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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. For example, when clients can see how their plan might have fared during a historical market downturn they already recognize, it becomes easier to imagine how they might respond and adapt.

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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. While the gains signal portfolio growth, they also create challenges for ongoing management.

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

RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfolio management, into areas like estate and tax planning.

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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

What's unique about David, though, is how his firm has been able to attract $100 million in new client assets per month thanks in large part to his content creation and public commentary on investment markets as well as issues that advisors often avoid, including religion and politics.

Clients 162
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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. For instance, since 1950 the S&P 500 has seen calendar year returns vary from 47% up to 39% down. This is where the human psychology component comes into play.

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Are Bonds Safe During a Recession or Market Crash?

Darrow Wealth Management

But to illustrate the relative protection that bonds may be able to provide compared to stocks, heres what happened to the bond market in the 2008 great financial crisis and recession and 2020 market crash. The chart below shows what happened to fixed income (bonds) in 2008. Bond indices during the 2008 recession (gray).

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The Hidden Cost of Cash with Will Holt, Ep #242

Financial Symmetry

If your parents or grandparents experienced the Great Depression or the 2008 financial crisis, you might have inherited a powerful aversion to risk. Financial planning can provide guardrails and peace of mind, allowing you to “stick to your plan,” ignore the noise, and avoid emotional pitfalls.