Nerd's Eye View

APRIL 16, 2025

In these moments, the conversations that advisors have with their clients play a crucial role in helping clients maintain perspective, avoid emotional decisions, and stay committed to their long-term financial plans. Finally, volatile markets offer a powerful opportunity for advisors to reinforce the value of financial advice.

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Tobias Financial

JUNE 19, 2025

For long-term investors , the Fed’s cautious approach underscores the importance of having a diversified strategy that can adapt to changing economic conditions. While headlines may shift with each Fed meeting, maintaining focus on long-term goals and financial fundamentals can help weather periods of uncertainty.

Financial Planning 52

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Wealth Management

JUNE 10, 2025

RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfolio management, into areas like estate and tax planning.

Wealth Management 147

Wealth Management Marketing Marketing Tax Planning 147

Yardley Wealth Management

DECEMBER 17, 2024

Garry Esquire, CFP®, MBA Founder & CEO of Yardley Wealth Management Setting meaningful financial goals in 2025 requires more than just wishful thinking – it demands a strategic, well-planned approach. Helping clients achieve their monetary aspirations, I’ve seen how proper goal-setting can transform financial futures.

Financial Planning 52

Financial Planning Retirement Planning Debt Management Retirement 52

Discipline Funds

MARCH 10, 2025

I n our Countercyclical Indexing strategy I like to use a 10 year target duration for the multi-asset index, but the application of that depends on personal preference and planning needs. This is also what makes retirement planning so difficult – you effectively lose an asset in your portfolio when your income stops or declines.

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Assets Portfolio Financial Planning Insurance 75

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.

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Marketing Marketing Financial Advisor Taxes 98

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.

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Risk Tolerance Asset Allocation Assets Portfolio 72

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. A flat-fee financial planner includes these services in a transparent pricing model.

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International College of Financial Planning

JULY 11, 2025

It calls for the ability to connect the dots – between economic events, investor psychology, personal goals, and long-term asset behaviour. The CFP® program isn’t just about mastering technical modules on investment planning, taxation, retirement, or insurance. And this is precisely what the CFP® certification is built to instil.

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Your Richest Life

NOVEMBER 26, 2024

Wherever you’re at with your plans, watch out for these common midlife money myths along the way: Midlife Money Myths #1: It’s too difficult to change careers Changing careers at any age can be intimidating, but the older you get, the more impossible it can feel. Try to focus on your own plan, and what will work best for you.

Retirement 52

Retirement Planning Fee Only Financial Planning 52

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. Charles L.

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Wealth Management Insurance Estate Planning Clients 165

The Big Picture

MARCH 18, 2025

This is as true for professionals as it is for amateurs; it’s also true in music, film, sports, television, and economic and market forecasting. Media Madness : Do we really need 24/7 financial advice for our investments we wont draw on for decades? Create a financial plan (then stick to it). Bad Numbers : 4.

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Investing Investments Math Media 314

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

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.

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Marketing Marketing Retirement Portfolio 54

Discipline Funds

APRIL 30, 2025

The NBER defines a recession as A significant decline in economic activity that is spread across the economy and lasts more than a few months. With stocks and bonds you can make reasonable financial planning based estimates about how they fit into a financial plan over specific time horizons.

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Insurance Financial Planning Government Economy 75

Carson Wealth

JULY 8, 2025

It gives you the freedom to fine-tune and manage your level of risk and comfort, meet a variety of goals with different timelines, invest only in companies that share your ethical views, help minimize your tax liability, and pivot as your life evolves and economic conditions shift. These are the basic building blocks of any portfolio.

Portfolio 52

Portfolio Investing Investments Asset Allocation 52

International College of Financial Planning

JUNE 17, 2025

Introduction to GIFT City and Its Legal-Economic Status The Gujarat International Finance Tech-City, commonly referred to as GIFT City, is a landmark initiative by the Government of India aimed at creating a world-class financial centre within the country.

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Compliance Education Economics Retail 40

WiserAdvisor

JUNE 16, 2025

One impulsive decision or economic downturn can turn the tables over. Use the right high-net-worth financial planning strategies to protect your assets from lawsuits, domestic disputes, theft, cybercrime, and more Lawsuits, cybercrime, and theft are real risks. Thankfully, you do not need to do this on your own.

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Wealth Management Taxes Insurance Assets 59

Indigo Marketing Agency

JUNE 18, 2025

When major economic news breaks, prospects are looking for guidance from trusted professionals. A timely video explaining how recent Federal Reserve decisions might impact retirement planning can position you as the go-to advisor for your niche. Don’t let another month pass without a strategic content plan.

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Financial Advisor Clients Education Healthcare 64

WiserAdvisor

JUNE 24, 2025

After all, that is what a solid financial plan is all about. This is a temporary lifestyle adjustment that can help you stay financially stable in the short term and even strengthen your savings habits in the long run. Instead, you could consider taking your Social Security benefits earlier than planned.

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Financial Advisor Retirement Accounting Investing 59

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.

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Marketing Marketing Risk Tolerance Taxes 81

Gen Y Planning

MARCH 10, 2025

As we move through the first quarter of 2025, weve had several clients, colleagues, and friends reach out with questions about recent market movements and the impact of tariff discussions on their personal financial plan. This volatility is partially driven by uncertainty surrounding tariff policies and their potential economic impact.

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Marketing Marketing Financial Planning Asset Allocation 52

Financial Symmetry

MARCH 31, 2025

Social Security may be facing long-term challenges, but history, economics, and politics all point to one thing: its likely not going away. The best decision comes from understanding how it fits into your overall financial plan that considers your life expectancy, income needs, and retirement goals.

Retirement 62

Retirement Taxes Financial Planning Economics 62

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

Yardley Wealth Management

JULY 9, 2025

In 1916, the number of stocks represented by the DJIA increased to 20 and remained at that level until moving up to its current 30-count in 1928 to reflect the (soon-to-end) economic boom of the Roaring 1920s. The transformation of the companies in the DJIA reflects the broader shifts and developments in the U.S. billion Trade on a major U.S.

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Marketing Marketing Risk Tolerance Wealth Management 52

Discipline Funds

APRIL 7, 2025

This whole thing really blows my mind because this was never a controversial topic in economics. The Defined Duration strategy is a bucketing style strategy that implements a financial planning based asset-liability matching strategy. So it’s disappointing to see so much misinformation about it.

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Portfolio Assets Economy Taxes 59

Yardley Wealth Management

SEPTEMBER 10, 2024

Investing for Retirement: Strategies for Long-Term Success Introduction Investing for retirement is a journey that demands careful planning, patience, and discipline. Do you plan to travel extensively, pursue hobbies, or volunteer? Learn more about retirement plan options here. What lifestyle do you envision?

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Retirement Risk Tolerance Investing Investments 40

Midstream Marketing

NOVEMBER 5, 2024

Introduction In today’s digital world, having a good social media plan is very important for financial advisors who want to succeed. They help build brand awareness, attract potential clients, and share your expertise in financial services. Are you trying to reach young professionals starting their financial journey?

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Media Financial Advisor Marketing Marketing 52

Harness Wealth

MARCH 7, 2025

Learn about his insights into effective communication and transparent expectations for remote teams, shared recently at the AICPA Personal Financial Planning Summit 2025. Many firms and advisors also regularly participate in pro bono planning that aids people of any means with volunteer services.

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Taxes Retirement Financial Advisor Retirement Planning 52

Your Richest Life

FEBRUARY 24, 2025

Here are some of the main financial headlines so far, and what they might mean for you: Federal Reserve Holds 2025 Rates Steady At the Feds end of January meeting, they opted to keep the federal rates where they are instead of implementing another cut. Currently, the federal funds rate is at 4.25 percent to 4.50

Financial Market 52

Financial Market Marketing Marketing Medicine 52

Discipline Funds

MAY 5, 2025

First, the performance of the stock market and short-term economic data doesn’t give us any definitive understanding of the tariffs. And I’ve had numerous clients reach out to me to say how calm they’ve been specifically because they have such a sound understanding of how their assets match their financial planning needs.

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Assets Financial Planning Portfolio Economy 59

Midstream Marketing

NOVEMBER 6, 2024

Or are you focusing on older people who are concerned about estate planning for retirement or retirement income planning? Financial Goals: These include saving for retirement, managing money, and paying for education. Pain Points: These are issues like market ups and downs, tax problems, and money planning being hard.

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Financial Advisor Marketing Marketing Media 52

WiserAdvisor

JUNE 17, 2025

IBM has announced that it plans to invest $150 billion in the U.S. So, if you are planning your next investment move, speak to a financial advisor about the future of AI and other tech enhancements. These developments could lead to big moves in healthcare stocks, so you will want to keep a close eye on this sector.

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Financial Advisor Ethics Healthcare Investing 59

WiserAdvisor

JUNE 18, 2025

For instance, small companies usually do not have the same financial resources as larger firms do. As a result, they may not survive economic downturns as easily, and their stock prices can be a lot more volatile. It takes research, financial analysis, and some understanding of metrics like price-to-earnings ratios.

Investing 59

Investing Investments Taxes Risk Tolerance 59

Tobias Financial

MAY 13, 2025

With constant headlines about market swings, economic policy changes, and financial uncertainty, its easy to feel overwhelmed. Having an experienced financial advisor by your side can help you stay grounded in your plan, even when markets feel anything but steady. Your financial plan is designed for the long term.

Financial Advisor 52

Financial Advisor Risk Tolerance Financial Planning Planning 52

Dear Mr. Market

DECEMBER 3, 2024

As someone deeply entrenched in financial planning and chronologically standing on the threshold of pre-retirement, the book was more than just a leisure read—it was a revelation. My reading list is usually dominated by stock market noise, economic reports, and client-related materials.

Financial Planner 59

Financial Planner Retirement Planning Retirement Financial Planning 59

Harness Wealth

APRIL 16, 2025

Tax planning serves as the cornerstone of the entire acquisition deal, extending far beyond a simple checkbox. Key takeaways Tax planning impacts every facet of an acquisition, from initial valuation to post-closing integration, with early strategic decisions potentially saving millions in future tax liabilities.

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Taxes Tax Planning Startup Compliance 52