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It’s Crunch Time For Many Policyholders

Wealth Management

Whether clients support the policies with cash gifts or split-dollar, the discussion of options will necessarily involve a combination of insurance planning, tax planning, income and gift tax-oriented wealth transfer planning and investment planning.

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Weekend Reading For Financial Planners (Sept 24-25)

Nerd's Eye View

A survey shows that more RIAs are outsourcing investment management, and that those who do are largely happy with the decision. From there, we have several articles on insurance and investment planning: Why the chair of the Senate Finance Committee has taken an interest in the private placement life insurance market.

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Investment Planning Options

Brown Advisory

Investment Planning Options achen Mon, 10/16/2017 - 10:24 The decision to sell or hold a concentrated position may sound simple, but these situations are often more complex than they appear. They require the investor to reconcile investment dynamics, tax considerations and a variety of subjective, emotional factors.

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Investment Planning Options

Brown Advisory

Investment Planning Options. They require the investor to reconcile investment dynamics, tax considerations and a variety of subjective, emotional factors. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results.

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The Reboot and Rebrand of Advisor Today

NAIFA Advisor Today

As a Retirement Income Certified Professional and a Life and Annuities Certified Professional, John advises clients on retirement planning, investment planning, and risk management. Zack is also skilled in presenting, emceeing, event planning, program management, and social media.

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Avoid Making These Mistakes to Safeguard Your Wealth

WiserAdvisor

A 2023 survey by Law Depot found that 73% of Americans didn’t have an estate plan. There was no will, trust, or clear instructions for how their assets should be handled in the event of their demise. Without a plan, your estate could end up tied in probate, a long, expensive legal process.

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Nifty Crash Amid Global Factors: Is It Time for Investors to Buy the Dip?

Trade Brains

In a surprising turn of events, the Indian stock market index, Nifty 50, experienced a sharp correction, dropping approximately 1,000 points from 25,000 to 24,000 levels within just three sessions. This strategy allows for averaging out the purchase cost and reduces the risk associated with market volatility.