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Active vs. Passive Investing: Which Strategy is Right for You?

Your Richest Life

For example, research from S&P Global found that over the 20-year period ending in 2022, only about 4.1% But in general, the lower fees and more consistent performance makes passive investing a better option for the average investor. of professionally managed portfolios in the U.S. consistently outperformed benchmarks.

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Why Gen 2 Advisors Are a Flight Risk

Wealth Management

He also signed up with APFORIA, a platform for independent, fee-only advisors with a focus on military clients that helps with compliance and other business operations. Cohen built the firm up over the years as a Kestra affiliate, eventually selling to Bluespring in 2022.

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Transcript: Jonathan Clements

The Big Picture

I mean, these sort of traditional brokers were much slower to adopt ETFs than, you know, fee only financial advisors. I did it during the coronavirus collapse in 2020, and I did it again in 2022. I’m curious as to what you witnessed. 00:11:44 [Speaker Changed] So you’re right. It’s, it’s a temporary move.

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Weekend Reading For Financial Planners (Jan 21-22)

Nerd's Eye View

While it remains to be seen whether the measures will actually be enacted, proposed measures include raising income and capital gains tax rates, instituting wealth taxes, and reducing the state estate tax exemption, potentially creating future planning opportunities for advisors with clients in those states. Read More.

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Weekend Reading For Financial Planners (April 6-7)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that customer arbitration claims related to the SEC's Regulation Best Interest (Reg BI) nearly doubled between 2022 and 2023, suggesting that greater awareness among investors of the increased standards for broker-dealers and their (..)

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Our Top Blogs of 2022 for Independent Financial Advisors

XY Planning Network

As 2022 comes to a close, we rounded up our top 10 most-viewed blogs published this year. 5 MIN READ. Over the past year, we've published articles written with one purpose in mind: to help independent financial advisors be successful.

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Your 2022 Tax Year In Review From Your Team At XY Tax Solutions

XY Planning Network

So much occurred in 2022, and we're excited (and anxious) to see what 2023 has in store! 4 MIN READ. Another year has come and gone in what feels like a blink of an eye.

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