Your Richest Life

JANUARY 27, 2025

Active investing involves a hands-on approach to managing your portfolio. If you are a skilled investor and well-versed in market fluctuations, you may be able to capitalize on quick opportunities, or sell off a security before your portfolio takes a hit. It also means that when the market is down, your portfolio may be down with it.

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Your Richest Life

NOVEMBER 1, 2024

However, these disturbances tend to be short-lived, and well-balanced portfolios can typically weather them just fine. About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. We are at a unique point in U.S.

Financial Market 52

Financial Market Marketing Marketing Fee Only 52

WiserAdvisor

JULY 9, 2025

Many people have managed their own investment portfolios and have seen great results. But there is another group of investors who swear by their financial advisors. They credit their financial stability and success to their guidance. The only costs you pay are related to the actual investments you choose and nothing else.

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Your Richest Life

MAY 20, 2025

Schedule monthly check-ins for your portfolio and more frequent check-ins for your bills and accounts to make sure youre not caught off guard by any shifts. Having a plan can cut down on your stress, and allow you to feel more in control of your finances. There are plenty of apps that can help you track your accounts and spending, too.

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Your Richest Life

FEBRUARY 24, 2025

The best way forward is to keep an eye on your long-term plans, and try not to get derailed by uncertainty. 2025 may prove to be a bumpy ride, but a strong, well-balanced portfolio is designed to weather storms. The post 2025 Q1 Update: Federal Reserve Rates, Inflation and Financial Markets appeared first on Your Richest Life.

Financial Market 52

Financial Market Marketing Marketing Medicine 52

Sara Grillo

JANUARY 9, 2023

As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it. What should financial advisors do?

Financial Planning 52

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International College of Financial Planning

AUGUST 31, 2023

This is where diversifying your investment portfolio comes into play. Diversifying your investment portfolio is a vital strategy for managing risk, optimizing returns, and achieving your financial goals. However, diversifying your investment portfolio can help reduce your overall investment risk.

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Nerd's Eye View

FEBRUARY 6, 2024

Welcome to the 371st episode of the Financial Advisor Success Podcast ! David is the Co-Founder and CEO of Element Pointe Family Office, a Fee-Only RIA based in Miami, Florida that oversees almost $1.6 My guest on today's podcast is David Savir. billion in assets under advisement for 50 client households.

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Yardley Wealth Management

JULY 10, 2020

The post Is Financial Planning a Pandemic Necessity? Is Financial Planning a Pandemic Necessity? Financial Planning magazine just released their annual tech survey and a corresponding article: Tech Survey 2020: Advisors losing faith in planning software. By Michael Garry Yardley Wealth Management .

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Your Richest Life

DECEMBER 1, 2022

I talk about some of those options in my “How to Adjust Your Financial Plan” post. Remember that it’s perfectly normal for there to be ups and downs in the markets and the economy, and you’re likely going to see those fluctuations reflected in your own portfolio. . About Your Richest Life.

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Your Richest Life

MARCH 31, 2023

Just like with your portfolio, banking diversification helps to keep your money safe if something goes awry at one of your banks, and lets you maximize the benefits of each of those institutions. For more information on the services offered, contact Katie today.

Banking 105

Banking Insurance Accounting Fee Only 105

Yardley Wealth Management

OCTOBER 22, 2024

How Conflicts of Interest Shape Financial Advice: A Conversation with Mike Garry and Amy Patterson Conflicts of interest in financial advice can greatly impact the recommendations that clients receive, especially from fee-only advisors. Today, many advisors have moved to a fee-only model.

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WiserAdvisor

AUGUST 18, 2023

Knowing the types of financial advisors and their compensation models can empower you to select a professional whose approach aligns seamlessly with your financial goals, risk tolerance, and overall budget. Below are the different types of financial advisors you can choose from based on their fee model: 1.

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Financial Advisor Commission Fee Only Financial Planning 52

FMG

AUGUST 4, 2022

At the end of 2021, I “retired” after 33 years in the investment management industry, the last nearly 22 of them at Eaton Vance in Boston, where I served as a global equity portfolio manager and Director of Equity Strategy Implementation.

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Your Richest Life

JULY 17, 2024

In the 10 years I’ve spent running a financial planning firm, I’ve learned a lot about how people handle (or don’t handle) their finances. That’s why we typically prefer passive investing , with a balance of low portfolio expenses, minimal trading costs and tax efficiency. Money lesson #5: Be open to change.

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Financial Planner Estate Planning Financial Planning Financial Advice 59

Harness Wealth

MAY 25, 2023

The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Fee-based : This structure is a blend of fees and commissions. Hourly Fee Fee charged per hour of advice.

Financial Advisor 52

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WiserAdvisor

AUGUST 3, 2023

The 1 percent fee structure refers to the annual advisory fee charged by a financial advisor, typically calculated as a percentage of the Assets Under Advisory (AUA). This fee structure is common in the financial advisory industry and varies based on the size of the client’s portfolio.

Financial Advisor 52

Financial Advisor Retirement Planning Fee Only Retirement 52

International College of Financial Planning

SEPTEMBER 3, 2021

A financial advisor is a certified financial planner who is licensed and regulated to take mandate decisions on multiple aspects of financial planning. Financial planners plan and manage your portfolio in a way that saves your time. Financial planning is a service that is often hard to define.

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Your Richest Life

SEPTEMBER 10, 2024

Big, broad dreams and more specific, immediate goals are both instrumental in figuring out the best way forward with your portfolio. Or, if you plan to buy a house within the year and your down payment is sitting in the stock market, you might run the risk of losing that money in a down market before you buy.

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Your Richest Life

JUNE 30, 2022

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. What does that mean for your portfolio? That’s why it’s so important to have a well-balanced portfolio. Stocks Weather Down Economies.

Risk Tolerance 52

Risk Tolerance Fee Only Portfolio Economy 52

Sara Grillo

APRIL 11, 2022

We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not.

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Your Richest Life

JUNE 14, 2024

But many physicians are too busy to give their investments the time and attention they need, and their portfolios end up falling by the wayside. About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning.

Retirement Planning 52

Retirement Planning Retirement Planning Fee Only 52

Yardley Wealth Management

JUNE 25, 2020

Two weeks prior, I had a question from a client about how his investment portfolio had performed compared recently to the Dow Jones Industrial Average or “The Dow.” . We look at long-term expectations for various stock and bond returns and build portfolios around those for our clients. So here goes …. That’s in Bucks County).

Wealth Management 52

Wealth Management Estate Planning Portfolio Clients 52

Sara Grillo

MAY 10, 2024

My client’s estate planning attorney said they should hire a fee-only advisor to manage their assets, and then they asked me if I charge fees or commissions. My client just referred their out-of-state best friend to an advisor in Alabama, even though I am also licensed in Alabama.

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Inside Information

MAY 30, 2024

When I started in the early 1980s, financial planning was all about sales, all the time. Retirement projections took the historical rate of return and projected that same return, every year, from the date of the plan out to the date of retirement in order to calculate the terminal value of a portfolio.

Financial Planning 40

Financial Planning Financial Planner Fee Only Clients 40

Your Richest Life

APRIL 19, 2022

Money books for financial literacy. You’re not limited to dry explanations about portfolio allocations and tax strategies. The Investment Answer breaks down into five basic decisions to keep you focused and help you build a profitable portfolio. Here are some good ones to get you started: Investing and financial planning.

Budgeting 52

Budgeting Financial Planner CFP Financial Planning 52

Yardley Wealth Management

MAY 16, 2023

Working with a financial advisor during this process can provide a wide range of benefits, such as: A holistic view of your finances: A financial advisor can analyze your current financial situation, assess your financial goals, and develop a personalized financial plan that fits your unique needs.

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Your Richest Life

JANUARY 31, 2022

Friends and relatives can contribute to a 529 plan for college, for example. But sometimes, like when inflation is high, bonds can help cushion the blow of the economic instability that could impact your portfolio. Just make sure they fit in with your overall investment plan and money goals before you purchase.

Investing 52

Investing Investments Taxes Education 52

Your Richest Life

JUNE 15, 2022

It’s expected that your portfolio will respond to economic changes like inflation. . A balanced portfolio will typically be able to weather turbulent times. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning.

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Budgeting Fee Only Accounting Taxes 52

Inside Information

JULY 31, 2022

The cover article talked about this professional bait-and-switch, and the cover of the magazine featured a monkey in a business suit, with the caption: “These days, everybody is a financial planner. ”. In our interview, Moore pointed out that literally anybody can hang out a shingle as a financial planner. Pandemonium!

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Sara Grillo

MAY 23, 2022

I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner? Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Yardley Wealth Management

MAY 29, 2020

It doesn’t mean that you can always take 4% out of your portfolio adjusted for inflation and expect to have a safe retirement. We are a fiduciary, fee-only financial planning, and wealth management firm in Newtown, Pennsylvania. Our law firm is Yardley Estate Planning, LLC , and is in the same place.

Retirement 40

Retirement Wealth Management Estate Planning Risk Tolerance 40

Clever Girl Finance

JULY 16, 2023

Many people in this bucket have set up a simple investment plan. Here’s an example of a financial plan to ensure you are on track. You’re looking for tax help Tax help should not be confused with financial advisory help. So if you need to make a tax plan, these professionals will be more helpful.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Financial Planning 52

Clever Girl Finance

JULY 16, 2023

Many people in this bucket have set up a simple investment plan. Here’s an example of a financial plan to ensure you are on track. You’re looking for tax help Tax help should not be confused with financial advisory help. So if you need to make a tax plan, these professionals will be more helpful.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Financial Planning 52

Inside Information

SEPTEMBER 28, 2021

Of course, this was never finalized. The second petition asks the SEC to stop pretending that giving financial/investment advice is “solely incidental” to the current wirehouse business model. giving advice on managing a client portfolio). [Note the term ‘ his ’ throughout.

Financial Planner 40

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Inside Information

JANUARY 31, 2022

I was not surprised to see, in the NASAA survey, that 41% of brokerage and independent BD firms (firms, in other words, that pay commissions to their reps) recommended private securities, compared with practically zero for fee-only advisory firms.

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Inside Information

DECEMBER 26, 2023

The largest advisory firms today look, to me, kind of like the wirehouses look: the advisors work for the firm rather than the client and they are told what advice to provide and what portfolio advice to give. Hurley says that the giant firms will build strong brands. This white paper is an echo of Hurley’s original forecasts.

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