Investment Writing

JUNE 18, 2025

Type size is proportional to the number of respondents choosing a word as their answer. Most financial advisors (and investors) don’t have much time to read and are in a state of information overload. Well-written A number of comments supported my belief that letters should be well written. Get to the point quickly!

Investing 52

Investing Investments Clients Management 52

Tobias Financial

JUNE 1, 2025

According to The Daily Upside article, some tax saving aspects could benefit clients, but other provisions could negatively impact the economy at large. Having a solid number to plan with helps a lot of high-net-worth individuals plan for their heirs more efficiently. Matthew highlights the increase in state and local tax deductions.

Taxes 40

Taxes Financial Advisor Wealth Advisor CFP 40

Carson Wealth

FEBRUARY 6, 2025

Rewards for Business Owners If you own your own business, the tax code continues to recognize your contribution to the economy. Making These Changes Work for You Tax planning isn’t a once-a-year activityit’s an ongoing opportunity to strengthen your financial health.

Taxes 64

Taxes Retirement Tax Planning Planning 64

Your Richest Life

MAY 20, 2025

Its common for people to start avoiding their account balances or credit card statements during tough times, but getting clear on the numbers can help you feel more in control. Work with a Professional for Money Stress Contrary to popular belief, you dont have to be wealthy to work with a financial advisor.

Management 52

Management Certified Financial Planner Financial Planning Planning 52

Discipline Funds

JANUARY 21, 2025

No economy in the world does a better job of getting capital into the places where it can be most efficiently utilized. This is, arguably, one of the stark differences between the US economy and the rest of the world and why the USA has performed so much better over the last 20 years. If you do then shoot me a note.

Marketing 97

Marketing Marketing Insurance Economics 97

Abnormal Returns

APRIL 28, 2025

cnbc.com) The number of incoming containers from China have plunged. theatlantic.com) Economy Why the Fed is kinda stuck. thetranscript.substack.com) How to strengthen the economy without protectionism. abnormalreturns.com) Are you a financial advisor? Then sign up for our weekly advisor-only newsletter.

Retail 147

Retail Economy Financial Advisor Manufacturing 147

The Big Picture

APRIL 8, 2025

Lisa Shallet, chief Investment Officer at Morgan Stanley has had a number of fascinating roles in Wall Street, which is kind of amusing considering she had no interest in working on Wall Street, and yet she was CEO and chairman at Sanford Bernstein. I was traveling and on an airplane all the time. So I took the plunge, I quit.

Asset Allocation 144

Asset Allocation Wealth Management Clients Assets 144

WiserAdvisor

JUNE 11, 2025

A number of changes have been proposed and implemented since President Donald Trump returned to office. If you are unsure how this impacts your personal retirement strategy, you can also consult a financial advisor to understand the impact of tariffs on the stock market and how you can protect yourself. based companies.

Budgeting 59

Budgeting Retirement Asset Allocation Accounting 59

The Big Picture

APRIL 29, 2025

So that, that number ultimately is about 40 billion of our 150 billion of equity. But we are in a number of annuity and, and other asset allocation products throughout Prudential that, that avail themselves of, of our various capabilities. Or are we gonna see cuts because the economy is beginning to slow?

Management 130

Management Assets Portfolio Insurance 130

Bell Investment Advisors

JUNE 27, 2025

From Policy to Portfolio: The Economic Impact of Tariffs On Thursday, June 26 th at 12pm Pacific Time, Financial Advisor Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for a 45-minute webinar that covered the following topics: Financial Market Returns The U.S. My name is Laurent Harrison.

Economics 52

Economics Portfolio Taxes Numbers 52

Zoe Financial

MARCH 24, 2025

Retail Sales (February): Headline number: rose 0.2% (below expectations of up 0.7%). Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Economies and markets fluctuate. Find your financial advisor matches.

Marketing 52

Marketing Marketing Economics Taxes 52

Wealth Management

JULY 11, 2025

Number 8860726. Specifically, the Russian government can pay a limited number of expenditures starting on Oct. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. CBDCs have moved from “pilot studies” to full integration in Jamaica, Nigeria and the Bahamas.

Wealth Management 199

Wealth Management Estate Planning Assets Fiduciary Duty 199

Wealth Management

JULY 18, 2025

Number 8860726. Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Resonant Capital Advisors CEO and President Benjamin Dickey RIA $2.2B Registered in England and Wales.

Fiduciary Duty 133

Fiduciary Duty Estate Planning Wealth Management Planning 133

The Better Letter

MARCH 18, 2025

Nigl’s bracket finally went bust on game 50 (the third game on the second weekend) when three seed Purdue defeated number two Tennessee, 99-94, in overtime. And about 60 percent of national champions are one of the four number one seeds. A roulette wheel hitting the same number seven times in a row ( one in three billion ).

Numbers 76

Numbers Marketing Marketing Medicine 76

Zoe Financial

APRIL 28, 2025

1st quarter GDP numbers. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Economies and markets fluctuate.

Marketing 40

Marketing Marketing Taxes Economics 40

Wealth Management

JUNE 11, 2025

Number 8860726. Women-owned businesses are a powerful engine in our economy. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. enterprises and generate $2.7

Wealth Management 133

Wealth Management Management Estate Planning Planning 133

Wealth Management

JUNE 12, 2025

Number 8860726. Economists at Harvard , of all places, generated a big splash in 2023 when it released an exhaustive study that examined whether the extremely rich students being accepted into these institutions had more impressive academic profiles than the teenagers who fly economy. Registered in England and Wales.

Wealth Management 222

Wealth Management Financial Planning Planning Financial Advisor 222

Abnormal Returns

FEBRUARY 21, 2024

ritholtz.com) Khe Hy talks with Kyla Scanlon about lessons learned from the attention economy. Rowe Price about non-financial considerations in retirement. morningstar.com) People work in retirement for any number of reasons. morningstar.com) 11 financial mistakes to avoid including 'Not carrying umbrella coverage.'

Retirement 275

Retirement Retirement Planning Portfolio Management Taxes 275

Nerd's Eye View

OCTOBER 4, 2023

People often talk about "the economy" as a single entity whose parts move in unison, with a small number of key indicators (such as GDP, the unemployment rate, and inflation) moving reliably in relation to each other. manufacturing sector, by the measures of employment and service prices, has been in a recession for nearly 12 months.

Valuation 246

Valuation Economics Economy Marketing 246

Nerd's Eye View

MARCH 29, 2024

Nonetheless, Kitces Research suggests that when it comes to financial advisors, those with sufficient experience can often have both, with thriving advisors earning more and working fewer hours!

Financial Planner 244

Financial Planner Insurance Coverage Financial Advisor Communication 244

Nerd's Eye View

JANUARY 3, 2024

The sentiment is especially poignant when it comes to economic forecasting, as it's nearly impossible to get an accurate picture of the current state of the economy at any given moment. As a result, uncertainty about how the economy may unfold, even along the shortest time frames, is the default.

Economics 246

Economics Marketing Marketing Economy 246

Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Check out his Twitter feed here.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Nerd's Eye View

JUNE 3, 2024

Welcome to the June 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Risk Tolerance 246

Risk Tolerance Communication Startup Financial Planning 246

Nerd's Eye View

MAY 22, 2024

Further, critics of non-compete agreements argue that they restrict dynamism in the overall economy by making it harder for businesses to hire (as the pool of applicants will be smaller in industries where non-competes are prevalent ), and for employees subject to non-competes to start new companies.

Financial Advice 246

Financial Advice Commission Clients Sales 246

Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Communication 246

Communication Portfolio Management Clients Tax Planning 246

Walkner Condon Financial Advisors

JANUARY 30, 2024

One definition , according to a speech delivered by Tom Barkin, the President of the Federal Reserve Bank of Richmond, is “where inflation completes its journey back to normal levels while the economy stays healthy”. One might then wonder 1) what are normal inflation levels and 2) what defines a healthy economy. during this period.

Economy 75

Economy Financial Advisor Banking Economics 75

International College of Financial Planning

AUGUST 2, 2021

There is a huge demand for Financial Advisors in India. In this write-up, we look at how one can become a financial advisor in India along with the opportunities and challenges in this career. Are you looking at a career as a Financial Advisor in India? What Does a Financial Advisor Do?

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Indigo Marketing Agency

MARCH 5, 2020

Best Books for Financial Advisors. While we are worried about public health and the economy, there isn’t much we can do to help. That’s why I’m excited to share the top books for financial advisors in 2020. That’s why I’m excited to share the top books for financial advisors in 2020.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Integrity Financial Planning

JULY 28, 2022

Financial uncertainty in the market is giving a lot of people a lot of anxiety. You’ve got to focus more on your particular situation as opposed to the big picture of the country, the economy, or whatever because you can’t do anything about a lot of things. You have to look at the numbers to see how much inflation really is.

Financial Planning 98

Financial Planning Economy Planning Financial Advisor 98

Sara Grillo

AUGUST 14, 2023

So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Let’s debate it! Let’s talk about it.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Indigo Marketing Agency

APRIL 23, 2020

Marketing In A Crisis For Financial Advisors (Free Webinar). The hardest part of getting new clients as a financial advisor is the lack of urgency that people have when it comes to their financial plan. She works closely with several of Barron’s Top 100 Financial Advisors to grow their AUM using digital marketing.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Walkner Condon Financial Advisors

SEPTEMBER 30, 2022

Core CPI is an attempt to strip out the most variable drivers of inflation (namely food and energy) from the base (or “headline”) CPI number, but the costs of food and energy can infiltrate into core CPI items such as apparel and household goods. Financial Advisor. appeared first on Walkner Condon Financial Advisors.

Financial Advisor 98

Financial Advisor Food Fee Only Economics 98

Diamond Consultants

OCTOBER 4, 2022

But the most powerful driver of movement comes from the advisors themselves—those who are looking for greater freedom and control in how they serve clients and grow their businesses. The good news is that even amidst a turbulent economy and market, advisor movement in the first half of 2022 was extraordinary!

Financial Advisor 52

Financial Advisor Recruitment Wealth Management Consulting 52

Fortune Financial

SEPTEMBER 19, 2023

While these exciting new developments garner a lot of attention, there are a number of other secular growth stories that, for investors, are equally worthy of attention. Older generations, too, are active in the pet economy as their pets afford them companionship now that their children have largely left the house. members to ~2.5

Food 95

Food Budgeting Economics Financial Advisor 95

WiserAdvisor

FEBRUARY 2, 2023

An economy in a recession may experience unemployment, job losses, business closures, declining incomes, low trade, industrial activity, etc. Here are some things that can help you understand how to protect yourself in a recession with minimal harm to your long-term financial goals. There are a number of ways to cut your expenses.

Financial Advisor 74

Financial Advisor Economics Planning Risk Tolerance 74

Zoe Financial

MAY 14, 2023

A couple numbers on the negative side: The University of Michigan, Consumer Sentiment Index tame in at a worse than expected 57.7 Interest Rates: Federal Governor Michelle Bowman spoke on Friday as she said that inflation recent numbers do not signal a downward path yet. Core PPI, came in as expected at 2.3%. forecast of 63).

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Discipline Funds

NOVEMBER 3, 2023

Friday’s employment report came in weaker than expected, which is, weirdly, very good news for the economy and the Fed. It’s good news because it’s consistent with a slowing, but growing economy which means the Fed can breath a little easier about inflation and future rate hikes. It was just right.

Financial Advisor 75

Financial Advisor Economy Assets Clients 75