Cordant Wealth Partners

DECEMBER 11, 2022

Free Resources: Pension: Lump Sum vs. Monthly Income [Excel download]. Pension: Lump Sum vs. Monthly Income [Flowchart; pdf download]. Checklist; pdf download]. Looking at multiple different scenarios (by year and investment returns) you can determine the scenarios you would be better off taking the lump sum and investing it.

Planning 52

Planning Risk Tolerance Retirement Accounting 52

Cornerstone Financial Advisory

JULY 18, 2022

Download Publication 584, Casualty, Disaster, and Theft Loss Workbook to figure out your loss on business and income-producing properties in the event of a natural disaster. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Registered Investment Advisor.

Marketing 52

Marketing Marketing Economics Taxes 52

Diamond Consultants

AUGUST 9, 2022

When it comes to freedom and control, there are key differences amongst the independent broker dealer (IBD) and registered investment advisor (RIA) spaces that every advisor should be aware of. Download-> IBD: A Comparison Fact Sheet.

Compliance 59

Compliance Recruitment Clients Retirement 59

James Hendries

JULY 26, 2022

Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). The Fed is widely expected to raise rates by 75 basis points in July and then downshift rate hikes to increments of 50 and 25 basis points.

Marketing 52

Marketing Marketing Manufacturing Insurance 52

Midstream Marketing

DECEMBER 19, 2020

If you’re looking for a clear cut example on how to properly execute a Facebook ad campaign in the modern era, Fisher Investments would undoubtedly be it. This ad, for example, is built with a clear purpose: it’s attempting to get people to download a "15-Minute Retirement Plan" eBook.

Financial Advisor 52

Financial Advisor Advertising Financial Services Media 52

James Hendries

NOVEMBER 15, 2022

Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). times the STAAC’s 2023 S&P 500 earnings per share forecast of $230. IMPORTANT DISCLOSURES.

Portfolio 52

Portfolio Taxes Government Investment Advisor 52

James Hendries

AUGUST 15, 2022

Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). IMPORTANT DISCLOSURES. Insurance products are offered through LPL or its licensed affiliates.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

OCTOBER 7, 2022

Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). The STAAC Committee’s revised S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to earnings ratio of 17.5

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

SEPTEMBER 8, 2022

Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). IMPORTANT DISCLOSURES. Insurance products are offered through LPL or its licensed affiliates.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

JULY 13, 2022

Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). IMPORTANT DISCLOSURES. Insurance products are offered through LPL or its licensed affiliates.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

The Big Picture

FEBRUARY 6, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. As I mentioned, a lot of our, I think initial funds have come from tax paying investment advisors and such who might have a choice which to use. But just picking the right vehicle.

Valuation 130

Valuation Investing Investments Assets 130

Good Financial Cents

JUNE 11, 2023

In stark contrast, Personal Capital is an investment advisor. This is absolutely key with any financial advisor you talk to, whether in person or online. Mobile App Personal Capital’s mobile app is a free feature that can be downloaded on Apple iPhone, iPad, Apple Watch and Android. Is Personal Capital for Me?

Management 80

Management Investing Investments Wealth Management 80

James Hendries

AUGUST 23, 2022

Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). A slowing housing market could also impact consumer spending through secondary wealth effects. IMPORTANT DISCLOSURES.

Marketing 98

Marketing Marketing Sales Economy 98

Midstream Marketing

SEPTEMBER 15, 2019

We’ve recently compiled a handy list of all the top financial advisor and wealth management blogs out there, as per traffic estimates from SEMRUSH. Many of these are written by registered investment advisors and similar professionals and all of them bring something unique to the table that is certainly worth a closer look.

Financial Advisor 52

Financial Advisor Wealth Management Certified Financial Planner Economics 52

James Hendries

SEPTEMBER 13, 2022

Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). You may also be interested in: September’s Calendar Cruelty for Stocks – September 6, 2022. Home Sales Fall (Again). IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Economy Valuation 52

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

There are really only two key ingredients for this: Diversification across asset classes AND geographies Time in the market, NOT timing the market There are special tools at the disposal of your investment advisor, such as direct indexing strategies that utilize tax loss harvesting to defray some tax costs of gaining more geographic diversification.

Assets 59

Assets Investing Investments Marketing 59

James Hendries

OCTOBER 25, 2022

Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). Pockets of Vulnerability Magnified by Monetary Policy – October 10, 2022. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Economics Economy 52

The Big Picture

JULY 11, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. So this is a simple CRM system that’s just for the business of being a financial advisor.

Management 211

Management Investing Investments Assets 211

Tucker Advisors

AUGUST 9, 2021

According to the Department of Labor’s (DOL) website, the identification of a fiduciary follows ERISA standards and the five-part DOL test, based on the assumption that anyone who offers investment advice for a fee, commission or other compensation, will be regarded as a fiduciary. Download Your Free Referral Marketing Guide.

Financial Advisor 52

Financial Advisor License Clients Insurance 52

James Hendries

AUGUST 30, 2022

Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). In a soft-ish landing scenario, perhaps a 50% probability at this stage, we see upside to that target range. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Valuation Economics 52

James Hendries

NOVEMBER 1, 2022

Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). Low Bar for Earnings Season Brings Third Quarter Expectations Down – October 17, 2022. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Manufacturing Economy 52

James Hendries

OCTOBER 11, 2022

Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). You may also be interested in: Markets on Watch as Xi Jinping’s Influence to Be Tested in October – October 3, 2022. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Banking Government 52

James Hendries

SEPTEMBER 7, 2022

Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). You may also be interested in: Earnings Recap: Still Hanging In There – August 29, 2022. Home Sales Fall (Again). What’s Next? – August 22, 2022.

Marketing 52

Marketing Marketing Valuation Insurance 52

James Hendries

AUGUST 15, 2022

Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). But that doesn’t change our belief that stocks have more room to run through year end and into 2023. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

AUGUST 15, 2022

Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). IMPORTANT DISCLOSURES. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

SEPTEMBER 20, 2022

Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). You may also be interested in: Getting Jobs Market Back into Balance – September 12, 2022. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

AUGUST 3, 2022

Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). We continue to recommend an overweight allocation to equities and underweight to fixed income relative to investors’ targets, as appropriate.

Marketing 98

Marketing Marketing Economy Valuation 98

James Hendries

OCTOBER 4, 2022

Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). You may also be interested in: Why It May Be Time to Take Advantage of Higher Yields – September 26, 2022. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Economy Economics 52

Clever Girl Finance

DECEMBER 21, 2022

There are also mutual funds, exchange-traded funds, and index funds that you can continually invest in, in order to get a large profit later. You can begin with any of these using Robo-advisors or an investment advisor. Printables are those adorable print-outs you can download and use for just about anything.

Advertising 110

Advertising Accounting Investing Investments 110

Good Financial Cents

AUGUST 5, 2022

Public.com is the investing platform that helps people become better investors. Download Now Offer valid for U.S. Most investment advisors recommend holding your investment positions through market downturns. Public.com is the investing platform that helps people become better investors. Ads by Money.

Portfolio 102

Portfolio Accounting Retirement Planning Investing 102

Brown Advisory

FEBRUARY 26, 2021

MORE ON THIS TOPIC Tax Exempt Portfolios The traditional goal for a nonprofit’s investment portfolio was to earn a 5% return, which the nonprofit could then use to fund its programs and make a positive impact.

Portfolio 52

Portfolio Nonprofit Taxes Investing 52

Brown Advisory

FEBRUARY 26, 2021

Be able to effectively discuss the potential changes that may occur within your investment policy statements with your Investment Advisor and Board. Please see below for a recording of the discussion ( download transcript ). Understand the growth opportunities and challenges of different market sectors.

Portfolio 52

Portfolio Nonprofit Taxes Investing 52

Indigo Marketing Agency

APRIL 23, 2020

I’m a former investment advisor representative with LPL Financial. I have a degree in economics, an MBA in marketing, I’m a lecturer at UCLA extension, and at Indigo marketing we work with 165 top independent financial advisors to do their marketing for them. Becoming the “Go-To Expert” in your niche 3.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Clever Girl Finance

AUGUST 2, 2023

Other investing opportunities There are also mutual funds, exchange-traded funds (ETFs), and index fund investing that you can continually invest in, in order to get a large profit later. You can begin with any of these using Robo-advisors or an investment advisor.

Accounting 62

Accounting Advertising Taxes License 62

The Big Picture

OCTOBER 19, 2022

The transcript from this week’s, MiB: Tom Rampulla, Vanguard’s Financial Advisor Services Director , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , Bloomberg , and Acast.

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Financial Advisor Clients Taxes Investing 271

Indigo Marketing Agency

OCTOBER 25, 2019

Listen here now, or download and subscribe on iTunes to listen on your commute! New episodes will be published weekly with various guests, including top advisors, tech consultants, and marketing machines who are excited to tell you how to use proven marketing strategies to grow a thriving practice.

Financial Advisor 59

Financial Advisor Clients Marketing Marketing 59

Indigo Marketing Agency

OCTOBER 25, 2019

How can advisors prepare 5 or 10 years out to sell their firms? Listen here now, or download and subscribe on iTunes to listen on your commute! Claire Akin (CA): Thanks so much for joining me for The Marketing Podcast for Financial Advisors. What are the factors that go into valuing a financial advisory firm? Transcription.

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Financial Advisor Clients Planning Numbers 52