Wealth Management

MARCH 7, 2023

Economic concerns or not, holistic financial planning isn’t possible without having a full picture of your client base and the presence of diverse advisors who reflect them.

Financial Planning 264

Financial Planning Economics Clients Planning 264

Yardley Wealth Management

AUGUST 20, 2024

The post Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility appeared first on Yardley Wealth Management, LLC. Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility Introduction: Market volatility is a fact of life for investors.

Financial Planning 40

Financial Planning Planning Risk Tolerance Marketing 40

Abnormal Returns

JULY 10, 2023

mebfaber.com) Ashby Daniels talks with Hannah Moore about "doing" financial planning. wiredplanning.com) Laurence Kotklikoff talks with David Blanchett about problems with conventional financial planning tools. Podcasts Meb Faber talks with Blake Street is a Founding Partner and CIO of Warren Street Wealth Advisors.

Compliance 244

Compliance Recruitment Financial Planning Wealth Advisor 244

The Big Picture

NOVEMBER 15, 2023

Note: We deploy many of these solutions at RWM that take advantage of our knowledge of behavioral economics.) The Satellite is whatever personal stink you wanna decorate that tree with: Maybe you’re a fan of venture capital or private equity; perhaps you think India is the next great economic powerhouse; AI? We all are! –

Investments 343

Investments Investing Portfolio Economics 343

The Big Picture

MAY 5, 2023

Rather than accept the volatility of month-to-month economic datapoints — NFP, Consumer Spending, Manufacturing, Inflation, etc. From the perspective of an asset management and financial planning firm, the challenge is getting people to ignore the day-to-day noise in favor of thinking about where prices will be a decade hence.

Economics 363

Economics Financial Planning Manufacturing Numbers 363

Wealth Management

JUNE 12, 2025

Lynn O'Shaughnessy , Columnist: College Planning June 12, 2025 4 Min Read 12875116/iStock/Getty Images Plus When I took on this task years ago, it was challenging to figure out the itinerary for a 12-day trip that included nine private liberal arts colleges in Massachusetts, New York and Pennsylvania.

Wealth Management 239

Wealth Management Financial Planning Planning Financial Advisor 239

Wealth Management

JUNE 11, 2025

Whether clients support the policies with cash gifts or split-dollar, the discussion of options will necessarily involve a combination of insurance planning, tax planning, income and gift tax-oriented wealth transfer planning and investment planning. Resourceful agents will figure this out.

Wealth Management 165

Wealth Management Insurance Estate Planning Clients 165

eMoney Advisor

JANUARY 12, 2023

We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. A 2021 study measured the impact pro bono financial planning can have on cancer patients. Foundation for Financial Planning. Financial Planning Association chapters.

Financial Planning 107

Financial Planning Planning Financial Planner CFP 107

Nerd's Eye View

JANUARY 20, 2023

While it remains to be seen whether the measures will actually be enacted, proposed measures include raising income and capital gains tax rates, instituting wealth taxes, and reducing the state estate tax exemption, potentially creating future planning opportunities for advisors with clients in those states. Read More.

Financial Planner 246

Financial Planner Financial Advice Fee Only Financial Planning 246

Wealth Management

JUNE 10, 2025

David Armstrong , Executive Director, Content and User Engagement at WealthManagement.com June 10, 2025 Economic uncertainty, heightened volatility and on-again, off-again trade policies are challenging for investors.

Wealth Management 147

Wealth Management Marketing Marketing Tax Planning 147

Integrity Financial Planning

JANUARY 9, 2023

The 2022 economic climate has been bumpy for most and, in some cases, even bumpier for retirees. Americans and the world at large dealt with the economic ramifications of the Russia-Ukraine war, post-pandemic industrial effects, and rising inflation and interest rates. 1] [link]. [2] 2] [link]. [3] 3] [link]. [4]

Accounting 97

Accounting Retirement Economics Financial Planning 97

Yardley Wealth Management

DECEMBER 17, 2024

The coming year offers unique opportunities and challenges that we need to navigate carefully, making it crucial to establish clear, actionable financial objectives that align with your life goals. Interest rates remain a significant factor in financial planning, affecting everything from mortgage rates to investment returns.

Financial Planning 52

Financial Planning Debt Management Retirement Planning Retirement 52

Nerd's Eye View

AUGUST 9, 2022

Anna is the founder of Dare to Dream Financial Planning, an independent RIA based in New York City that has grown to more than $400,000 of annual revenue in barely 3 years by building a focused base of 32 ongoing clients coupled with more than a dozen project-based planning clients who go through a one-day financial planning intensive.

Financial Advisor 243

Financial Advisor Financial Planning Clients Planning 243

AdvicePay

APRIL 12, 2023

The economic challenges of 2022 combined with the rapid increase of inflation and interest rates motivated clients to seek out more than just investment management services from financial professionals. People not only want real financial planning, they need it.

Financial Planning 88

Financial Planning Planning Clients Economics 88

Nerd's Eye View

AUGUST 22, 2022

With recent economic changes, though, there are renewed opportunities for advisors to help clients manage their cash more effectively. For example, bank account balances have increased sharply in the last three years due to governmental programs in response to the pandemic and also to generally rising wages and salaries.

Clients 246

Clients Management Accounting Banking 246

Nerd's Eye View

AUGUST 22, 2022

With recent economic changes, though, there are renewed opportunities for advisors to help clients manage their cash more effectively. For example, bank account balances have increased sharply in the last three years due to governmental programs in response to the pandemic and also to generally rising wages and salaries.

Clients 246

Clients Management Accounting Banking 246

Nerd's Eye View

MARCH 6, 2024

Financial advisors often discuss how futile it is to try and predict what will happen in the stock market, and yet the reality is that a core component of creating a financial plan involves making a prediction for how markets will behave, at least in the long run.

Valuation 246

Valuation Retirement Economics Financial Advisor 246

Nerd's Eye View

AUGUST 12, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the U.S.

Financial Planner 244

Financial Planner Retirement Healthcare Numbers 244

Zoe Financial

APRIL 7, 2025

Economic Update: Market reaction: The sell-off reflects uncertainty, not full confidence that the tariffs will hold negotiations are expectedarket reaction: The sell-off reflects uncertainty, not full confidence that the tariffs will hold negotiations are expected. Actual economic or market events may turn out differently than anticipated.

Marketing 81

Marketing Marketing Risk Tolerance Financial Advisor 81

Nerd's Eye View

MAY 23, 2023

Welcome back to the 334th episode of the Financial Advisor Success Podcast ! Meg is the Founder and Lead Financial Planner for Flow Financial Planning, a virtual RIA serving mid-career women in tech that oversees almost $60 million in assets under management for 60 client households.

Clients 246

Clients Financial Advisor Financial Planner Financial Planning 246

eMoney Advisor

JANUARY 31, 2023

The subject matter at the time was focused on investment and economic updates. But my thinking changed when I realized that as a planning-led firm, we should be providing more to our clients than market updates—we were missing a big opportunity.

Education 103

Education Financial Planning Clients Planning 103

MainStreet Financial Planning

MARCH 7, 2025

If youre searching for a fiduciary financial planner, flat-fee financial planning, or the best alternative to AUM-based advisors, this article will help you decide which model is right for you. You prefer a fiduciary financial planner who isnt incentivized to keep assets under management.

Fee Only 52

Fee Only Financial Planner Financial Planning Estate Planning 52

Zoe Financial

JANUARY 28, 2025

Smart Investing: Focus On Your Longterm Financial Goals Its imperative to begin the investment process with a clear idea of your goals and the time frame for your financial plan to accomplish them. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing 98

Marketing Marketing Financial Advisor Taxes 98

Nerd's Eye View

APRIL 12, 2023

Notably, Historical and Regime-Based Monte Carlo models outperformed Traditional and Reduced-CMA models not only in general, but also throughout most of the individual time periods tested, as they had less error across many types of economic and market conditions.

Retirement 246

Retirement Retirement Planning Math Advertising 246

Clever Girl Finance

APRIL 22, 2025

Recession-proof businesses are more than just smart, they’re essential when economic uncertainty hits. Financial planning services 12. Content related to challenging financial times Final thoughts: Start building a recession-proof business today Recession-proof businesses can thrive despite an economic downturn.

Economy 69

Economy Food Healthcare Economics 69

Nerd's Eye View

APRIL 25, 2023

We conclude with why Ari feels grateful that the advisory business model is so successful, as it takes away the pressure to focus on the business economics and instead gives him more opportunities to connect with the human aspect of financial planning and create deep and meaningful relationships with the people around him and in his life.

Management 246

Management Financial Advisor Clients Ethics 246

Discipline Funds

MARCH 10, 2025

This is also what makes retirement planning so difficult – you effectively lose an asset in your portfolio when your income stops or declines. And this is why I’ve become such a big advocate of defining our durations within our financial plans.

Assets 75

Assets Portfolio Financial Planning Insurance 75

Nerd's Eye View

NOVEMBER 22, 2023

In this guest post, Chris Stanley, investment management attorney and Founding Principal of Beach Street Legal, discusses in depth the various stages of buying, selling, and merging an investment advisory and financial planning business.

Compliance 245

Compliance Sales Financial Advisor Financial Planning 245

Darrow Wealth Management

MARCH 3, 2025

The choice between stocks and bonds depends on their individual circumstances, such as risk tolerance, time horizon, and financial goals. Consider working with a fiduciary financial advisor to help manage your investments and provide financial planning guidance before and during retirement.

Risk Tolerance 78

Risk Tolerance Asset Allocation Assets Portfolio 78

WiserAdvisor

OCTOBER 31, 2023

Creating a financial plan is the first step toward achieving financial freedom. Financial plans are essential for setting your financial goals in motion. Not every financial plan stands the test of time, and multiple options can often lead you astray.

Financial Planning 59

Financial Planning Planning Medical Retirement 59

Abnormal Returns

AUGUST 15, 2022

Podcasts Michael Kitces talks with Anna N’Jie-Konte who is the founder of Dare to Dream Financial Planning about leveraging her reach. kitces.com) Daniel Crosby talks with Melina Palmer is founder and CEO of The Brainy Business, which provides behavioral economics consulting to businesses of all sizes from around the world.

Financial Planning 130

Financial Planning Valuation Consulting Retirement 130

Nerd's Eye View

MARCH 13, 2023

However, the reality is that it’s very expensive to build and maintain technology, especially when considering the full range of CRM, portfolio management, financial planning, and more than a dozen other sub-categories of technology that financial advisors use in their firms. broker-dealers, RIA aggregators, TAMPs, etc.)

Compliance 245

Compliance Portfolio Management Planning Financial Advisor 245

Darrow Wealth Management

FEBRUARY 26, 2025

Swings in the financial markets also highlight the benefitsand limitationsof diversification. During times of economic, financial, and political uncertainty, investors often wonder where to invest or what changes to make to their portfolio. Again, every recession or economic downturn is different. treasuries.

Marketing 56

Marketing Marketing Retirement Portfolio 56

Fortune Financial

SEPTEMBER 5, 2023

Navigating Record-High Credit Card Debt With a Solid Financial Plan Credit card debt has reached a record high of $1 trillion despite high borrowing costs that may continue rising, according to recent data from the Federal Reserve. Impact on Economic Growth On a macroeconomic level, rising borrowing costs can slow down economic growth.

Financial Planning 59

Financial Planning Planning Financial Advisor Budgeting 59

Tobias Financial

APRIL 14, 2025

Market downturns can bring uncertainty, and with recent headlines about tariffs and economic shifts, you may be wondering whats next. Just weeks ago, analysts were predicting continued market growth, and now, concerns about global trade and economic conditions are leading to increased volatility.

Portfolio 52

Portfolio Risk Tolerance Marketing Marketing 52

International College of Financial Planning

APRIL 25, 2024

Recognized in over 27 countries globally, the CFP® designation is one of the most respected and widely acknowledged credentials in financial planning. Individuals who earn this certification are thoroughly prepared to offer expert financial advice. From there, they collaborate with you to develop a tailored financial plan.

Certification 52

Certification CFP Certified Financial Planner Financial Planning 52

Nerd's Eye View

AUGUST 12, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the U.S.

Financial Planner 173

Financial Planner Retirement Healthcare Numbers 173