WiserAdvisor

DECEMBER 13, 2023

The reality is that securing your financial stability for the golden years is a key objective that these challenges shouldn’t overshadow. So, how do we tackle this? It’s time to rethink when to start stashing away those savings and how to modify your plan in a world that’s constantly changing.

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WiserAdvisor

APRIL 12, 2024

These professionals serve as trusted guides, helping individuals understand the intricacies of investment, wealth management, and financial planning to achieve their long-term goals. Finding the right equilibrium in the financial advisor-client ratio is paramount for fostering meaningful and impactful advisor-client relationships.

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Good Financial Cents

DECEMBER 22, 2022

Do you have $30,000 burning a hole in your pocket? 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? Invest in ETFs.

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WiserAdvisor

SEPTEMBER 6, 2023

Overindulgence in information can lead to poor decisions, and excessive monitoring of your retirement account balance can result in stress. This, in turn, can push you to make reactive choices that may not always work in your favor. Checking your retirement account balance too often can have a psychological impact on you.

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Accounting Retirement Asset Allocation Retirement Planning 52

Validea

JULY 26, 2023

Your job, profession and salary, your education, inheritance, hard work and resourcefulness, living within your means, savings or something else? From starting your investment to optimizing your tax strategies, each point plays a significant role in making compounding work for you.

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Validea

JULY 26, 2023

Your job, profession and salary, your education, inheritance, hard work and resourcefulness, living within your means, savings or something else? From starting your investment to optimizing your tax strategies, each point plays a significant role in making compounding work for you.

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eMoney Advisor

MARCH 21, 2023

By using your expertise to communicate, educate, and provide perspective, you’ll likely magnify the loyalty of your clients. Historically, staying the course and following a financial plan has outperformed rash investment decisions when there are times of uncertainty in the financial market.

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Truemind Capital

SEPTEMBER 10, 2019

Investment management is never a part-time activity but a full-time job. Quality investment management is much more than selecting schemes from star-rating websites or buying a stock based on little insights. Unchecked conflict of interest can ruin your investment returns. 🔊 Play Audio.

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Investing Investments Asset Allocation Fiduciary Duty 52

Brown Advisory

JUNE 21, 2023

The team discusses how the market is currently climbing an especially daunting wall of worry, and how investors are shrugging off multiple examples of geopolitical and financial concerns around the world. He offers examples to show how this approach can be especially helpful when markets are behaving in surprising ways.

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Random Roger's Retirement Planning

JULY 18, 2022

For purposes of clarity I will use vol to refer to the asset class and volatility to refer to effect and impact. Making changes to client portfolios' overall volatility through the duration of a stock market cycle predates when I started blogging in 2004. The ways in which I do that have evolved over that time.

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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. Table of Contents Best Short-Term Investments for $2,000 to $3,000.

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WiserAdvisor

DECEMBER 1, 2023

Financial advisors for medical professionals can offer a tailored approach to managing unique financial landscapes. A financial advisor for doctors can be an indispensable asset, offering insights to these specialized professionals on how to manage their money. Most physicians carry debt in the form of student loans.

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Random Roger's Retirement Planning

JULY 25, 2022

Minimalist Joshua Becker had a blog post listing other areas besides stuff where minimalism works. I will pivot off that to talk about having a collection of investments and why that can be a bad idea. Ideally an investment portfolio is relatively simple. How about $3000? I think that's a good parallel.

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WiserAdvisor

SEPTEMBER 27, 2023

This tax-advantaged savings vehicle allows you to accumulate wealth steadily over a lifetime of diligent saving and investing. It offers employer matches to boost your savings. Consult with a financial advisor to understand the benefits of having a 401(k) and managing a sum as large as over $2 million in the account.

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Zoe Financial

MARCH 8, 2023

Understanding what investment decisions align with your financial plan and unique situation is critical. Without one being better than the other, your decision might look completely different than your peers. So how should you evaluate what determines which path you take? What Path Would You Take?

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Sara Grillo

DECEMBER 12, 2022

Does the way you are paid dictate how you serve clients? Are clients capable of determining when your fees are too high or should there be some other standard that fees are measured against (e.g. In the absence of a securities account, what value do you provide to your clients? Are low fees better than high fees? Scott Salaske.

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WiserAdvisor

MARCH 28, 2024

As you enter your 50s, the urgency of retirement savings becomes palpable. With the average Gen X household boasting a mere $40,000 in retirement savings, according to the National Institute on Retirement Security, the need for prompt action becomes even more apparent in your 50s.

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Truemind Capital

OCTOBER 22, 2021

Low interest rates have also played a major role to push people towards speculative asset classes. And so far, the majority have seen the value of their investment going up only in a very short span of time without much downside volatility. Why you should worry about inflation if you are investing in the equity or debt market?

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Bell Investment Advisors

MARCH 15, 2023

Original air date: Monday, March 13th, 2023 at 12pm PDT Presenter: Portfolio Manager Ryan Kelley, CFA® Slide 1: Annual Review and Outlook 0:00 Good afternoon. I’m a portfolio manager here at Bell Investment Advisors. The first is 2022 investment performance. Thanks for joining me. So, even as a U.S.

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WiserAdvisor

FEBRUARY 12, 2024

Asset allocation is the primary building block of any investment strategy. It is the process of spreading investments across various asset classes to optimize the balance between risk and potential returns. As discussed above, it varies according to individual investment goals, time horizons, and risk tolerance.

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WiserAdvisor

JUNE 22, 2023

Hiring a financial advisor can be an excellent step towards building your financial future. They can help guide you in managing your finances and in avoiding costly financial mistakes in the long run. Having a proactive approach can help you navigate the intricacies of investing and have a deeper understanding of your portfolio.

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WiserAdvisor

SEPTEMBER 13, 2023

While this is undoubtedly positive, it introduces the challenge of ensuring that your financial resources last an extended retirement period. Retirement planning includes not only the management of your finances during your retirement years but also the careful use of funds to accommodate the unpredictable nature of human lifespans.

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International College of Financial Planning

AUGUST 31, 2023

Investing your money is crucial to securing your financial future and achieving your goals. Whether saving for retirement, buying a home, or building an emergency fund, investing grows your wealth over time. This is where diversifying your investment portfolio comes into play.

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WiserAdvisor

JANUARY 23, 2024

Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. While some advisors bring qualifications, expertise, and a commitment to your financial well-being, others may fall short of expectations. But the world of financial advice is crowded.

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WiserAdvisor

JANUARY 5, 2024

Among the multitude of distinctions, one of the most crucial ones lies in how they perceive the world of investments. The investment strategies adopted by these two income groups are remarkably unique and distinct. Their risk appetite not only reflects their financial mindset but also influences the returns on their investments.

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Investing Investments Wealth Accumulation Tax Planning 59

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?

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Clever Girl Finance

DECEMBER 1, 2022

No one cares about your financial well-being more than you, so it's important to have a financial plan for yourself. Knowing how to make a financial plan will allow you to save money, afford the things you really want, and achieve long-term goals like saving for college and retirement. A diversified portfolio of investments.

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WiserAdvisor

NOVEMBER 6, 2023

It represents years of disciplined saving and prudent financial management. It is also important to ensure that your savings continue to grow. Making sure that your wealth not only withstands inflation but also serves as a robust capital base for your future aspirations is paramount.

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Zoe Financial

OCTOBER 12, 2023

Investing in the Future: CAPTRUST’s AI Stock Portfolio Updated October 12th, 2023 Reading Time: 6 minutes Written by: Lauren C. Lambert, CFA CAPTRUST Zoe Network Advisor Investing in the Future: CAPTRUST’s AI Stock Portfolio Updated October 12th, 2023 Reading Time: 6 minutes Written by: Lauren C.

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Sara Grillo

MARCH 13, 2023

What exactly is a spot bitcoin ETF and how is it different from a futures bitcoin ETF? For those of you who are new to my blog, my name is Sara. ETFS can be thought of as a wrapper around an investment strategy. Investors may have to think harder about how they are allocated. Do ESG funds suck? from the seller.

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Zoe Financial

OCTOBER 12, 2023

Investing in the Future: CAPTRUST’s AI Stock Portfolio Updated October 12th, 2023 Reading Time: 6 minutes Written by: Lauren C. Lambert, CFA CAPTRUST Zoe Network Advisor Investing in the Future: CAPTRUST’s AI Stock Portfolio Updated October 12th, 2023 Reading Time: 6 minutes Written by: Lauren C.

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Good Financial Cents

APRIL 14, 2023

Personally, I don’t think it matters which statistical bucket you fall in to claim the following: making an extra $1,000 per month would dramatically improve your life. I know this because I’ve personally witnessed how making an extra $100, $500, or $1,000 per month has positively impacted hundreds of families. Blogging 4.

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Sara Grillo

AUGUST 25, 2023

I created this list of financial advisors for small accounts (less than $300,000 in assets) because there are alot of schmucks out there hawking crap products to people with portfolio of this size, and I don’t think it’s fair. I wrote a bunch of consumer advocacy blogs here to protect people from all the BS.

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WiserAdvisor

JUNE 13, 2023

Retirement planning focuses on the steps you need to take to achieve your desired retired life, such as saving and investing wisely, creating a budget, and considering your healthcare needs. Overlooking mistakes or bad habits can have a detrimental impact on your financial security and overall retirement experience.

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Sara Grillo

OCTOBER 16, 2023

In this podcast, Patrick Waters of Peak Pro Financial discusses some of the complexities of these products, how the purchasing process can be made more transparent for buyers by mapping out the IRR , what it may teach us about a policy, what it won’t teach us, and most interestingly, the impact of AG 49 on IUL as a product.

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WiserAdvisor

JANUARY 16, 2024

Preparing for retirement is a significant life transition that demands a clear understanding of your financial situation. Examining the spending patterns of the typical 65-year-old can help you make informed decisions about your own financial future. How much does the average retiree spend per month at the age of 65?

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The Irrelevant Investor

OCTOBER 18, 2016

Here is how I think about it: The active investor attempts to beat a benchmark by either picking individual securities or by timing the market. A passive investor is one who uses index funds and doesn't make changes to their portfolio based on what the market is doing today or might do in the future. Or what if they are factor based?

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