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Weekend Reading For Financial Planners (January 25–26)

Nerd's Eye View

Nonetheless, given the scale and brand awareness of the wirehouses, and as their own use of fee-based models increases (as opposed to primarily relying on commissions from selling products), competition for clients (and advisors) will likely remain stiff going forward, even amidst the favorable trends for RIAs Also in industry news this week: A recent (..)

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Financial Planning Mistakes You’re Probably Making (And What to Do Instead)

International College of Financial Planning

Heres how to avoid them (without giving up your weekend plans or your love for good coffee). Why This Is a Problem: Future youwho needs a house, financial security, and maybe even early retirementmight resent past you for not planning ahead. Why This Is a Problem: Many BNPL plans dont feel like debt but they are.

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Customizing Your Investment Portfolio: The Role of Bespoke Solutions

Carson Wealth

Diversification and Asset Allocation But exactly how is the appropriate balance of risk and reward created in a portfolio? Clearly, this could be catastrophic, making it a poor risk management strategy for anyone. The degree of detailed strategy for selecting and updating investments.

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Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility

Yardley Wealth Management

The post Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility appeared first on Yardley Wealth Management, LLC. Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility Introduction: Market volatility is a fact of life for investors.

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Waterfall Wealth Management: A Strategic Approach

Yardley Wealth Management

We’ll also explore the role of income tiers, provide real-world case studies, and highlight key considerations when implementing this strategy in your financial plan. Waterfall wealth management simplifies the process by categorizing financial goals into priority levels. While effective, they often lack a prioritization system.

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6 Ways to Manage Concentrated Stock Positions

Darrow Wealth Management

If one stock makes up more than 10% of your overall asset allocation, it’s probably too much. A diversified portfolio is the cornerstone of a risk-adjusted investment strategy. Since single stocks don’t move like the broader market, you’re exposed to much greater risk.

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Warren's Wisdom

Random Roger's Retirement Planning

By now you've heard that Warren Buffett plans to step down at the end of the year. The more someone trades, the more they are fighting that natural inertia other than proper asset allocation targets and mitigating sequence of return risk when relevant. Pivot to Rick Rieder from Blackrock being interviewed by Barron's.