial Services 52

Financial Services Financial Planner Retirement Planning Financial Advice 52

BlueMind

FEBRUARY 15, 2023

Studies by the American College of Financial Services show that 90% of special needs family members and caregivers admit that caring for their loved ones is more important to them than planning for their own retirement. Related: How Financial Advisors Should Engage With Female Clientele?

Financial Planning 97

Financial Planning Clients Planning Government 97

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

The emerging markets asset class outperformed all others in 2003, 2005, 2007 and 2009, while finishing second in 2004, 2006, and 2012. In contrast, Emerging Markets over the 2003-2012 period provided investors with Doc Brown’s requisite 1.21 jigawatts of investing power (and volatility)! Sounds unstoppable, right?

Assets 59

Assets Investments Investing Marketing 59

The Big Picture

APRIL 25, 2023

Because I’ll ask them, I’ll say, “Hey, Barry, do you know John’s time horizon until he wants to retire?” And this seems to be an agreement to — RITHOLTZ: Restrict competition in the space of providing financial advice. And so, I joined the Coast Guard Auxiliary when I bought a boat back in 2005.

Compliance 162

Compliance Clients Wealth Management Management 162