article thumbnail

Weekend Reading For Financial Planners (January 25–26)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that while overall financial advisor headcount remains relatively flat, the RIA channel continues to gain share in terms of both headcount (as brokers break away to start their own independent firms and aspiring advisors seek (..)

article thumbnail

Market Timing vs. Time in the Market

Zoe Financial

3 It's Expensive Frequent trading and trying to time the market will rack up brokerage commission costs, particularly for smaller investors. Disclosure: This material provided by Zoe Financial is for informational purposes only. However, market timing easily tempts us to jump out too early or stay in too long.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Hong Kong Embraces Crypto Regulations – Will China Join In?

Trade Brains

Specifically, the Securities and Futures Commission (SFC) will oversee key players. As such, Hong Kong’s stablecoin rules might inform future mainland policy. It aims to solidify its position as a global crypto hub. The new plan prioritises strong investor protection and risk management.

License 64
article thumbnail

Financial Check Engine Light: How to Know When It’s Time to Revisit Your Plan

Tobias Financial

SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. It is for information and planning purposes only. This is a publication of Tobias Financial Advisors.

article thumbnail

How to Find a Fiduciary Financial Advisor

Darrow Wealth Management

Advisors that receive commissions from selling mutual funds, insurance, annuities, or other products are incentivized to push products, leaving less time for advice. SEC advisor search The Securities and Exchange Commission offers an online search for investors to research registered investment advisory firms or advisors by name.

article thumbnail

5 Components of Financial Literacy

Zoe Financial

Financial literacy isn’t just about knowing technical jargon—it’s about applying principles that support informed financial decision-making. In addition to salary, bonuses, and commissions, earnings also include investment income. Identifying expenses makes it easier to make informed choices that align with financial priorities.

article thumbnail

Presidential Elections: What Do They Mean for Markets?

Tobias Financial

For context, it is helpful to think of markets as a powerful information-processing machine. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. It is for information and planning purposes only.