Nerd's Eye View

APRIL 2, 2025

For many financial advisors, a core part of the retirement planning process involves simulating whether the client's assets will last through retirement. One way that advisors can help bridge this gap is by using Historical Market Visualization (HiMaV) as a more intuitive alternative for illustrating retirement income strategies.

Retirement

Wealth Management

JUNE 26, 2025

For more information, visit: [link] See more from Jason Diamond Louis Diamond CEO, Diamond Consultants Louis has guided many of the top teams in the industry as they’ve transitioned to other employee-model firms or launched RIA firms. Jason is a graduate of Emory University in Atlanta, Ga. with a Bachelor of Business degree in finance.

Financial Advisor

The Big Picture

APRIL 28, 2025

History informs us that when US markets get slashed by 56%, it creates a very advantageous entry point into equities for fresh capital. Plus bonds down 15% – the first double-digit drop for both asset classes in 4 decades. In October 2009, I called the move off the lows The Most Hated Rally in Wall Street History.

Risk Management

Random Roger's Retirement Planning

FEBRUARY 8, 2025

Barron's had a very quick look at the recent popularity of private assets to try to figure out whether investors should wade into the space. Another snippet from Barron's was the suggestion from Thad Davis of Aureus Asset Management to allocate 7% of a portfolio to private credit to get a 7% spread over SOFR which works out to 11-12%.

Assets

Trade Brains

JUNE 29, 2025

The government just unveiled its second major digital asset policy statement. This includes digital asset service providers and exchanges. Officials explore asset tokenisation. They will examine tokenising real-world assets and financial instruments. Tokenization Worldwide interest in tokenising assets is exploding.

License

Wealth Management

JULY 31, 2025

Wealth managers will play a considerable role in helping current asset holders plan and facilitate this unprecedented reallocation of wealth. Ensuring AI systems comply with regulations like the General Data Protection Regulation (GDPR) is paramount for safeguarding client information and protecting client confidentiality.

Wealth Management

Wealth Management

JULY 15, 2025

True North Expands in SF by Alex Ortolani Jul 15, 2025 3 Min Read Investment Related Topics Alternative Investments Digital Assets Equities ETFs Fixed Income Investing Strategies Mutual Funds Real Estate SMAs Recent in Investment See All Alternative investment visualization with stacks of coins and percentage signs.

Clients

Darrow Wealth Management

MARCH 3, 2025

Because of these differences, stocks and bonds accomplish different things in an asset allocation. But it helps illustrate the importance of diversifying within an asset class like fixed income. Morgan Asset Management. But correlations shift over time and within the asset class itself. Morgan Asset Management.

Risk Tolerance

Tobias Financial

JUNE 18, 2025

At Tobias Financial Advisors, the security of your assets and peace of mind are of utmost importance. Cryptocurrency Investment Scam In this scenario, individuals posing as cryptocurrency “mentors” or experts build trust by offering to help open investment accounts in Bitcoin or other digital assets. Verify identities independently.

Financial Advisor

Diamond Consultants

DECEMBER 18, 2024

There is so much information out there and so many varying and often conflicting perspectives that an advisor might rightfully feel paralyzed by indecision, uncertainty, and data overload. Its critical to be armed with accurate and timely information. Many big firms report some scary data around advisor asset portability.

Recruitment

Abnormal Returns

JULY 29, 2025

alphaarchitect.com) Every asset is risky: pick your poison. mrzepczynski.blogspot.com) ETF flows are not all that informative. Behavior Research shows people seek out confirming evidence, not the actual truth. papers.ssrn.com) People love lottery-like payoffs. mrzepczynski.blogspot.com) Comparing global vs. country models for equities.

Portfolio

Darrow Wealth Management

FEBRUARY 9, 2025

When investing in dividend stocks, bonds, or funds, a higher dividend yield may make an asset look more attractive, but this metric alone doesn’t make a worthwhile investment. In another words, if your asset allocation is 60% stocks and 40% bonds, the current weighted average yield is 2.19%. Also consider state tax implications.

Retirement

Clever Girl Finance

DECEMBER 23, 2024

Protect your business Your business is your livelihood, so safeguarding it is a critical part of financial planning: Form an LLC An LLC (Limited Liability Company) separates your personal assets from your business liabilities, protecting you legally. Regularly back up your files to prevent data loss. Expert Tip: Plan ahead!

Budgeting

Midstream Marketing

OCTOBER 30, 2024

As time goes on, these clients often allow their advisor to manage even more of their assets. Why Referrals Matter More Than Ever in the Digital Age In today’s online world, people receive a lot of information. Clients who come from referrals tend to stay with a financial advisory practice for many years.

Financial Advisor

Million Dollar Round Table (MDRT)

APRIL 20, 2025

So, I reward clients based on their actions that benefit my business, not simply because of their assets under management. If theyre interested, clients will ask for more information. When that happens, clients will bring in referrals because they want to, not because you asked. One way I do this is through my advocates club.

Clients

Yardley Wealth Management

AUGUST 20, 2024

By spreading your investments across different asset classes, sectors, and geographic regions, you can minimize the impact of downturns in any one area of the market. Rebalance Regularly: Market volatility can cause your asset allocation to drift away from your target mix of investments. Click here and contact us for more information.

Financial Planning

Wealth Management

JULY 2, 2025

An AI agent observes your behavior, interprets unstructured notes, and programmatically updates the CRM with relevant action items, family data, asset allocation, and risk metrics—all without middleware. This content is intended for informational purposes only and does not constitute legal, investment, or financial advice. No problem.

Wealth Management

Harness Wealth

JULY 31, 2025

With major shifts in tax brackets, standard deductions, and digital asset reporting, firms will need to rethink how they serve clients across income levels and asset classes. Digital asset reporting requirements The 2025 tax year brings a major shift in how digital assets are reported.

Taxes

Harness Wealth

JULY 31, 2025

Entity structure decisions at company inception significantly impact QSBS qualification , with C corporation status and monitoring asset values being particularly important. To qualify, your shares must come from a domestic C corporation with less than $50 million in gross assets when you acquired the stock.

Taxes

Carson Wealth

JULY 16, 2025

Asset allocation, ETFs, yield curves…What does it all mean? Risk tolerance and asset allocation? Asset Allocation Asset allocation is how you spread your investments across different categories, like stocks, bonds, and cash. Rebalancing often involves selling overperforming assets and buying underperforming ones.

Investing

Trade Brains

JULY 3, 2025

“Our shared aim is establishing standardised infrastructure,” stated Keerthi Moudgal, Kinexys Digital Assets’ Head of Product. Moudgal emphasised enhancing information and price transparency. Secure registry access mechanisms will also undergo thorough evaluation.

Assets

Nerd's Eye View

JANUARY 14, 2025

Michelle is the Founding Principal of Paradigm Advisors, an RIA based in Dallas, Texas, that oversees approximately $110 million in assets under management for 80 client households. My guest on today's podcast is Michelle Underwood Gass.

Financial Planning

Harness Wealth

APRIL 30, 2025

When you understand various exit strategies and their tax implications early, you position yourself to make informed decisions that maximize after-tax value while ensuring a smooth transition. These foundational steps inform critical decisions about growing enterprise value and selecting optimal exit timing.

Taxes

Harness Wealth

APRIL 17, 2025

Insurance and financial fee deductions Insurance represents a necessary expense for protecting your business assets and operations, with premiums for various types of coverage qualifying as fully deductible business expenses. To maximize tax benefits while maintaining healthy cash flow, businesses should thoroughly understand these options.

Taxes

Nerd's Eye View

APRIL 16, 2025

A rapid sequence of policy announcements and reversals has created volatility across nearly every asset class, with the S&P 500 falling to near-bear-market levels before rebounding sharply. The White House's tariff policies have dominated headlines in recent weeks, raising concerns among investors, consumers, and businesses.

Clients

Harness Wealth

APRIL 4, 2025

We also break down the latest developments in Beneficial Ownership Information (BOI) reportingwhile requirements have been temporarily lifted for domestic entities, foreign companies remain affected. Transfer Pricing: The C-suite Needs to be Informed ( Steven C. billion in assets tied to criminal activity, and obtain $1.4

Taxes

Nerd's Eye View

DECEMBER 2, 2024

This month's edition kicks off with the news that the retail brokerage platform Robinhood is acquiring RIA custodian TradePMR, which appears to be less about Robinhood wanting to compete with the likes of Schwab and Fidelity in the custodial space and more about keeping the assets of its wealthier customers "on-platform" by giving them referrals to (..)

Clients

Zoe Financial

JUNE 18, 2025

Financial literacy isn’t just about knowing technical jargon—it’s about applying principles that support informed financial decision-making. Identifying expenses makes it easier to make informed choices that align with financial priorities. What is Financial Literacy?

Insurance

Wealth Management

AUGUST 4, 2025

Fred Barstein , Founder and CEO , The Retirement Adviser University August 4, 2025 6 Min Read American Stock/ClassicStock/Archive Photos/Getty Images As the Department of Labor issues a request for information in preparation for its report to Congress on the state of pooled employer plans after SECURE 1.0 2% of DC assets.

Estate Planning

Harness Wealth

NOVEMBER 12, 2024

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.

Tax Planning

International College of Financial Planning

MARCH 12, 2025

What to Do Instead: Stick to fundamentals: Learn about asset allocation, risk management, and diversification before investing. But many jump into stocks, crypto, or NFTs without understanding risk, diversification, or asset allocation. Many influencers dont have professional financial expertise; theyre just good at marketing.

Financial Planning

Wealth Management

JUNE 20, 2025

Advisors can customize the application to convey pretty much any type of data or information clients or prospects might want. We have a serious communication problem in the industry, and it can be really hard to get hold of clients,” he said, noting that with his technology, advisors can see their clients go to the app every day.

Wealth Management

Nerd's Eye View

APRIL 8, 2025

Seth is the founder of Heartwood Financial Planning, an advisory firm affiliated with PlanMember Securities Corporation that is based in Fresno, California, and oversees approximately $100 million in assets under management for 850 client households.

Financial Planning

Advisor Perspectives

JUNE 3, 2025

New research connects intensifying natural perils to their future implications for asset classes.

Investing

Harness Wealth

JULY 14, 2025

Alternative investments encompass a broad range of assets beyond traditional stocks, bonds, and cash. Cryptocurrencies and digital assets: Decentralized digital or virtual currencies and other digital representations of value using cryptography. What are tax-efficient alternative investment structures?

Taxes

Wealth Management

JUNE 10, 2025

Reassess Your Team’s Role Your team is one of your most critical assets—and often one of the most overlooked areas in a mid-year evaluation. If you find more friction than momentum, it may be time to rethink what’s possible — not to chase change, but to ensure you’re set up to thrive.

Wealth Management

Harness Wealth

JANUARY 10, 2025

Internal Revenue Code (IRC) allows businesses to deduct the full purchase price of certain depreciable assets, including vehicles, in the year of purchase rather than depreciating them over time. Cryptocurrency may be a relatively new way to earn or trade money, however, the IRS has clear rules that apply to digital assets.

Taxes