WiserAdvisor

JUNE 16, 2025

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. economy around $367.8 Additionally, you also need to consider domestic disputes and estate planning issues related to property.

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Discipline Funds

APRIL 7, 2025

And what could happen in that scenario is that global trade slows meaningfully, business uncertainty lingers and that ultimately starts this long slow bleed into the real economy over time. And I hope we can all move past this self inflicted wound sooner than later because the longer this lasts the worse the economy will get.

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Your Richest Life

MAY 20, 2025

From shifting policies and trade tensions, to rising prices and inflation, many people are finding it difficult to manage their finances and plan for the future. Just like you book regular check-ups for your body, scheduling check-ins for your mental health should be another part of your wellness plan.

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Your Richest Life

FEBRUARY 24, 2025

The Fed also said they plan to wait until Q2 to consider making another cut, and do not intend to drop rates more than half a percentage point this year. Federal Reserve Chair Jerome Powell said that the economy is in a good place right now, and with inflation rates creeping back up , there is no reason to make another cut at this time.

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Yardley Wealth Management

JULY 9, 2025

1 Originally composed of 12 companies, the DJIA looked to reflect the major sectors of the late 19th-century American economy. economy at the turn of the last century. economy and stock market over time. economy dominated by manufacturing and heavy industry to one more diversified into services and technology.

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WiserAdvisor

JUNE 17, 2025

IBM has announced that it plans to invest $150 billion in the U.S. over the next five years, while Apple is set to pump more than $500 billion into the American economy by 2029. economy is likely to see significant supply chain expansion. With such massive investments, the U.S.

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Zoe Financial

APRIL 7, 2025

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. Economies and markets fluctuate.

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Discipline Funds

MAY 5, 2025

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. I was trying to conceptualize why this is an important financial planning approach and I think the explanation below might be helpful.

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Assets Financial Planning Portfolio Economy 59

Indigo Marketing Agency

FEBRUARY 8, 2025

Marketing for Financial Planners: Strategies to Build Trust and Grow Your Client Base Strategic Client Growth: Win Trust in a Trust Economy More than many other fields, trust is truly the currency that drives growth for financial planners. Trust is the foundation of a successful financial planning practice.

Financial Planner 52

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International College of Financial Planning

JULY 16, 2025

You get to own a fraction of shareholding in a trust that owns multiple high ticket properties ranging from 250-500 crores If the Economy needs to grow, businesses have to have offices which will push the demand higher. Cut that down to REIT traded as ETF in the Live market.

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Inside Information

JUNE 28, 2025

The basic idea behind alts, as I see it, is to create vehicles that would invest in more interesting areas of the economy than stocks and bonds. There’s nothing whatsoever wrong with the concept.

Startup 40

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Carson Wealth

JULY 10, 2025

The Carson Proprietary Leading Economic Index (LEI) indicates the economy is growing close to trend, with no broad and deep deterioration of economic activity. Focus on long-term planning while acknowledging short-term volatility. The bottom line? But even in uncharted waters, the same rules of navigation apply.

Risk Tolerance 52

Risk Tolerance Portfolio Economics Investing 52

Fintoo

JUNE 11, 2025

2025 hasn’t been kind to the Indian stock market. From sudden dips to investor panic, a cocktail of global influences has turned the market into a rollercoaster. But if you’re wondering why this is happening—and more importantly, what you should do—you’re in the right place. Let’s break down the chaos and bring some clarity.

Marketing 99

Marketing Marketing Economy Financial Planning 99

Investing Caffeine

JULY 1, 2025

Economy Resilient Despite Tariffs and Geopolitical Turmoil Source: Calafia Beach Pundit Credit Default Swaps ( CDS ) act as insurance contracts that protect investors against corporate debt defaults. But the economy is showing surprising resilience. Slome, CFA, CFP® Plan. which surged +16.9% trillion (more on AI below).

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Wealth Management

JULY 11, 2025

Reaction of the Estate Planning Industry Amid this paradigm shift, estate planners and trust banks are choosing to “go crypto” or stay within traditional legal concepts and principles. in Q1 RIA Model Portfolio Assets Rose 5.5% in Q1 RIA Model Portfolio Assets Rose 5.5% One of these adoptions is what’s called a “cryptocurrency trust.”

Wealth Management 228

Wealth Management Estate Planning Assets Fiduciary Duty 228

Tobias Financial

MARCH 12, 2025

You may be wondering how all of this impacts your financial future and the plans youve worked hard to build. These competing factors are pulling the economy in different directions, making price trends more unpredictable. Economic uncertainty, shifting policies, and global events can make it difficult to know what comes next.

Marketing 52

Marketing Marketing Financial Planning Planning 52

Discipline Funds

JUNE 20, 2025

The way I would describe most of this is that the financial markets and the economy are primarily dictated by huge secular trends. That 10 year time horizon is a sort of financial planning no man’s land. And that’s all very true at a macro level, but it’s not quite so true at a micro level.

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Valuation Portfolio Financial Planning Economy 59

Trade Brains

JUNE 12, 2025

Spends Planner: The OneCard app has a Spend Planner that acts as a personal financial planner for you. It enables you to do the following tasks: Create financial plans based on the various things you spend money on. It is not easy to follow many repeating payments in the current subscription economy.

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Trade Brains

JULY 2, 2025

At its core, the campaign challenges the common habit of prioritising savings and investments while neglecting basic financial protection. It reaffirms that life insurance should be the starting point of any secure financial plan—providing a strong foundation for long-term goals like children’s education, homeownership, and retirement.

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Yardley Wealth Management

NOVEMBER 26, 2024

However, navigating maternity leave benefits can be complex, and many parents struggle to maximize this time while ensuring financial security for their family. Plan Ahead Planning ahead is crucial for maximizing maternity leave benefits and ensuring a smooth transition into parenthood.

Financial Planning 40

Financial Planning Communication Budgeting Planning 40

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. the system is rigged.

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The Big Picture

SEPTEMBER 28, 2022

Economy : GDP, Hiring & Wages, Consumer Spending, Industrial production, Home building, and on and on goes the list. You must have a Financial Plan , so it is clear what you are investing for, and so you can see how you are progressing towards those goals. Asset Economy. Financial Plan. Inflation.

Asset Allocation 342

Asset Allocation Financial Planning Assets Media 342

Tobias Financial

OCTOBER 12, 2023

economy, with projections indicating a remarkable growth in purchasing power over the next few years. While this progression is noteworthy, it’s essential to recognize the challenges faced by Latino individuals in achieving financial stability. The Latino community is making significant strides in the U.S.

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Nerd's Eye View

JUNE 3, 2024

This month's edition kicks off with the news that 'startup' custodian Altruist has completed a $169 million fundraising round as it continues to rebuild the RIA custodial tech stack layer-by-layer while positioning itself as the biggest RIA custodian built from scratch and solely for advisors – which, while making it the clear #3 custodian behind (..)

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Nerd's Eye View

OCTOBER 2, 2023

This month's edition kicks off with the news that custodial platform Altruist is eliminating the $1 per account monthly fee for its portfolio management and reporting technology for advisors on its platform, which on the one hand suggests that the economies of scale Altruist has achieved in the wake of its move to become a fully self-clearing custodian (..)

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Communication Portfolio Management Clients Tax Planning 246

Abnormal Returns

SEPTEMBER 18, 2023

bloomberg.com) Five insights from "Plunder: Private Equity’s Plan to Pillage America" by Brendan Ballou. humbledollar.com) Economy National home builder confidence fell in September. calculatedriskblog.com) The resumption in student loan payments is going to hit the economy.

Financial Advising 147

Financial Advising Media Economy Financial Planning 147

Abnormal Returns

APRIL 24, 2023

investmentnews.com) Annuities are coming to a 401(k) plan near you. thisisthetop.substack.com) Advisers How should advisers dress in the new economy? kitces.com) What financial advisers want from their asset managers. thinkadvisor.com) Why personal financial literacy is unique - everyone needs it.

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Financial Advising Education Financial Planning Retail 147

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. The record-high credit card debt presents a significant challenge for both individuals and the economy.

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Integrity Financial Planning

DECEMBER 13, 2022

The 2022 economy has broken multiple records, first, with the highest inflation rate in 40 years, and now, the highest federal reserve interest rates since 2008. [1] Whether it is an adjustable-rate mortgage or even a credit card plan, the increase in interest rates could lead to higher expenses. Boosts on Savings Accounts.

Financial Planning 97

Financial Planning Accounting Economy Retirement 97

Integrity Financial Planning

JULY 28, 2022

How should your financial plan be revised over time? 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.

Financial Planning 98

Financial Planning Economy Planning Financial Advisor 98

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. The record-high credit card debt presents a significant challenge for both individuals and the economy.

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A Wealth of Common Sense

JANUARY 22, 2024

On today’s show, we discuss: The macro economy in 2023, and what to expect in 2024 Financial planning basics Commodity trading Behavioral finance and how it affects investing decisions A live Q and A A conversation with Andy Daniels, a legend in the commodity trading.

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Integrity Financial Planning

MARCH 19, 2023

What Is Rolling Recession You may have noticed that the economy after the pandemic has been very up and down. A recession is traditionally defined as a consistent, widespread downturn in the economy. [1] appeared first on Integrity Financial Planning, Inc.

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oXYGen Financial

NOVEMBER 13, 2022

As part of your financial planning, give away some of your assets. Philanthropy and charitable giving is serving public and support initiatives that may not be covered by the public or private sector which helps create thriving societies and economies, especially considering the. ]] You might find the answer shocking.

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Integrity Financial Planning

DECEMBER 11, 2023

Over the past 10 years, a 60/40 portfolio was the go-to for many folks putting together their portfolios, and there are many sources out there that still recommend this plan. The conventional idea is that when the economy is struggling, interest rates may be lowered to help stimulate business growth. Some think that wasn’t by accident.

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Portfolio Economy Financial Guidance Financial Planning 97

Integrity Financial Planning

SEPTEMBER 26, 2022

There is no simple fix for getting ready for a rocky economy – what is right for you may vary based on your unique financial situation, goals, and retirement timelines. We might see sustained inflation, more market volatility, and an overall tighter economy. Why Meet with a Financial Advisor?

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Integrity Financial Planning

JANUARY 9, 2023

Between 1991 and 2021, annual inflation averaged 2.5%, close to the Federal Reserve’s desired 2% target, which many believe to indicate a healthy economy. [1] Talk to us today to receive guidance that empowers you to get into 2023 with a solid financial plan. [1] Inflation Pinched Pockets. 1] [link]. [2] 2] [link]. [3]

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