Remove 2016 Remove Retirement Remove Retirement Planning
article thumbnail

The 2024 Kenneth Black Jr. Leadership Award Winner Is Mike McGlothlin

NAIFA Advisor Today

Mike McGlothlin , CFP, CLU, ChFC, LUTCF, NSSA, Executive Vice President, Retirement, at Ash Brokerage , is the 2024 recipient of the Kenneth Black Jr. Previously, he served terms on the FSP National Board of Directors from 2011 through 2016. Leadership Award.

Ethics 138
article thumbnail

From Unprofitable To $115M AUM: Reinventing A 2nd Generation Advisory Business By Finding The Right Niche

Nerd's Eye View

As owners of financial planning firms approach retirement, some may decide to sell to an external buyer, while others may plan for an internal succession. Sometimes, this succession plan can include the owner's child, providing an opportunity to keep the business in the family.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA

Wealth Management

The firm is led by Mark Ring and Dan Morrison, who founded the RIA in 2006 and joined the Carson community in 2016. Jacob William Advisory has proactively recruited next-generation advisors as part of its business continuity plan. California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B

article thumbnail

The “Art” of Market Timing

The Big Picture

When you get it wrong, it crushes your retirement plans. My own track record at making big calls is pretty damned good, but none of our clients wants me slinging around their retirement monies based on my gut instinct. But when they get market timing wrong, they lose subscribers. I sure as hell don’t want to either.

Marketing 304
article thumbnail

History of the Individual Retirement Arrangement (IRA history)

Getting Your Financial Ducks In A Row

In 1974, Congress passed the Employee Retirement Income Security Act (ERISA) that, among many other provisions, provided for the implementation of the Individual Retirement Arrangement. Amounts rolled over from employer retirement plans are entirely exempt. billion in the first year (1975). billion by 1981.

article thumbnail

The Super Bowl and Your Investments

The Chicago Financial Planner

Quoted in a Wall Street Journal article before the 2016 game, respected Wall Street analyst Robert Stoval said, “There is no intellectual backing for this sort of thing, except that it works.”. Approaching retirement and want another opinion on where you stand? Some notable misses for the indicator include: St. FINANCIAL WRITING.

Investing 184
article thumbnail

Five Things to do During a Stock Market Correction

The Chicago Financial Planner

As Aaron Rodgers told the fans in Green Bay after the Packers bad start in 2016, relax. Smart investors factor this into their plans and don’t overreact. Approaching retirement and want another opinion on where you stand? Financial coaching focuses on providing education and mentoring on the financial transition to retirement.