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Weekend Reading For Financial Planners (December 21–22)

Nerd's Eye View

Senate appears poised to pass legislation that would eliminate the long-established WEP and GPO provisions and increase the Social Security benefits of many state and local workers in the process From there, we have several articles on investment planning: While index funds are often viewed as 'passive' investments, advisors can add value for their (..)

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Weekend Reading For Financial Planners (November 23–24)

Nerd's Eye View

Also in industry news this week: Why the announced acquisition of RIA custodian TradePMR by retail brokerage firm Robinhood could prove to be a boon for RIAs on TradePMR's platform, who could receive a wave of referrals from Robinhood's massive base of next-generation retail clients How Morningstar is cutting the "Medalist Ratings" of thousands of (..)

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Weekend Reading For Financial Planners (December 28–29)

Nerd's Eye View

The report suggests this might be due in part to increased RIA valuations and the assumption of some firm founders that next-generation employees won't be financially able to buy out the firm from them, though additional data indicates that many firms don't have career paths in place that could help next-generation advisors envision their path to firm (..)

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Simplifying Portfolio Hedging

Random Roger's Retirement Planning

You're 81 and been taking income from your portfolio for 15 years, what matters to you more, that you can continue to take what you need from your portfolio or that four year run in your mid-50's when you beat (or lagged) the market? If you're 81 and can no longer meet your income need from your portfolio, that is what matters.

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At The Money: How to Spend Your Money in Retirement

The Big Picture

Um, and he’ll proudly say I only spend 2% of my portfolio per year, whatever the value is. Portfolio’s, high watermark to think, well, if it’s here, I never wanna see it go lower. So we’re talking about spending in retirement and, but we have yet to talk about drawing down portfolios. You can get, uh, a.

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How to invest in real estate with only 500 rupees?

Trade Brains

These companies manage profitable real estate portfolios across various sectors. Portfolio Diversification: Through REITs, investors gain exposure to various property types. Diversification across multiple REITs is crucial to minimise risk and build a resilient portfolio that can withstand market fluctuations. What are REITs?

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4 Ways And 5 Charts To Talk Tariffs With Clients With Empathy And Strategy

Nerd's Eye View

In this article, James Liu, CEO of Clearnomics, and Sydney Squires, Senior Financial Planning Nerd, address how advisors can navigate tariff-related conversations by leading with empathy, listening carefully to clients' concerns, and framing the conversation in a way that helps clients feel calm and grounded.

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