Nationwide Financial

DECEMBER 6, 2022

When it comes to market risk, over half of investors we surveyed reported having existing plans to help manage these risks. However, there is a significant gap between men and women in these preparations; 70% of men said they have a strategy in place to help protect their assets against market risk, compared to only 51% of women.

Clients 98

Clients Retirement Economics Planning 98

WiserAdvisor

JANUARY 8, 2023

A lot of investors use the New Year to review their portfolios, change asset allocations, and prepare for the coming months. This is the right time to find out about future investment trends and concerns that may impact you financially. Regular investments include asset classes like stocks, bonds, and cash.

Financial Advisor 52

Financial Advisor Investing Investments Portfolio 52

WiserAdvisor

JANUARY 23, 2024

For instance, events like a market downturn in June 2013 allowed some services to capture losses promptly, providing tax savings for clients. It is crucial to note that tax-loss harvesting is not about avoiding certain asset classes that are not doing well.

Financial Advisor 52

Financial Advisor Risk Tolerance Communication Taxes 52

Sara Grillo

SEPTEMBER 26, 2022

It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financial markets. That lead him to start Quest Asset Management, with the novel idea of putting investor interests first as a fiduciary, which was practically unheard of at the time. billion.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59