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Weekend Reading For Financial Planners (June 15-16)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study found that advisory teams tend to have higher assets under management per advisor, serve wealthier clients on average, and have stronger growth than solo advisors, thanks in part to the efficiencies gained from (..)

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#FA Success Ep 345: Differentiating With Institutions And Ultra-High-Net-Worth Investors As A Serious Investment Firm, With Lori Van Dusen

Nerd's Eye View

Lori is the CEO of LVW Advisors, an independent RIA based in Pittsford, New York, that oversees more than $2 billion in assets under management for over 450 small-to-mid-sized institutions and ultra-high-net-worth families. Welcome back to the 345th episode of the Financial Advisor Success Podcast !

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Enhancing An Intriguing Pair Trade

Random Roger's Retirement Planning

Eric Crittenden who manages the Standpoint Multi Asset Fund (BLNDX) sat for a podcast with Matt Zeigler and Jason Buck. Combining stocks with managed futures creates what Eric has previously described as being an all-weather portfolio. Each portfolio is 60% S&P 500, 40% in the ticker symbol used to name the portfolios.

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3 Risk Reduction Strategies for Deferred Compensation Plans

Cordant Wealth Partners

In this post, we cover three ways you can reduce the risk you have in your deferred compensation plan (DCP) for those that have a substantial portion of their net worth tied up in deferred compensation. 409(a) Nonqualified Deferred Compensation plans present a fantastic way to defer taxes and build net worth.

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5 Facts You Need to Know About Your Retirement Plan

Getting Your Financial Ducks In A Row

It should be noted that some companies do not match your funds at any level in a plan. If you aren’t currently participating in your company’s 401(k) or other deferred compensation plan and they match your funds, you are throwing money away by not participating in the deferral arrangement. So, what should you do about this?

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Your Future, Your Way: Navigating Estate & Retirement Planning as an Investor

Zoe Financial

The platform itself does not offer financial advice Scenario-Based Guide: Hypothetical Investor Examples – Scenario 1: Linda, 68 — Planning for RMDs and Legacy Background : Linda holds a significant Traditional IRA and is approaching required minimum distributions (RMDs). Self-Assessment Checklist: Are You on Track?

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10 High-Income Tax Planning Strategies to Complete Before 2025: A Year-end Checklist

Harness Wealth

While it’s not always advisable to sell investments at a loss, it may make sense in your situation to consider selling underperforming assets, especially if you’re willing to invest in alternative assets that provide similar exposure without triggering a wash sale. Find your next tax advisor at Harness today.