eMoney Advisor

MARCH 21, 2023

When surveyed in 2020 after the onset of the COVID-19 pandemic, advisors indicated that 85 percent of their clients who had a financial plan felt more prepared to weather market volatility than those who did not. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice. link] 3 Kagan, Julia.

Financial Planning 72

Financial Planning Planning Marketing Marketing 72

Zoe Financial

NOVEMBER 27, 2023

If you look at the VIX index, which measures volatility for stocks, it is now at 12.5 – lowest level since January 2020. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances.

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52

eMoney Advisor

JANUARY 12, 2023

Volunteer Income Tax Assistance (VITA) or Tax Counseling for the Elderly (TCE). Website: irs.gov/individuals/irs-tax-volunteers. Volunteers say: “I have had a wonderful experience doing VITA—preparing income taxes for mid- and low-income members of my community. Best for: All financial professionals.

Financial Planning 107

Financial Planning Planning Financial Planner CFP 107

Random Roger's Retirement Planning

MAY 4, 2024

Portfolios 2 and 3 lagged badly in 2020 but that corrected in 2022. GTAA was of course managed actively, the static assumption is just for this blog post. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Portfolio 65

Portfolio Management Taxes Assets 65

eMoney Advisor

FEBRUARY 8, 2023

In late 2020, the SEC modernized the principles that govern the marketing and communications of financial services. Blog Including a blog on your website opens the door to sharing an endless variety of pertinent information with clients and prospects. Sources: 1 2020 eMoney Consumer Marketing Survey, September 2020, n=2,000.

Marketing 81

Marketing Marketing Clients Certification 81

eMoney Advisor

DECEMBER 27, 2022

In 2020, The Advisor Channel (founded by partners New York Life Investments and Visual Capitalist) created a hierarchy that categorizes financial needs and demonstrates how wealth management plays an important role in financial health. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice.

Financial Planning 78

Financial Planning Planning Wealth Management Clients 78

Random Roger's Retirement Planning

APRIL 9, 2024

Bob Elliott who runs the Unlimited HFND Multi-Strategy Return Tracker ETF (HFND) wrote a blog post that could be summed up as diversifying your diversifiers but anchoring your alts bucket around managed futures will get the best result. Picture retiring in 2010 versus 2020. This is in the neighborhood of sequence of return.

Management 91

Management Retirement Planning Portfolio Retirement 91

Random Roger's Retirement Planning

JANUARY 22, 2024

Part of how I described them in blog posts and explained them to clients back then was that they should go up when markets go down. Above is a good example of what I mean from the Pandemic Crash in 2020. I wrote plenty about inverse funds and gold back then and used inverse funds in the Financial Crisis and they helped.

Portfolio 65

Portfolio Accounting Clients Portfolio Management 65

Integrity Financial Planning

OCTOBER 17, 2022

There are rules and regulations that can help you avoid higher taxes and penalty fees and help you structure your income to minimize taxes. If you are retired or have terminated employment and still have funds in your 401(k) plan, you can access them at age 59 ½ and pay no early withdrawal penalty tax. 1] Smart Asset.

Retirement 95

Retirement Accounting Retirement Planning Distribution 95

eMoney Advisor

FEBRUARY 7, 2023

They’re active on social networks, podcasts, and blogs that I hope you will connect with and follow. Since 2020, the program has provided an entry point to the profession for Black and Latinx individuals. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice. Approximately 1.9

Financial Planning 78

Financial Planning Planning Financial Planner CFP 78

Sara Grillo

FEBRUARY 23, 2024

That is why I wrote this blog about financial advisor technology tips for those who are not the best with things computer-related. The screenshots below from Google Trends shows the trends for the term “taxes 2021” as of December 13, 2020. I’m not gonna lie – I’m a tech moron.

Financial Advisor 52

Financial Advisor Media Assets Accounting 52

Zoe Financial

JULY 24, 2023

This would mark the largest earnings decline reported by the index since Q2 of 2020. Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Analysts are predicting earnings growth of 0.1

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Good Financial Cents

JANUARY 6, 2023

Start a Blog . You can begin investing with Fundrise with as little as $10, and the company’s investors saw average returns of 7.31% in 2020 and 22.99% in 2021. This retirement account lets you invest with after-tax dollars, meaning you don’t get a tax benefit upfront. Start a Blog. Open a Roth IRA.

Investing 91

Investing Investments Accounting Certification 91

Validea

SEPTEMBER 12, 2022

And there are several points made in the article as to why markets may be losing faith: the Pound Sterling fell to its lowest mark since 1985, below even the low it hit in 2020, with musings of “dollar parity” being bandied about. Yet appeared first on Validea's Guru Investor Blog. The post Markets Haven’t Lost Faith in the U.K

Marketing 59

Marketing Marketing Government Taxes 59

Zoe Financial

APRIL 21, 2023

According to the Morgan Stanley Institute for Sustainable Investing , “the vast majority of asset managers and owners (77%) reported an increase in ESG investing interest since May 2020, driven by shifting public sentiment, regulatory developments, and pressures from clients and investors.”

Investing 40

Investing Investments Risk Tolerance Government 40

Validea

DECEMBER 7, 2022

Tax Loss Harvesting. Whatever you do, tax loss harvesting can help manage tax labilities in the future so it’s worth looking at what you can harvest today for the benefits of tomorrow. Furthermore, the SECURE Act of 2020 changed a number of things with required minimum distributions. RMD Updates.

Accounting 52

Accounting Distribution Portfolio Taxes 52

eMoney Advisor

MARCH 22, 2023

And 60 percent of young investors (ages 18–34) began investing after 2020. DISCLAIMER: The eMoney Advisor Blog is meant as an educational and informative resource for financial professionals and individuals alike. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice.

Financial Advice 84

Financial Advice Clients Financial Planning Assets 84

Validea

MARCH 9, 2023

Occidental won the bidding war, but Anadarko’s debt nearly caused Occidental to collapse in 2020 amid plunging gas prices. And while the Berkshire preferred redemption will make a dent on Occidental’s returns, the company is in good standing after likely earning about $10 billion after taxes for 2022, the article contends.

Taxes 52

Taxes Investing Investments 52

Good Financial Cents

DECEMBER 22, 2022

2020: 16.26%. From there, you’ll pay a 0.25% annual investing fee to access multiple portfolio options, advanced tax-savings tools, automatic portfolio rebalancing, and other perks. While not always the case, some states even offer tax breaks for contributing to a 529 plan. 2019: 28.88%. 2018: – 6.24%. 2017: 19.42%.

Investing 108

Investing Investments Risk Tolerance Accounting 108

Nerd's Eye View

JULY 17, 2023

Accordingly, in 2020 the North American Securities Administrators Association (NASAA) introduced a Model Rule for the first-ever CE obligation for Investment Adviser Representatives (IARs) to maintain their Series 65 license after initially obtaining it.

Ethics 175

Ethics Financial Advice CFP Financial Advisor 175

eMoney Advisor

FEBRUARY 9, 2023

You can build trust and credibility by educating them with content applicable to them and their situation such as podcasts, videos, seminars, and blogs, but be sure to make yourself available when they have questions. ” Fidelity, 2020. As we mentioned, they’re finding the generic content online everywhere. Sources: 1.

Financial Planning 95

Financial Planning Clients Planning Education 95

eMoney Advisor

NOVEMBER 17, 2022

1 Even after Americans’ collective experience of loss during the 2020 onset of the pandemic, we resist thinking about our own mortality. DISCLAIMER: The eMoney Advisor Blog is meant as an educational and informative resource for financial professionals and individuals alike. A bit less than half of U.S. ” June 23, 2021.

Estate Planning 92

Estate Planning Financial Planner Planning CFP 92

eMoney Advisor

FEBRUARY 16, 2023

If the services you currently provide focus on investment management and basic financial planning, advice related to estate planning and settlement, wealth transfer, and tax planning are good value-added services to investigate. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice.

Financial Planning 75

Financial Planning Clients Planning Estate Planning 75

James Hendries

NOVEMBER 26, 2022

billion to nonprofits and community organizations on #GivingTuesday in 2021, a 6% increase from 2020. Ideally, at the beginning of every year – with your financial professional – you would map out a plan to maximize the tax benefits of your giving. And according to GivingTuesday.org, the giving in the U.S. alone totaled $2.7

Charitable Planning 52

Charitable Planning Nonprofit Taxes Planning 52

Walkner Condon Financial Advisors

JULY 27, 2023

It’s a busy job managing our online presence through our website, newsletters, blog posts, our podcasts, and YouTube videos. Schwab / TD Ameritrade Merger TD Ameritrade was acquired by Charles Schwab and the deal was completed in October 2020. ★★★★★ Thanks for taking the time to read up on our updates!

Executive Compensation 52

Executive Compensation Clients Communication Education 52

Random Roger's Retirement Planning

DECEMBER 26, 2023

Kris Abdelmessih took down covered call ETFs in a short but comprehensive blog post. The max drawdown for Portfolio 2 occurred during the 2020 Pandemic Crash and you can see it fell about half as much during that event and as mentioned, it was up in 2022. Unlike the funds we looked at the other day, this back test goes back pretty far.

Portfolio 61

Portfolio Accounting Retirement Marketing 61

Random Roger's Retirement Planning

SEPTEMBER 13, 2023

This has been my approach and one of the fun things about blogging is playing around with different ideas to see if/how I can improve on my approach. It was competitive, performance wise in 2020 and 2021 and due to being underweight mega cap tech it is lagging by a lot this year. And the year by year.

Portfolio 52

Portfolio Accounting Financial Planning Taxes 52

Steve Sanduski

JUNE 3, 2022

compounded per year for the last 5 years ending 2020. compounded per year for the 5 years ending 2020. Operating profit margin (total revenue minus all expenses including owner pay at “replacement cost” and excluding interest and taxes) averaged about 30% in 2020. Revenue growth has averaged approximately 7.5%

Financial Advisor 52

Financial Advisor Numbers Sales Taxes 52

eMoney Advisor

MAY 24, 2023

Building Blocks of Company Culture Although our organization successfully pivoted from on-site to hybrid at the beginning of 2018 and to fully remote with the option for in-office days in early 2020, it’s my belief that none of these changes would have been possible without a positive cultural framework.

Communication 52

Communication Consulting Education Taxes 52

Clever Girl Finance

OCTOBER 7, 2022

And 2020 brought a staggering loss of over 33.5 In a quote often attributed to Ben Franklin , he said: “ In this world, nothing can be said to be certain, except death and taxes.” Businesses will continue to need accountants as long as the tax system exists. In fact, let's look at recent history. million jobs. Social worker.

Healthcare 97

Healthcare Education Transportation Medical 97

AdvisorPR

AUGUST 10, 2020

From a global pandemic to seismic movements against social injustices, the vast and numerous headlines of 2020 have sent shockwaves across every aspect of daily life. In my previous blog , I shared ways to brainstorm and prioritize the immediate needs and concerns of your clients and prospects.

Risk Tolerance 52

Risk Tolerance Media Clients Advertising 52

Indigo Marketing Agency

JULY 1, 2020

It’s always scary asking clients how we’re doing, but I’m pleased to say that the results of our 2020 Client Survey were overwhelmingly positive! The creation of my new webinar and my renewed focus on using life insurance for tax-efficient wealth transfer planning.”. You help with my blog posts and digital footprint.”.

Clients 52

Clients Marketing Marketing Financial Advisor 52

Walkner Condon Financial Advisors

JUNE 2, 2023

Alicia’s Experience One of my earliest experiences when I first decided to get into financial planning was participating in the Financial Planning Association’s Externship Program in the summer of 2020. Hannah put together a varied and diverse group of speakers that both inspired and directed my future path in financial planning.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Good Financial Cents

NOVEMBER 16, 2022

If you’re comparing real estate returns vs. index funds or other stock market investments, you should also know that Fundrise investors achieved a return of 7.31% in 2020, followed by 22.99% in 2021. This retirement account lets you invest with post-tax dollars, and your money grows tax-free over time.

Investing 59

Investing Investments Accounting Risk Tolerance 59

Walkner Condon Financial Advisors

MAY 12, 2023

It’s a busy job managing our online presence through our website, newsletters, blog posts, our podcasts, and YouTube videos. Schwab / TD Ameritrade Merger TD Ameritrade was acquired by Charles Schwab and the deal was completed in October 2020.

Executive Compensation 52

Executive Compensation Clients Communication License 52

eMoney Advisor

FEBRUARY 14, 2023

In 2020, my wife Megan and I became The Money Couple, offering couples financial workshops, a money and marriage podcast , assessments, and card decks that help uncover deeply held values and build better spending habits. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice.

Financial Planning 40

Financial Planning Planning Communication Clients 40

Gen Y Planning

AUGUST 1, 2023

When you rent you aren’t responsible for paying property taxes and don’t have to worry about general maintenance costs such as servicing the HVAC system, repaving the driveway, cleaning the gutters, etc. In 2020 or 2021, you took advantage of a 3% mortgage rate and bought a home or refinanced your previous mortgage to reduce monthly payments.

Insurance 98

Insurance Retirement Clients Financial Advice 98