Nerd's Eye View

JANUARY 29, 2024

For financial advisors, the promise of technology has always been to help advisors better leverage their time to grow their business. One possible way to do this is to use the time savings of technology to serve a higher number of clients.

Clients 209

Clients Planning Numbers Financial Advisor 209

Nerd's Eye View

OCTOBER 31, 2023

In this episode, we talk in-depth about how Jon evolved his "high tech and high touch" mindset to serving clients by regularly iterating upon and updating his advisor tech stack while also elevating his long-time client service administrator into a more holistic client concierge (because the future isn't about tech or human service, it's tech and human (..)

Financial Advisor 215

Financial Advisor Estate Planning Clients Education 215

Carson Wealth

DECEMBER 8, 2023

As has become an annual ritual, I used the holiday weekend to review any year-end actions which may be necessary or desired to impact my 2023 income tax liability. This includes a review of traditional IRA contributions, which may lower adjusted gross income (AGI). AGI impacts multiple other tax considerations.

Planning 143

Planning Retirement Planning Taxes Retirement 143

The Big Picture

MAY 11, 2023

SAVE THE DATE: Future Proof 2023, September 10-13 We hosted the first Future Proof conference last year, and it was quite delightful (see all of the reviews here ). This year, we are upping the ante — we took all of 2022 attendee feedback & smart suggestions and made this year’s event even better.

Wealth Management 150

Wealth Management Portfolio Management Management Investment Advisor 150

The Big Picture

JANUARY 21, 2023

How people invest their money tends to be hidden from view. There’s a far better way to empower ordinary citizens: democracy by lottery. Boston Review ) • The Chess World’s New Villain: A Cat Named Mittens : A ruthless bot with an innocuous avatar is driving chess players crazy. Wall Street Journal ) • “Monorail!

Food 256

Food Media Investing Investments 256

The Big Picture

SEPTEMBER 14, 2023

Following the breakout success of Future Proof 2022, this year’s event was even bigger and better — almost 3,000 attendees and nearly 200 sponsors. I made it back home from California late last night after a long day of travel and an exhausting but absolutely exhilarating week.

Wealth Management 140

Wealth Management Risk Management Management Taxes 140

Carson Wealth

MARCH 7, 2024

The money you invest now will become your “paycheck” in retirement. Most individuals choose to have a certain amount of money transferred from each paycheck directly into their investment accounts so they don’t even have the option to spend it. Should I invest in a Roth IRA or a Traditional IRA?

Retirement Planning 143

Retirement Planning Retirement Planning Risk Tolerance 143

Nerd's Eye View

DECEMBER 12, 2022

Earlier this year, we introduced our own Investment Adviser Representative (IAR) CE programs that allow those in the growing number of states that have adopted the NASAA Model Rule to meet their 12 hours/year CE requirement. All in pursuit of our mission: Making Financial Advicers Better, And More Successful. Read More.

Education 213

Education CFP Certification License 213

Nerd's Eye View

NOVEMBER 21, 2022

A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client. Read More.

Financial Planning 183

Financial Planning Planning Estate Planning Clients 183

The Big Picture

SEPTEMBER 23, 2022

He knew stocks better than anyone.” ( Neckar’s Minds and Markets ). • Pentagon opens sweeping review of clandestine psychological operations : Complaints about the U.S. Pentagon opens sweeping review of clandestine psychological operations : Complaints about the U.S. ” ( Ars Technica ). • Businessweek ).

Startup 275

Startup Government Retirement Marketing 275

Nerd's Eye View

AUGUST 7, 2023

This month's edition kicks off with the news that estate planning platform Wealth.com has launched Ester, an AI-driven 'legal assistant' that uses machine learning to help advisors quickly review and extract the key information from clients' estate planning documents, as it joins FP Alpha in the competition to become 'Holistiplan for estate planning (..)

Estate Planning 207

Estate Planning Wealth Management Financial Advisor Planning 207

The Chicago Financial Planner

JUNE 13, 2022

Assuming that you have a financial plan with an investment strategy in place there is really nothing to do at this point. Review your mutual fund holdings. If a fund did worse than the majority of its peers in 2008 I would expect to see better than average performance in the up market of 2009. Do nothing. Focus on risk.

Risk Tolerance 188

Risk Tolerance Marketing Marketing Financial Planner 188

MainStreet Financial Planning

FEBRUARY 7, 2024

Ramona Johanneson from Arthur J Gallagher Risk Management joins our Chalk Talk series to give us the state of the insurance industry, starting with our largest investment, our home.

Insurance 87

Insurance Risk Management Financial Advisor Financial Planning 87

The Big Picture

DECEMBER 23, 2023

A comprehensive round-up of all the 2024 investment outlook reports ( Financial Times ) • Christmas Didn’t Start Out as a Shop Fest. Quanta Magazine ) • ‘Warhol After Warhol’ Review : A Question of Authenticity The ‘Red Self-Portrait’ owned by one collector is not a fake, according to the artist’s foundation—but not truly a Warhol.

Retail 150

Retail Manufacturing Media Economy 150

Nerd's Eye View

FEBRUARY 24, 2023

Read More.

Financial Planner 226

Financial Planner Tax Planning Taxes Numbers 226

The Big Picture

MARCH 21, 2023

TRB ) • Before Collapse of Silicon Valley Bank, the Fed Spotted Big Problems : The bank was using an incorrect model as it assessed its own risks amid rising interest rates, and spent much of 2022 under a supervisory review. ( Perhaps a better question is framed as “What is the value of money beyond its basic utility for survival?

Banking 275

Banking Investing Investments Management 275

Validea

SEPTEMBER 12, 2022

Readers who read investment books aren’t looking for the twists and turns of a mystery novel; they want advice and ideas on how to become better investors. Meanwhile, well-known investors such as Ray Dalio and Jim Simons offered platitudes while withholding their secret formulas for success, the review opines.

Investing 59

Investing Investments 59

Good Financial Cents

JANUARY 6, 2023

Having $2,000 to $3,000 to invest is a good feeling, but how you allocate those funds can impact your finances more than you might realize. Before you decide where to invest $2,000 to $3,000, think about when you’ll need the money. Before you decide where to invest $2,000 to $3,000, think about when you’ll need the money.

Investing 91

Investing Investments Accounting Certification 91

Nerd's Eye View

OCTOBER 18, 2022

What's unique about Louis, though, is how he and his partner (in anticipation of a shift in the financial advisory industry to more automated client services nearly 10 years ago) developed a robo-advice technology prototype to help clients have their investments managed at a very low cost… which then struggled to gain traction with consumers, (..)

Financial Planning 130

Financial Planning Planning Management Investing 130

Your Richest Life

MARCH 26, 2024

Create a better organizational system Nothing tests your financial organizational system quite like filing your taxes. If you wished you’d had a more precise filing method, an easier way to track expenses or better bookkeeping software, now is a great time to start putting those ideas into practice.

Budgeting 52

Budgeting Fee Only Taxes Accounting 52

Integrity Financial Planning

OCTOBER 9, 2023

When talking about retirement financial planning, we often take investment strategy at face value. But what does an investment strategy really consist of? An investment strategy is utilized to help your wealth not only retain its value against inflation but hopefully grow as well. What is a Total Return Investment Strategy?

Retirement 98

Retirement Portfolio Investing Investments 98

The Big Picture

OCTOBER 19, 2023

One of my favorite responsibilities as chief investment officer at Ritholtz Wealth Management is the quarterly conference call I do for our clients. I like to finish with a thought-provoking, often “investing-adjacent” idea they might not have previously considered.

Media 349

Media Economy Economics Wealth Management 349

Wealthfront

DECEMBER 6, 2022

At Wealthfront, we’re constantly looking for ways to make our products and services even better to help you build long-term wealth on your own terms. Today, we’re excited to announce an improvement to our investing product: we are updating three of the alternate ETFs Wealthfront uses to conduct Tax-Loss Harvesting.

Taxes 59

Taxes Investing Investments 59

The Chicago Financial Planner

NOVEMBER 27, 2022

This might be the better alternative for those with plenty of cash and a variable income. Investment options for both plans generally run the full gamut of typical investment options available at your custodian such as mutual funds , individual stocks, ETFs , bonds, closed-end funds, etc. Click To Tweet.

Retirement Planning 263

Retirement Planning Retirement Planning Financial Planner 263

MainStreet Financial Planning

MARCH 7, 2023

Records for any stocks or other investments you sold in 2022, including crypto transactions or other digital assets. You will need the cost basis (what you paid for the investment) so that you can calculate the gain or loss on the investment. If so, review your withholdings or estimated payments and make adjustments.

Taxes 87

Taxes Retirement Planning Distribution Planning 87

Good Financial Cents

DECEMBER 22, 2022

You’ll be rewarded if you can invest it for the long haul. As this compound interest calculator demonstrates, investing $30,000 at a return of 8% for 20 years will leave you with $138,828. But where should you invest your $30,000? Table of Contents 16 Best Ways to Invest $30,000 in 2023. Invest in ETFs.

Investing 108

Investing Investments Risk Tolerance Accounting 108

Integrity Financial Planning

AUGUST 11, 2022

There’s no better time than now to review your current situation and get your finances on track. #1 Many of your sources of income in retirement could be taxable, including Social Security benefits, pension payments, and investment income. Request your complimentary, no-obligation review with us.

Retirement 94

Retirement Taxes Financial Planning Planning 94

Validea

FEBRUARY 3, 2023

Annual portfolio reviews can be a touchy thing for investors, as some are constantly checking their portfolios throughout the year, obsessing over prices, while others only look at them once a year and making a blanket statement to themselves about how it did. Typically, those with a long time horizon want an equity-based portfolio.

Portfolio 59

Portfolio Assets Investing Investments 59

MainStreet Financial Planning

FEBRUARY 22, 2024

If there’s a shortfall, plan to draw from savings or investment portfolios to cover expenses. Professional Assistance : Consider seeking professional guidance, especially if nearing retirement or if you prefer a comprehensive review of your retirement income plan.

Retirement 81

Retirement Management Taxes Financial Planning 81

Trade Brains

FEBRUARY 26, 2024

Bharat Highways InvIT IPO Review : Bharat Highways InvIT is coming up with its IPO issue of Rs. This will be India’s 2nd listed highway Infrastructure Investment Trust. Before we get into reviewing Bharat Highways InvIT, let us understand what an Infrastructure Investment Trust is.

Government 59

Government Assets Compliance Transportation 59

Integrity Financial Planning

DECEMBER 13, 2022

Understand how this change affects you as a retiree: Dips in Investment Accounts. 4] As these indexes track stocks that people buy for long-term investments through 401ks, Roth IRAs, and other pension funds, a decrease in the price of these stocks may also mean a decrease in the value of the funds held in your investment accounts.

Financial Planning 97

Financial Planning Accounting Economy Retirement 97

Good Financial Cents

FEBRUARY 24, 2023

With most investing apps now offering commission-free trading, online brokers must find more creative ways to stand out. Webull , on the other hand, tries to place the focus on the customer by offering free stocks , fractional share investing, a user-friendly trading platform, extended hours trading, and 24/7 support. It scores 1.07

Investing 95

Investing Investments Commission Accounting 95

Trade Brains

SEPTEMBER 19, 2023

Signatureglobal India IPO Review : Signatureglobal India is coming up with the IPO which is set to be listed on the NSE and BSE. In this article, we’ll dive into the strengths and weaknesses of Signatureglobal India IPO review and give you a comprehensive review of their IPO. Keep reading to learn more!

Sales 102

Sales Distribution Government Marketing 102

Integrity Financial Planning

JUNE 27, 2023

What better way to leave a legacy than to provide financial security? Smart Investing Investing is a critical aspect of building generational wealth. Prior to your retirement years, diversifying your investment portfolio can be a good way to grow your wealth.

Retirement 98

Retirement Healthcare Financial Planning Estate Planning 98

Integrity Financial Planning

DECEMBER 8, 2023

It can also help you reach your retirement savings goals and get a better idea of what your retirement expenses might look like. Financial planning involves setting financial goals, budgeting, and making informed decisions about investments to meet those goals. Committing to financial goals can be tough.

Financial Planning 93

Financial Planning Retirement Planning Budgeting 93

Integrity Financial Planning

JUNE 7, 2023

Investing in an Individual Retirement Account (IRA) is an excellent way to save for retirement. However, selecting the right investments for your IRA can be challenging. In this article, we will explore some strategies to help you choose the best investments for your IRA.

Risk Tolerance 85

Risk Tolerance Investing Investments Retirement 85

Darrow Wealth Management

MARCH 11, 2024

A securities-backed line of credit is like a home equity line of credit in many ways, though with this type of loan, the collateral is your investment account, not a home. A securities-backed line of credit (SBLOC) allows investors to get cash by borrowing against their investable assets versus liquidating their portfolio.

Wealth Management 82

Wealth Management Accounting Taxes Portfolio 82