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#FASuccess Ep 419: Attracting Clients Who Want To Align Their Investments With Their Values With A Sustainable Investing Approach, With Peter Krull

Nerd's Eye View

Welcome to the 419th episode of the Financial Advisor Success Podcast ! Pete is the Director of Sustainable Investing of Earth Equity Advisors, an RIA based in Asheville, North Carolina, that oversees approximately $200 million in assets under management for 250 client households. Welcome everyone! Read More.

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A Beginner’s Guide to Market Investment Terms

Carson Wealth

This glossary of investment terms to know can be your cheat sheet for spotting red flags (and opportunities) in your portfolio, talking shop with your advisor, and making investment decisions based on understanding, not just gut feelings. Risk tolerance and asset allocation? Core Market Investment Terms Bull or bear market?

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Market Drama

Zoe Financial

For investors, this may be a time to revisit your financial plan, not to panic. Consider speaking with a financial advisor about risk tolerance and strategies like tax loss harvesting. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Stay tuned for next week.

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Key Trends and Concerns for Investors in 2025

WiserAdvisor

However, it is important to note that this does not mean you no longer need a financial advisor. The role of a financial advisor is just as important as ever. That said, AI can further add value by helping financial advisors and investors save time and leverage technology to optimize their portfolios.

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Impact of New Tariffs on Your 401(k) by Age

WiserAdvisor

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. At this stage, it becomes essential for you to consider working with a financial advisor, too. based companies.

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15 Things All Investors Need to Know

Carson Wealth

Should we get some good news on the trade front and the economy remains resilient, it could happen. But if you have a long enough time horizon and youre invested in line with your risk tolerance, you were already prepared to weather the storm for the potential of longer-term gains.

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The Latest In Financial #AdvisorTech (June 2024)

Nerd's Eye View

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!