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

NOVEMBER 15, 2022

Click here to download a PDF of this report. There is no assurance that the views or strategies discussed are suitable for all investors and they do not take into account the particular needs, investment objectives, tax and financial condition of any specific person. Interest income may be subject to the alternative minimum tax.

Portfolio 52

Portfolio Taxes Government Investment Advisor 52

James Hendries

OCTOBER 7, 2022

Click here to download a PDF of this report. There is no assurance that the views or strategies discussed are suitable for all investors and they do not take into account the particular needs, investment objectives, tax and financial condition of any specific person. Interest income may be subject to the alternative minimum tax.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

AUGUST 15, 2022

Click here to download a PDF of this report. There is no assurance that the views or strategies discussed are suitable for all investors and they do not take into account the particular needs, investment objectives, tax and financial condition of any specific person. Interest income may be subject to the alternative minimum tax.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

SEPTEMBER 8, 2022

Click here to download a PDF of this report. There is no assurance that the views or strategies discussed are suitable for all investors and they do not take into account the particular needs, investment objectives, tax and financial condition of any specific person. Interest income may be subject to the alternative minimum tax.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

JULY 13, 2022

Click here to download a PDF of this report. There is no assurance that the views or strategies discussed are suitable for all investors and they do not take into account the particular needs, investment objectives, tax and financial condition of any specific person. Interest income may be subject to the alternative minimum tax.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

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. They’ll do tax planning, right? RAMPULLA: Yeah.

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Financial Advisor Clients Taxes Investing 274

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. Invest Through Tax-Sheltered Retirement Accounts. See Public.com/disclosures. Ads by Money.

Portfolio 102

Portfolio Accounting Retirement Planning Investing 102

James Hendries

OCTOBER 11, 2022

A stimulus packed government ‘mini budget’ announcement that included significant unfunded tax cuts sent sterling spiraling to an all-time low of $1.035 per pound, see Figure 1 , as currency markets panicked about the U.K.’s government backtracking on some of the tax cuts) but have been edging up again in the past few days.

Marketing 52

Marketing Marketing Banking Government 52

Clever Girl Finance

AUGUST 2, 2023

Table of contents Top 30 best passive income ideas Expert tip: Give yourself time to build passive income Taxes and passive income How can I make $1,000 a month in passive income? You can begin with any of these using Robo-advisors or an investment advisor. How to passively make $2,000 a month?

Accounting 62

Accounting Advertising Taxes License 62

James Hendries

AUGUST 30, 2022

Also, consider higher taxes from the Inflation Reduction Act will likely trim $2 to $3 off next year’s S&P 500 Index earnings, while fewer buybacks in response to the 1% buyback tax may leave share counts higher and therefore EPS slightly lower. Click here to download a PDF of this report. Conclusion. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Valuation Economics 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.

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Assets Investing Investments Marketing 59

Brown Advisory

FEBRUARY 26, 2021

The team discussed tax-exempt investment opportunities, areas facing challenges and proposed policies and their potential effect on the overall investment market – with particular attention on sustainable and socially responsible companies. Brown Advisory does not render legal or tax advice.

Portfolio 52

Portfolio Nonprofit Taxes Investing 52

Brown Advisory

FEBRUARY 26, 2021

The team discussed tax-exempt investment opportunities, areas facing challenges and proposed policies and their potential effect on the overall investment market – with particular attention on sustainable and socially responsible companies. Please see below for a recording of the discussion ( download transcript ).

Portfolio 52

Portfolio Nonprofit Taxes Investing 52

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

APRIL 23, 2020

So it’s not like you’re a CPA where every year on April 15th people have to file their taxes. I’m a former investment advisor representative with LPL Financial. How to use the current crisis to multiply your best clients 2. Becoming the “Go-To Expert” in your niche 3. It’s an emotional topic.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

The Big Picture

DECEMBER 6, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead? You have the liquidity, the tax efficiency, the transparency.

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Clients Investing Investments Management 152

The Big Picture

APRIL 25, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And the fervor in which these firms, private capital, has been chasing investment advisors. HAMBURGER: And then they don’t look at the tax structure, right?

Compliance 152

Compliance Wealth Management Clients Management 152

James Hendries

JULY 6, 2022

To be sure, the Biden administration, while focused squarely on its policy of transitioning the economy towards a non-fossil fuel environment, has been trying to alleviate the burden of rising gasoline and diesel prices by trying to introduce a federal gasoline tax holiday. Click here to download a PDF of this report.

Marketing 52

Marketing Marketing Valuation Economy 52

The Big Picture

NOVEMBER 15, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. And you kind of opened my eyes up.

Management 268

Management Assets Portfolio Investing 268

James Hendries

NOVEMBER 8, 2022

This would take any meaningful risk of tax increases on households or businesses off the table. 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.

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Marketing Marketing Government Banking 52