WiserAdvisor

JUNE 13, 2025

Keeping it safe, growing it wisely, and using it to support your future takes careful planning. Yet even the best financial plans can stumble. By spreading your investments across different asset classes like stocks, bonds, real estate, and alternatives, you reduce the impact of any one market struggling.

Estate Planning 59

Estate Planning Taxes Retirement Healthcare 59

Yardley Wealth Management

FEBRUARY 4, 2025

From maximizing deductions to managing capital gains, we’ll cover everything you need to know about smart tax planning. It’s triggered by large deductions, multiple dependents, or significant capital gains, requiring careful planning of deductions and income recognition. Click here and contact us for more information.

Taxes 52

Taxes Wealth Management Healthcare Retirement 52

International College of Financial Planning

JULY 11, 2025

It calls for the ability to connect the dots – between economic events, investor psychology, personal goals, and long-term asset behaviour. The CFP® program isn’t just about mastering technical modules on investment planning, taxation, retirement, or insurance. It builds a mindset.

CFP 40

CFP Financial Planner Certification Marketing 40

International College of Financial Planning

JULY 2, 2025

The Certified Financial Planner (CFP) certification is widely regarded as the gold standard in personal financial planning. It is awarded globally by the Financial Planning Standards Board (FPSB). Retirement and Tax Planning Specialist – Covers retirement income strategies, tax optimisation, and goal-based planning.

Financial Planner 40

Financial Planner CFP Certified Financial Planner Certification 40

WiserAdvisor

MAY 29, 2025

A long-term perspective allows you to ride out market volatility, avoid impulsive decisions, and benefit from the natural growth of your investments over time. Time is another valuable asset in wealth building that allows you to benefit from the magic of compounding. Remember that true wealth isnt built overnight but over time.

Accounting 59

Accounting Wealth Accumulation Investments Investing 59

Trade Brains

JULY 17, 2025

The article exposes the best-performing small-cap, mid-cap, and thematic funds in 2025 with their performance measures, plus the importance of a long investment horizon and risk knowledge. Key Indicators to Pay Attention to Assets Under Management (AUM): AUM reflects the amount of assets the fund has as well as manages.

Risk Tolerance 59

Risk Tolerance Portfolio Assets Asset Allocation 59

Wealth Management

JUNE 11, 2025

Whether clients support the policies with cash gifts or split-dollar, the discussion of options will necessarily involve a combination of insurance planning, tax planning, income and gift tax-oriented wealth transfer planning and investment planning. Charles L.

Wealth Management 165

Wealth Management Insurance Estate Planning Clients 165

Trade Brains

JUNE 30, 2025

The 20 th century has seen a rise in numerous investment options, among these the gilt mutual funds (MFs) have emerged as one of the most reliable investment plans. Gilt funds primarily invest in government securities, which are issued by the Reserve Bank of India (RBI).

Portfolio 52

Portfolio Government Taxes Planning 52

Yardley Wealth Management

SEPTEMBER 10, 2024

The post Investing for Retirement: Strategies for Long-Term Success appeared first on Yardley Wealth Management, LLC. Investing for Retirement: Strategies for Long-Term Success Introduction Investing for retirement is a journey that demands careful planning, patience, and discipline. What lifestyle do you envision?

Retirement 40

Retirement Risk Tolerance Investing Investments 40

Nerd's Eye View

MAY 2, 2025

a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading! a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading!

Financial Planner 179

Financial Planner CFP Financial Advisor Retirement 179

Tobias Financial

NOVEMBER 4, 2024

But should elections influence long-term investment decisions? We would caution investors against making changes to a long-term plan in a bid to profit or avoid losses from changes in the political winds. It is for information and planning purposes only. On the contrary, it may lead to costly mistakes.

Marketing 52

Marketing Marketing Asset Allocation Commission 52

Carson Wealth

JUNE 9, 2025

The good news is we do anticipate the US may play catch up the rest of 2025, but big picture, this is a global bull market and investors are being rewarded for being in risk assets. Congrats again to the Dow on an amazing run and to all the investors over the years who have benefited by sticking to their investment plans.

Economics 69

Economics Marketing Marketing Economy 69

SEI

JULY 15, 2025

Asset management Connecting investors to what matters most, so they can achieve their goals and make confident decisions. 1031 exchanges and qualified opportunity Funds (QOFs) share some foundational features: Capital gains deferral : Both allow deferral of gains from the sale of prior investments. Key similarities. Key differences.

Investing 52

Investing Investments Taxes Wealth Management 52

Carson Wealth

APRIL 23, 2025

A Gentle Reminder that Youve Planned for This The fears and worries are real, but there are some positives out there as well. Stick with your plan. As great as gold has done (and it has been a tremendous noncorrelated asset in 2025), it is historically stretched. isnt the way to reach long-term investment goals.

Transportation 72

Transportation Investing Investments Planning 72

Trade Brains

JUNE 13, 2025

May 2025 marked a significant milestone in the country’s investing journey, as Systematic Investment Plans (SIPs) continued their record-breaking streak. What used to be a tool for the financially savvy urban elite has now become India’s favorite way to invest. lakh crore in May, up from ₹13.89 lakh crore in April.

Investing 52

Investing Investments Investment Planning Accounting 52

Abnormal Returns

MARCH 26, 2025

podcast.moneywithkatie.com) Investing Everyone needs an investing plan, even a mediocre one. awealthofcommonsense.com) Asset location matters, but doesn't come without tradeoffs. (peterlazaroff.com) Dan Harris talks with Jordan Harbinger about how to network in a non-icky way.

Financial Planner 147

Financial Planner Investment Planning Retirement Portfolio 147

Trade Brains

JULY 9, 2025

Since the company has already seen cost and schedule overruns for the 800-MW Parbati II and 2,000-MW Subansiri Lower projects, it is vulnerable to project execution and funding-related issues when considering substantial capital expenditure plans in the hydro and renewable segment. It operates in two union territories and fifteen states.

Numbers 52

Numbers Certification Assets Commission 52

Abnormal Returns

MARCH 31, 2025

Strategy How can you better stay the course with your investment plan? blogs.cfainstitute.org) Blackrock Blackrock ($BLK) CEO Larry Fink wants you to buy more private assets. blogs.cfainstitute.org) Blackrock Blackrock ($BLK) CEO Larry Fink wants you to buy more private assets. optimisticallie.com) Fintwit is dead.

Investment Planning 130

Investment Planning Media Economy Economics 130

Abnormal Returns

FEBRUARY 12, 2024

Podcasts Brendan Frazier talks with Sten Morgan, the founder of Legacy Investment Planning, about better communicating with clients. trillion in assets. investmentnews.com) Advisers Why private equity hasn't tired of investing in wealth management firms yet. kitces.com) How direct indexing can be used in bond portfolios.

Wealth Management 262

Wealth Management Retirement Communication Investment Planning 262

Nerd's Eye View

APRIL 10, 2024

Every document that considers the facts around any particular asset class will invariably include that disclaimer, but constructing a portfolio consisting of a mix of equities, fixed income, and other assets requires investors and advicers to make some fundamental assumptions around long-term expected returns and correlations between assets.

Asset Allocation 246

Asset Allocation Wealth Accumulation Assets Portfolio 246

Nerd's Eye View

AUGUST 2, 2024

Further, the court indicated that its ultimate decision is likely to favor groups opposing the regulation, which could lead to an appeal by the DoL and leave advisors waiting (potentially much longer) for a final answer on what will be required of them going forward.

Financial Planner 246

Financial Planner Financial Advice Investment Planning Retirement 246

Nerd's Eye View

NOVEMBER 4, 2022

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations.

Financial Planner 240

Financial Planner Retirement Planning Financial Advisor Medical 240

Nerd's Eye View

AUGUST 2, 2024

Further, the court indicated that its ultimate decision is likely to favor groups opposing the regulation, which could lead to an appeal by the DoL and leave advisors waiting (potentially much longer) for a final answer on what will be required of them going forward.

Financial Planner 243

Financial Planner Financial Advice Investment Planning Retirement 243

Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

Financial Planner 246

Financial Planner Certification CFP Financial Advice 246

Nerd's Eye View

JANUARY 13, 2023

Also in industry news this week: A study suggests that simplification is the top reason consumers combine their investment accounts, signaling that the onboarding process for new advisory client assets is a value-add in itself. How stocks and bonds tend to perform following their biggest down years.

Financial Planner 241

Financial Planner Retirement Planning Retirement Compliance 241

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Clients 246

Clients Fee Only Planning Advertising 246

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Fee Only 246

Fee Only Portfolio Clients Planning 246

Nerd's Eye View

SEPTEMBER 8, 2023

Also in industry news this week: Changes to CFP Board’s procedural rules went into effect September 1 and are intended to make the disciplinary process more efficient for respondents as well as CFP Board staff, and to expand the CFP Board’s ability to pursue more complaints against CFP professionals A NASAA model rule follows in the footsteps (..)

Financial Planner 247

Financial Planner CFP Clients Investment Planning 247

Nerd's Eye View

AUGUST 30, 2024

Nonetheless, given that adding services requires an investment on the part of the firm (often in the form of increased staffing to offer high-touch services and add needed expertise), firms appear to be analyzing the costs and benefits of offering these services in-house versus adding value to clients by referring them to trusted professionals in these (..)

Financial Planner 241

Financial Planner Financial Advisor Retirement Clients 241

Nerd's Eye View

MARCH 8, 2024

to prevent fraud.

Financial Planner 246

Financial Planner Asset Allocation Clients Risk Management 246

Nerd's Eye View

JUNE 28, 2024

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 at a time when the number of SEC-registered broker-dealers and their registered representatives is declining, the number of SEC-registered RIAs, their assets under management, and the number of (..)

Financial Planner 189

Financial Planner Clients Numbers Compliance 189

Brown Advisory

OCTOBER 16, 2017

Investment Planning Options achen Mon, 10/16/2017 - 10:24 The decision to sell or hold a concentrated position may sound simple, but these situations are often more complex than they appear. They require the investor to reconcile investment dynamics, tax considerations and a variety of subjective, emotional factors.

Investment Planning 52

Investment Planning Planning Investing Investments 52

Brown Advisory

OCTOBER 16, 2017

Investment Planning Options. They require the investor to reconcile investment dynamics, tax considerations and a variety of subjective, emotional factors. Fundamental Risk: What is the strategic and operating backdrop for the company or asset, and what can we expect in terms of return and volatility going forward?

Investment Planning 52

Investment Planning Planning Investing Investments 52

Tobias Financial

OCTOBER 12, 2023

Additionally, financial habits such as lower contributions to retirement plans and reliance on tangible assets pose unique challenges. According to Catalina, empowering the Latino community financially requires knowledge, advocacy, and strategic planning.

Financial Planning 98

Financial Planning Planning Wealth Accumulation Strategic Planning 98

Nationwide Financial

OCTOBER 18, 2022

As college costs rise, qualified tuition plans, or 529 college savings plans, can be an option for clients to save for their child or grandchild’s (or even their own!) There are two types of 529 plans—each with its own advantages. Plans also vary by state, so location will come into play when choosing between plans.

Clients 98

Clients Planning Education Taxes 98

eMoney Advisor

FEBRUARY 9, 2023

If you are looking for opportunities to grow your business, expanding your services to clients at all stages of the financial planning lifecycle creates new opportunities for you to reach those households in search of professional advice. People in this stage may have just graduated from college and recently joined the working world.

Financial Planning 95

Financial Planning Clients Planning Education 95

Clever Girl Finance

MARCH 19, 2024

No one cares more about your financial well-being than you, so having a personal financial plan is important. Knowing how to make a financial plan will allow you to save money, afford the things you want, and achieve long-term goals like saving for college and retirement. Table of contents What is a financial plan?

Financial Planning 98

Financial Planning Planning Budgeting Retirement 98