Ballast Advisors

AUGUST 16, 2023

Here are the updated key tax numbers relating to HSAs for 2023 and 2024. Ballast Advisors reserve the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. Broadridge Investor Communication Solutions, Inc. What’s changed for 2024?

Accounting 52

Accounting Numbers Medical Taxes 52

Nerd's Eye View

OCTOBER 2, 2023

This month's edition kicks off with the news that custodial platform Altruist is eliminating the $1 per account monthly fee for its portfolio management and reporting technology for advisors on its platform, which on the one hand suggests that the economies of scale Altruist has achieved in the wake of its move to become a fully self-clearing custodian (..)

Communication 228

Communication Portfolio Management Clients Tax Planning 228

Validea

OCTOBER 25, 2023

By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — There are eleven sectors (Energy, Health Care, Consumer Staples, Technology, Consumer Discretionary, Industrials, Communication, Services, Financials, Real Estate, Utilities, and Materials) that make up the S&P 500.

Investing 72

Investing Investments Communication Assets 72

Investment Writing

APRIL 3, 2023

How should you spell the word that may appear in descriptions of an asset management firm’s minimum requirements for clients— “investable” or “investible” ? My gut tells me “investable” with “a” because the definition depends on how much you are able to invest.

Investing 98

Investing Investments Assets Clients 98

Nerd's Eye View

JANUARY 12, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Securities and Exchange Commission this week authorized 11 Spot Bitcoin Exchange-Traded Funds (ETFs), which could provide financial advisors and their clients with a convenient way to invest in the cryptocurrency without (..)

Financial Planner 208

Financial Planner Financial Advisor Commission Budgeting 208

Nerd's Eye View

DECEMBER 14, 2023

In the world of financial advisors, tradition often emphasizes technical numbers, structure, and a firm focus on solving financial problems. In our 127th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards delve into Carl's latest project – the "50 Fires" podcast.

Financial Advisor 197

Financial Advisor Communication Clients Financial Planning 197

Dear Mr. Market

MARCH 17, 2024

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. For example, a #1 seeded investment could lose right out of the gate just as a #12 could potentially win it all.

Investing 105

Investing Investments Portfolio Assets 105

Nerd's Eye View

JANUARY 26, 2024

Also in industry news this week: A House committee has advanced a bill that would extend several expired business-related tax measures from the Tax Cuts and Jobs Act and would increase the value of the Child Tax Credit The SEC released its examination priorities for 2024, which include a focus on advisers' adherence to their duty of care and duty of (..)

Financial Planner 197

Financial Planner Retirement Planning Financial Advisor Retirement 197

Nerd's Eye View

APRIL 30, 2024

So, whether you're interested in learning about leveraging YouTube videos to drive client growth, how to measure marketing efficiency and set goals for the output of marketing spend or how to manage a rapidly growing firm, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Troy Sharpe.

Financial Advisor 198

Financial Advisor Clients Retirement Planning 198

Nerd's Eye View

DECEMBER 1, 2023

Jarkesy, which in a narrow sense focuses on the SEC's use of in-house Administrative Law Judges to hear securities law cases rather than traditional Federal jury trials, but in a broader sense could call into question the SEC's (and other government agencies') authority to make rules and enforce laws in the absence of specific guidance from Congress (..)

Financial Planner 195

Financial Planner Communication Estate Planning Wealth Management 195

Nerd's Eye View

NOVEMBER 14, 2023

What's unique about Eric, though, is how he leverages a custom-built financial planning assessment he calls their Financial Prosperity Index, which he gives to both prospective and ongoing current clients so that they can better understand their financial health, target the financial planning domains where clients need the most help, and even more (..)

Financial Planning 195

Financial Planning Clients Planning Financial Advisor 195

Investment Writing

MAY 7, 2024

Check out the five-step process in my blog post on “ 5 steps for rewriting your investment commentary ”! Also, if you’re writing for an audience of individual investors, pay attention to my list of “ Words to avoid in your investment communications with regular folks. ” Pursue diversity for better investment results!

Asset Allocation 104

Asset Allocation Communication Clients Assets 104

Nerd's Eye View

APRIL 4, 2024

Which would invariably result (after a considerable investment of both the firm owner's time and money) in a less-than-optimal experience for the new advisor and would likely do little to improve the industry's already dismal retention rate.

Financial Planner 195

Financial Planner CFP Professional Services Financial Planning 195

Nerd's Eye View

AUGUST 8, 2022

But while the messaging on many advisory firm websites speaks to a firm's capabilities, a better approach to drive engagement is to frame communication around the prospect's needs. First, it's important to make the consumer (rather than the firm) the main character in the firm's communications.

Communication 189

Communication Consulting Clients Financial Advisor 189

Nerd's Eye View

AUGUST 8, 2022

But while the messaging on many advisory firm websites speaks to a firm's capabilities, a better approach to drive engagement is to frame communication around the prospect's needs. First, it's important to make the consumer (rather than the firm) the main character in the firm's communications.

Marketing 172

Marketing Marketing Communication Consulting 172

Nerd's Eye View

MAY 10, 2024

Read More.

Financial Planner 213

Financial Planner Retirement Planning Retirement Valuation 213

Nerd's Eye View

MAY 8, 2024

that are designed to measure risk based on past behavior, and 2) econometric tools, which involve questions based on a particular scenario (such as, "Suppose you can invest $100 and this time, there is a 50% chance you could receive $207 and a 50% chance you'd receive nothing. Would you agree to this investment?").

Clients 229

Clients Risk Tolerance Financial Planning Planning 229

Nerd's Eye View

MARCH 8, 2024

Read More.

Financial Planner 194

Financial Planner Asset Allocation Clients Risk Management 194

The Big Picture

NOVEMBER 2, 2023

Vice ) • At Fidelity, AI Provides Extra Eyes to Spot Red Flags : The artificial intelligence application Saifr uses natural language processing to help portfolio managers, sales and other staff review public-facing communication. He is the author of the new book, “ Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall.”

Advertising 130

Advertising Portfolio Management Economy Communication 130

The Big Picture

FEBRUARY 16, 2023

Everyone is looking at the same set of numbers and somehow coming to opposite conclusions. Bloomberg ) • Bosses want to pay you more but give you less : A growing number of workers are going freelance, taking higher wages over benefits and job security. ( Carson ) • Don’t believe what anyone says about the economy. Including me.

License 144

License Economy Communication Numbers 144

Nerd's Eye View

SEPTEMBER 21, 2022

Some disagree on technical details like the plausibility (or purported lack thereof) of his assumptions for future investment returns, while others criticize broader elements of his approach (like his reliance on rules of thumb and a one-size-fits-all approach to building wealth).

Financial Planning 240

Financial Planning Planning Financial Advice Clients 240

Nerd's Eye View

NOVEMBER 3, 2022

In our 98th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how a scarcity perspective can result in a firm’s loss of focus by trying to accommodate any and all clients regardless of their needs.

Management 130

Management Financial Advisor Clients Financial Services 130

Fortune Financial

NOVEMBER 17, 2021

Due to this, inflation has become part of daily conversations causing investors to consider alternative investments outside of the stock market. A historical number of container ships are anchored off the coasts of LA, Long Beach and Long Island, resulting in a shortage of goods reaching their final destinations. The number of U.S.

Investing 52

Investing Investments Marketing Marketing 52

Trade Brains

MAY 18, 2024

As of Q3FY24, Data patterns employs a team including 1298 individuals,with a remarkable number of over 865 being qualified engineers. Electronic warfare This involves disrupting or manipulating the enemy’s electronic communications and radar systems. As of Q3 FY24, Data Patterns had an order book of Rs.

Electronics 59

Electronics Manufacturing Communication Government 59

Trade Brains

FEBRUARY 6, 2023

How to Start Investing : Hello, folks! Maybe you wanted to know how to start investing in 2023. Maybe you wanted to know how to start investing in 2023. Investing is a very broad topic, and today we will give you an eagle’s view on how to start investing in 2023, focusing on stocks.

Investing 52

Investing Investments Management Banking 52

Million Dollar Round Table (MDRT)

AUGUST 13, 2023

Communication. A common reason clients leave their advisors is due to a lack of communication. They don’t want to feel like a number. When investing is involved, they want to know you deliver. They want you to speak frankly. They also want you to get to the point. Everyone wants to be considered an important client.

Financial Advisor 81

Financial Advisor Clients Ethics Communication 81

Workable Wealth

SEPTEMBER 30, 2020

Welcome back to the third part of our investment lexicon series. stock market and its many intricacies, including what it is, ways of tracking it, and strategies to approach investing in it. Today, we’ll explore the ways you can participate in the stock market, namely the creation and management of your investment portfolio.

Portfolio 52

Portfolio Investing Investments Government 52

Cornerstone Financial Advisory

JANUARY 2, 2024

Remember that past performance does not guarantee future results, and individuals cannot invest directly in an index. The four-week moving average, which better illustrates jobless claim trends, was little changed, coming in at 212,000; this was the lowest number since late October. How many times will he have to paint the number 8?

Taxes 99

Taxes Investment Advisor Numbers Investing 99

Investment Writing

NOVEMBER 8, 2023

Writing Making Numbers Count: The Art and Science of Communicating Numbers by Chip Health and Karla Starr. This book has great examples of effective communication with numbers. The post My 2023 reading appeared first on Susan Weiner Investment Writing. I hope you’ll find some titles that interest you.

Communication 52

Communication Numbers Commission Food 52

Cornerstone Financial Advisory

JANUARY 8, 2024

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. What is it? stock market.

Marketing 96

Marketing Marketing Taxes Economics 96

FMG

MAY 24, 2023

Click-to-Open Rate (CTOR) : A comparison of the above two numbers, providing a percentage representing the overall effectiveness of your message. Niche-Focused Subject Lines Why they work: These subject lines build curiosity by focusing on a topic your audience is invested in and giving it a twist by hinting at new information.

Communication 52

Communication Financial Advisor Clients Numbers 52

ClearMoney

DECEMBER 14, 2021

Systematic, or factor-based, investing has become quite common in equities. The many parallels between Dimensional’s equity and fixed income approaches provide an opportunity to demystify systematic bond investing through the familiar lens of our approach in equities. The following is provided by Dimensional Fund Advisors.

Investing 52

Investing Investments Commission Distribution 52

Brown Advisory

MAY 4, 2020

Beyond Investing: Strategic Advice for Nonprofits ajackson Mon, 05/04/2020 - 14:54 Running a nonprofit is a tall order. Our work typically begins with a tight focus on the organization’s investment portfolio. With this additional information, we were better equipped to help the college review potential scenarios going forward.

Nonprofit 52

Nonprofit Investing Investments Clients 52

Cornerstone Financial Advisory

FEBRUARY 26, 2024

WDAY), Zoom Video Communications, Inc. (ZM) Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. Take a debit or credit card number over the phone.

Marketing 102

Marketing Marketing Economics Taxes 102

The Big Picture

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. And whether it’s all numbers or even numbers.

Investing 130

Investing Investments Clients Management 130

Cornerstone Financial Advisory

AUGUST 7, 2023

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. IRS.gov, October 7, 2022 8.

Marketing 98

Marketing Marketing Medicine Taxes 98

Cornerstone Financial Advisory

MAY 21, 2024

The top-level CPI numbers (known as headline inflation) tend to be less important than what’s underneath: core inflation (CPI minus volatile food and energy prices) in the Fed’s eye. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Core CPI came in at 0.29

Marketing 52

Marketing Marketing Taxes Economics 52