International College of Financial Planning

JUNE 30, 2022

Hiring a wealth manager is one of the biggest financial decisions you’ll make. When it comes to finding the right person for the job, you want to make sure you do your research. Hiring a wealth manager is a long-term investment, so it’s important to find someone who will take the time to get to know your goals, values, and long-term goals. It’s also important to find someone who will work with you—not for you. .

Wealth Management 52

Wealth Management Management Financial Planner Tax Planning 52

Truemind Capital

JUNE 30, 2022

It’s common knowledge now that benchmark Indian & US (S&P 500) indices are down by 16% & 21% respectively with some stocks down by more than 50%. The sharp uptick in yields caused the mark to market losses in long-term debt instruments. There is a lot of chaos recently after Russia’s attack on Ukraine and the market seems directionless & confused on the way forward.

Asset Allocation 52

Asset Allocation Marketing Marketing Valuation 52

Mullooly Asset Management

JUNE 30, 2022

In this week’s podcast, Tom and Casey discuss how crucial communication is for the investment advisor-client relationship. We take a different investment approach when money is needed in the short-term vs. growing it over the long-term. Things will change over the course of your life, that’s why we believe in ongoing investment management and financial […] In this week’s podcast, Tom and Casey discuss how crucial communication is for the investment advisor-client relationship.

Investment Advisor 52

Investment Advisor Communication Investing Investments 52

Your Richest Life

JUNE 30, 2022

As we continue to deal with record-high inflation and economic instability, you might be wondering how you should manage your investments. It can feel disheartening to check on your portfolio and see poor returns, but don’t panic; we’ll cover why it’s better to weather the turbulent times to get the long-term rewards. Historically speaking, stocks have done well over time, even during periods of high inflation.

Risk Tolerance 52

Risk Tolerance Fee Only Portfolio Economy 52

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Accounting

Aleph

JUNE 30, 2022

Image credit: Diverse Stock Photos || Would that those shiny coins were the real thing. Metal coins are real. Code, not so. As I have said before, look at the underlying economics of an investment rather than its external form. It doesn’t matter whether it is public or private. The form of an investment does not affect its returns, for the most part.

Banking 52

Banking Insurance Assets Risk Management 52

The Better Letter

JUNE 30, 2022

This week brings the seventh installment of my series on making behavioral finance actionable. The previous six are linked below. Part One: The Experiment Part Two: The Misinformation Milieu Part Three: The Method Part Four: The Mindset Part Five: The Great Mistake Part Six: Make Fewer Decisions This week, I’ll continue outlining some techniques for making better decisions, focusing on our need for help if we’re going to do so.

Accounting 52

Accounting Sales Engineering Portfolio 52