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.

Compliance

Darrow Wealth Management

FEBRUARY 26, 2025

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. Swings in the financial markets also highlight the benefitsand limitationsof diversification. But history offers a helpful lens.

Marketing

Yardley Wealth Management

SEPTEMBER 10, 2024

Take advantage of tax-advantaged retirement accounts such as 401(k)s, IRAs, and Roth IRAs to maximize your contributions and benefit from tax-deferred or tax-free growth. Learn more about retirement plan options here. Aim to contribute as much as you can afford to these accounts each year to accelerate your retirement savings.

Retirement

Clever Girl Finance

APRIL 22, 2025

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

Economy

Indigo Marketing Agency

JUNE 18, 2025

Consider topics like: “The Top 5 Retirement Mistakes I See Wealthy Professionals Make” “How Market Volatility Actually Affects Your Long-Term Goals” These videos position you as the expert while providing genuine value to viewers. Current events commentary also performs exceptionally well.

Financial Advisor

Carson Wealth

JUNE 27, 2025

Unexpected events can derail your progress toward your goals and even your financial security if you don’t have a plan for managing them. Financial planning should ideally involve every area of your financial life because they are all interrelated.

Financial Planning

MainStreet Financial Planning

MARCH 7, 2025

Comprehensive Financial Planning is Included Many AUM advisors charge extra for estate planning, tax strategies, and retirement planning. Ongoing Portfolio Monitoring AUM advisors continuously review your investments and adjust strategies based on market conditions and economic trends.

Fee Only

Harness Wealth

MARCH 7, 2025

Wealth taxes not only collect little revenue and create legal uncertainty, but an Organization for Economic Cooperation and Development (OECD) report argues that they can also disincentivize entrepreneurship, harming innovation and long-term growth. But instead of only taxing real estate, it covers all wealth an individual owns.

Taxes

Random Roger's Retirement Planning

MAY 19, 2025

They talked about "four pillars" as being "economic growth (equities), income defensiveness (bonds), absolute return (alpha) and trend following (tail risk)." Research Affiliates (RA) threw its hat in this ring with a long writeup about managed futures. Portfolio 1 is an attempt to be true to the RA paper using AGG for bonds.

Risk Tolerance

Midstream Marketing

NOVEMBER 5, 2024

Are they interested in retirement plans? Create several posts that explain how to plan for a safe retirement. Retirement savings Investment portfolio Overall economic outlook Survey: What financial planning topics do you want to learn about the most? Share tips on how to handle these hard times.

Media

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

Midstream Marketing

NOVEMBER 6, 2024

Share economic signs and how they might affect your investment strategies. Retirement Planning: Give tips on how to save for retirement. Explain how to manage your retirement funds and pay for healthcare. They should also help solve common questions or problems your potential clients may face.

Financial Advisor

Tobias Financial

APRIL 1, 2025

He tailors his approach to support long-term goals, whether it’s retirement planning, saving for education, or managing major life transitions. Chad earned his degree in economics from San Diego State University before relocating to Florida to be closer to family and enjoy the outdoor lifestyle.

CFP

Random Roger's Retirement Planning

APRIL 3, 2025

Nate Geraci Tweeted out that "a ny sort of market, economic, or political turmoil offers a window into your financial advisor, portfolio manager, etc" Tough but fair. The S&P 500 was at 6000. If you can buy it at 4500, that is buying low, regardless of whether it goes to 4000 before going back up.

Portfolio Management

Random Roger's Retirement Planning

NOVEMBER 21, 2024

From the fund page : the goal is seeking stable returns across a variety of economic and financial market conditions, consistent with the preservation of capital. Offering diversified exposure to U.S. Treasuries, real estate, gold, and agricultural commodities."

Asset Allocation

Random Roger's Retirement Planning

FEBRUARY 7, 2025

In addition to all the economic commentary, Jim manages the WisdomTree Bianco Total Return Fund (WTBN). It would be tough for me to put that much into Japan and 32% into MBXIX is fine for blogging purposes but I wouldn't even go 1/3 of that amount into any single macro strategy fund.

Portfolio

Random Roger's Retirement Planning

JULY 6, 2025

If 20% of the working population gets displaced by AI as some have said, one commenter on the above linked WSJ article noted, then we likely would have an economic depression. An AI-induced economic depression could mean fewer bookings but the opportunity would still be there for us. My wife and I own a vacation rental.

Retirement

Random Roger's Retirement Planning

APRIL 27, 2025

I excluded it for being a shock caused from outside the world of capital markets and economics. MERIX is a client and personal holding. My long time thesis of course has been that bonds no longer function as reliable diversifiers, they've instead become a source of unreliable volatility.

Taxes

Random Roger's Retirement Planning

JULY 27, 2025

The cons related to not having the flexibility at work to do this, the drawback of having to quit and then reenter the workforce and not just the interruption of savings contributions but also potentially pulling from savings to make the economics of the sabbatical work.

Retirement

Tobias Financial

MARCH 12, 2025

Economic uncertainty, shifting policies, and global events can make it difficult to know what comes next. You may be wondering how all of this impacts your financial future and the plans youve worked hard to build. With everything happening in the world right now, its natural to feel a bit unsettled.

Marketing

Abnormal Returns

MAY 15, 2025

spyglass.org) Alternatives Private equity keeps popping up in retirement plans. rogersplanning.blogspot.com) Retirement plan provider Empower will start including private markets investments in its defined contribution plans. (cnbc.com) The path to a successful IPO is longer than you think.

Retirement Planning

Random Roger's Retirement Planning

JUNE 9, 2025

Last month we looked at Research Affiliates' take on quadrant style investing with allocations to equities for economic growth, bonds for income and defensiveness, absolute return for alpha and trend following for tail risk. In that last post we equal weighted a possible portfolio to express their idea.

Portfolio

Tobias Financial

JUNE 23, 2025

In today’s economic environment, many individuals preparing for retirement are thinking more carefully about when to begin claiming Social Security benefits. At Tobias Financial Advisors, we support clients in evaluating how Social Security fits into their overall retirement plan.

Economics

The Big Picture

AUGUST 1, 2025

Verdadcap ) see also Foie Gras Retirement plan participants shouldn’t be force-fed private assets : Private equity and credit managers desperately want access to retirement plan participants. For all the impressive economic statistics, Texas doesn’t generate sufficient income or security for its residents.

Retirement Planning

Trade Brains

JULY 2, 2025

Addressing this challenge on a war footing is crucial to maintaining our society’s socio-economic resilience and security. This growing vulnerability is a threat to families’ financial security and aspirations. The Insurance Awareness Committee was formed under the aegis of the Life Insurance Council to take action on this issue.

Insurance

Carson Wealth

JULY 31, 2025

If your income increases, your social economic landscape could change. Insurance as Part of Retirement Planning and College Savings Life insurance policies can also be used as additional retirement savings vehicles. New Job or Promotion When you get a new job or a promotion, you may have a higher income.

Insurance Coverage

Nerd's Eye View

MAY 10, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners"– this week's edition kicks off with the news that a recent analysis from Morningstar suggests that the Department of Labor's (DoL's) new Retirement Security Rule (aka Fiduciary Rule 2.0)

Financial Planner

Nerd's Eye View

JANUARY 1, 2024

This month's edition kicks off with the news that held-away asset management platform Pontera has raised $60 million in venture capital funding as advisors increasingly seek to directly manage clients' 401(k) and other outside assets – although an ongoing investigation by Washington state regulators over whether advisors' use of Pontera violates (..)

Retirement Planning

Carson Wealth

AUGUST 25, 2022

often fail to consider sequence of return, housing, longevity, health or family risks faced in retirement. Focus on Your Retirement Plan Rather Than a Magic Number. would be “How do I plan for retirement?“ Social Security is a federal retirement plan originally created under the Social Security Act of 1935.

Retirement Planning

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

Nationwide Financial

JUNE 20, 2023

After decades of saving and planning, many pre-retirees (non-retired investors aged 55-65) are reconsidering their retirement plans in response to rising inflation, high interest rates, and an uncertain economic environment. The biggest threat to a secure retirement?

Retirement

Zoe Financial

JANUARY 27, 2025

The Five Phases of Retirement Planning Published January 29, 2025 Reading Time: 2 minutes Written by: The Zoe Team Retirement is a journey with distinct phases, each requiring its own focus and preparation. Its about striking a balance between enjoying your retirement and ensuring long-term security.

Retirement Planning

WiserAdvisor

NOVEMBER 14, 2023

Retirement planning is an essential aspect of financial security, especially as one transitions from a phase of regular income to relying on savings and investments. With increased life expectancy, the modern retirement plan may need to account for not only a longer life but also for the increased expectations during this phase.

Retirement Planning

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

Nationwide Financial

JANUARY 25, 2023

In recent months, Americans are rethinking what life in retirement looks like because of economic uncertainty, opting to adjust their personal priorities with financial stability in mind. Among non-retired investors, more than two-thirds (69%) plan to or are considering continuing to work in retirement.

Retirement

Nationwide Financial

APRIL 19, 2023

As multiple recessionary signs flash red including bank failures, persistent inflation, and ongoing volatility, investors of all ages are increasingly nervous about the state of the markets and economy and what it means for their retirement plans and their ability to save for retirement.

Retirement Planning

James Hendries

AUGUST 24, 2022

But volatile markets aren’t necessarily a negative thing, especially when it comes to retirement planning. ” 2 From 1990 to the present, Japan’s annual economic growth has averaged less than one percent per year. Consider the alternative—something like Japan’s “Lost Decades.”

Retirement Planning