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Helping Clients Grasp Abstract Retirement Income Strategies With Historical Market Visualization

Nerd's Eye View

For many financial advisors, a core part of the retirement planning process involves simulating whether the client's assets will last through retirement. Yet while these tools offer mathematical metrics, they often fall short in helping clients connect the numbers to their real lives.

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#FASuccess Ep 442: Attracting $100M Per Month Of Like-Minded Clients By Being Vocal About (Divisive) Issues You’re Passionate About, With David Bahnsen

Nerd's Eye View

billion in assets under management for 1,800 client households. David is the founder of The Bahnsen Group, an RIA based in Newport Beach, California, that oversees approximately $7.5

Clients 162
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Using Section 351 Exchanges To Tax-Efficiently Reallocate Portfolios With Embedded Gains

Nerd's Eye View

Following the long run-up in the US equity markets since the bottom of the 2008–2009 financial crisis, many investors with taxable investment accounts have likely found themselves with high embedded gains in their portfolios. Some providers even offer services to help advisors launch their own ETFs seeded by their clients' funds.

Taxes 147
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RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth

Wealth Management

But similar to the Great Financial Crisis of 2008, fiduciary advisors can use this opportunity to assert their value and give clients confidence that their broader financial plans aren’t as negatively impacted as they may think, given the daily doom-and-gloom market headlines.

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Market Timing vs. Time in the Market

Zoe Financial

If you got unlucky in 2008 trying to time the market and you were down 39%, it is very difficult emotionally speaking to reverse course and try to time the market by buying. Zoe Financial is not an accounting firm – clients and prospective clients should consult with their tax professional regarding their specific tax situation.

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The Implications of an Aged Housing Stock

Fortune Financial

The housing bubble and subsequent bust that was largely responsible for the 2007 – 2009 financial crisis resulted in depressed housing starts for more than a decade; in fact, from 2008 through 2019, single family housing starts averaged just 660,000, not even 60% of the long-term average.

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At the Money: Matt Hougan on Crypto Technology

The Big Picture

His firm runs over $10 billion in client crypto assets. Bitcoin broke through that in 2008, 2009, and it’s been gaining steady adoption. . ~~~ About this weeks guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets.

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