Nerd's Eye View

DECEMBER 23, 2024

Accordingly, just as we did last year, and in 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, and 2014, we've compiled for you this Highlights List of our top 24 articles in 2024 that you might have missed , along with a few of our most popular episodes of "Kitces & Carl" and the "Financial Advisor Success" podcasts.

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Nerd's Eye View

JUNE 12, 2023

And so, in the spirit of sharing, a few years ago I launched my list of " Recommended (Book) Reading for Financial Advisors ", and it was so well received that in 2013 I also started sharing my annual "Summer Reading List" for financial advisors of the best books I'd read in the preceding year.

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Financial Advisor Financial Planner Professional Services Clients 246

Nerd's Eye View

JUNE 10, 2024

And so, in the spirit of sharing, a few years ago I launched my list of " Recommended (Book) Reading for Financial Advisors ", and it was so well received that in 2013 I also started sharing my annual "Summer Reading List" for financial advisors of the best books I'd read in the preceding year.

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Financial Advisor Financial Planner Clients Communication 246

Nerd's Eye View

DECEMBER 18, 2023

Accordingly, just as I did last year , and in 2021 , 2020 , 2019 , 2018 , 2017 , 2016 , 2015 , and 2014 , I've compiled for you this Highlights List of our top 2 2 articles in 2023 that you might have missed , along with a few of our most popular episodes of "Kitces & Carl" and the "Financial Advisor Success" podcasts.

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Nerd's Eye View

DECEMBER 26, 2022

This year has been challenging for many financial advisors as they help their clients (and their own firms!) navigate a volatile market environment (in both stocks and bonds – oof!) and inflation levels not seen in several decades. In the meantime, I hope you're having a safe and happy holiday season.

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Financial Advisor Financial Advice Estate Planning Planning 245

Million Dollar Round Table (MDRT)

SEPTEMBER 16, 2022

By Matt Pais, MDRT Content Specialist You may not think there are overlaps between being a financial advisor and being a musical theater performer.

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Financial Advisor 104

Investment Writing

JULY 6, 2023

21, 2014, made edits on May 28 and October 24, 2021; October 12, 2022; and July 6, 2023. 21, 2014, made edits on May 28 and October 24, 2021; October 12, 2022; and July 6, 2023. The post 20 topics for your financial blog appeared first on Susan Weiner Investment Writing. WHERE Where in the world should you invest?

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Financial Planner Financial Planning Financial Advisor Retirement 137

Integrity Financial Planning

JULY 20, 2023

3] “The Hundred-Foot Journey” (2014) – This charming film tells the story of an Indian family that opens a restaurant across the street from a Michelin-starred French restaurant. The film follows a young boy named Miguel who dreams of becoming a musician but faces opposition from his family.

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Financial Planning Financial Advisor Planning Retirement 95

The Irrelevant Investor

SEPTEMBER 19, 2015

If you liked Quantitative Value , you're going to love DIY Financial Advisor. The idea is simple: Each month, rank stocks on past prices and buy the top decile of firms that have performed the best over the past 12 months.The spread between high and low momentum stocks from 1927 to 2014 was 18.43 Alpha Architect on humility.

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Financial Advisor Economics Asset Allocation Portfolio 52

Midstream Marketing

SEPTEMBER 15, 2019

We’ve recently compiled a handy list of all the top financial advisor and wealth management blogs out there, as per traffic estimates from SEMRUSH. Many of these are written by registered investment advisors and similar professionals and all of them bring something unique to the table that is certainly worth a closer look.

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Financial Advisor Wealth Management Certified Financial Planner Economics 52

The Chicago Financial Planner

OCTOBER 21, 2021

This is up from $285,000 in 2019, from $275,000 in 2017 and from $220,000 in 2014. Financial coaching focuses on providing education and mentoring on the financial transition to retirement. FINANCIAL WRITING. Check out my freelance financial writing services including my ghostwriting services for financial advisors.

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Retirement Planning Accounting Retirement Planning 193

XY Planning Network

APRIL 24, 2023

It was quite a significant change from my first XYPN conference experience in 2014 when most folks turned up their noses to the idea of expanding access to financial planning, not to mention in a fee-only, fee-for-service way.

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Walkner Condon Financial Advisors

SEPTEMBER 2, 2022

Part of our role as fiduciary financial advisors is to help our clients navigate through investment options and select what is right for them. We have an experienced team of advisors that is here to help you. What is an ABLE account? The ABLE acronym stands for Achieving a Better Life Experience. It b ecame law on Dec.

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Accounting Certification Financial Advisor CFP 98

MainStreet Financial Planning

JUNE 23, 2023

ABLE accounts were created with the passage of the ABLE Act in 2014 and are intended to provide individuals with disabilities a way to save funds without jeopardizing their eligibility for government benefits such as Medicaid and Supplemental Security Income (SSI). See the ABLE National Resource Center for more information.

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Accounting Taxes Healthcare Planning 98

Leading Advisor

APRIL 23, 2025

More than a decade after delivering the keynote at the 2014 NAIFA Montana State Conference, Im honored to return as a featured speaker at the… The post Why This is the Year for #NAIFA Members to Lead With Purpose and Precision appeared first on Leading Advisor - Simon Reilly.

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Financial Advisor 52

Validea

JUNE 9, 2023

annualized return, and has been closed since 2014. Another backdoor could be through a financial advisor who could have access to an institutional share class that is still open. Many closed funds have a backdoor entrance that investors can sidle through; in T.

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Retirement Planning Retirement Planning Management 52

Tucker Advisors

APRIL 4, 2023

Since 1980 through 2014, workers with retirement plans that included a pension fell from 39% to 13%, a 200% decline. Sullivan Mermel recommends that auto deductions be a topic of conversation for financial advisors with their prospects and clients. Let’s not bother with just 3%, because then, what’s the point?”

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Retirement Accounting Budgeting Planning 75

The Irrelevant Investor

SEPTEMBER 6, 2021

I listened to Serial in 2014, but it wasn't until Patrick's show that I discovered the giant universe of podcasting. I'm not a financial advisor. At that point, he was podcasting for almost a year. His show opened up a whole new world for me. Before Invest Like the Best, I was strictly a SiriusXM guy.

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Communication Financial Advisor Clients Investing 52

The Big Picture

DECEMBER 6, 2022

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. First of all, I think the amount of investors that participate in the financial markets is much smaller than it is in the U.S. We have financial advisors.

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Clients Investing Investments Management 157

The Better Letter

MARCH 14, 2024

In 2014, one bracket was alive through 34 games. UConn won the national championship as a seven in 2014. ” Despite that reality, according to a study undertaken by the CFP Board , 88 percent of consumers and 30 percent of financial advisors think it’s easy to manage money.

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Numbers Medicine Math Marketing 87

Good Financial Cents

OCTOBER 17, 2022

Traditional online brokerages were once intimidating to the rookie investor, so many flocked to Robinhood when the mobile-only brokerage announced new, revolutionary features in late 2014. The company offers access to traditional financial advisors and extended customer service with 24/7 options.

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Commission Accounting Education Investing 90

FMG

DECEMBER 6, 2022

Using strong keywords in your title tag is crucial as you want Google to rank you higher plus when you include keywords that your niche would be searching for, this greatly narrows the search and allows you to stand out against other financial advisors in the field. Optimize Title Length Page. Improve Your On-Page SEO.

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Engineering Financial Advisor Certification Clients 52

Steve Sanduski

JANUARY 5, 2023

Since 2014, I’ve published 678 podcasts and the vast majority were interview shows. For advisor roles, I developed a “ Financial Advisor Career Path to Partnership ” roadmap that shows 5 levels from Paraplanner to Partner and the education, experience, responsibilities, expectations, and compensation at each level.

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Clients Financial Advisor Investing Investments 52

Good Financial Cents

DECEMBER 22, 2022

2014: 11.39%. Hire a Robo-Advisor. You no longer have to hire a financial advisor to help you to invest your money. You can invest with the help of a robo-advisor. For example, the S&P 500 ended 2022 down by quite a bit. Here’s how this index performed in previous years: 2021: 26.89%. 2020: 16.26%.

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Investing Investments Risk Tolerance Accounting 108

The Irrelevant Investor

JULY 19, 2016

I first met Wes Gray, CEO/CIO of Alpha Architect in late 2014 and remember thinking, holy s**t, this guy rules. Ferri was an early champion of indexing and asset allocation for financial advisors. Wes is the rare combination of a total data nerd who is completely in tune with the behavioral side of investing.

Investing 52

Investing Investments Asset Allocation Assets 52

The Better Letter

MARCH 16, 2023

In 2014, one bracket was alive through 34 games. The nine beats the eight more often than not, although Villanova won a national championship as an eight-seed in 1985 (the lowest seed to win it all) and UNC, like Butler in 2011 and Kentucky in 2014 – eight-seeds all – made the final game last year. Yours, too.

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Math Numbers Medicine Accounting 98

Good Financial Cents

DECEMBER 28, 2022

Contribution Year 49 and Under 50 and Over (Catch Up) 2023 $6,500 $7,500 2022 $6,000 $7,000 2020 $6,000 $7,000 2019 $6,000 $7,000 2018 $5,500 $6,500 2017 $5,500 $6,500 2016 $5,500 $6,500 2015 $5,500 $6,500 2014 $5,500 $6,500 2013 $5,500 $6,500 2012 $5,000 $6,000 2011 $5,000 $6,000 2010 $5,000 $6,000 2009 $5,000 $6,000.

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Distribution Taxes Retirement Accounting 105

Good Financial Cents

APRIL 10, 2023

Being Rich is Limited to Living a Rich Lifestyle I still remember the story of a married couple I worked with as a financial advisor. A good example of this is Warren Buffet, who still lives in the home he bought in 1958 and drives a 2014 Cadillac XTS. They each earned $250,000 per year, and they were only in their mid-thirties.

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Accounting Assets Investing Investments 110

Walkner Condon Financial Advisors

MARCH 31, 2022

One bulletin to read is IRS Notice 2014-21. appeared first on Walkner Condon Financial Advisors. Because of the novelty of virtual currencies, many investors who have cryptocurrencies may be wondering where those fall in terms of a step-up in basis. Here’s your answer. . However, there is one important exception to this.

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Taxes Assets Accounting Financial Advisor 52

Dear Mr. Market

MARCH 17, 2024

We opened last year by reminding readers that “defense wins championships” and while this often is true in so many sports, it’s the pitch that too many financial advisors wish to come through on but it’s simply easier said than done. The most boring but perhaps important region is here with Bonds and Alternatives.

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Investments Investing Portfolio Assets 105

The Better Letter

NOVEMBER 2, 2023

He has never stated which funds he uses (as far as I can tell), suggesting his fans use one of his recommended financial advisors, who pay him for the privilege. Ramsey has often stated that his investments are allocated to four particular types of mutual fund: growth, growth and income, aggressive growth, and international.

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Certified Financial Planner Investing Investments Portfolio 98

Cordant Wealth Partners

AUGUST 25, 2021

no more than 10% or 15% in an individual security), here’s what I consider the real definition of what is too concentrated: If a major loss in your concentrated position breaks your financial plan, you are too concentrated. According to a 2014, J.P. Instead of some generic rule of thumb (e.g., For Illustrative purposes only.

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Portfolio Taxes Assets Investing 52

Indigo Marketing Agency

JANUARY 25, 2025

Samantha Russell Reason to Follow: Advocate for digital marketing innovation for advisors Samantha Russell, Chief Evangelist at FMG Suite, is a pioneer in digital marketing for financial advisors. With decades of experience, Bobs work is essential for advisors seeking to stay ahead of the curve and build thriving practices.

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Financial Advisor CFP Education Clients 52

Steve Sanduski

NOVEMBER 21, 2024

When I started this podcast back in 2014, there were very few podcasts, let alone podcasts for financial advisors. Even though I spend a lot of my time in teaching mode these days , podcasting helps me to keep learning and put what I learn into action. Play in an uncrowded field. Find your niche! Diversify your input sources.

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Financial Advisor Clients Investing Investments 59