The Chicago Financial Planner

FEBRUARY 2, 2024

Fee-only advisors receive no compensation from the sale of investment or insurance products. You should never give your investment dollars directly to a financial advisor, they should always be sent directly to the custodian. This is critical if the advisor will be providing on-going investment advice.

Financial Advisor 249

Financial Advisor Financial Planner Fee Only Clients 249

Truemind Capital

JANUARY 22, 2024

“IT mein deadly scope hai” “Gaon mein production badh raha hai toh rural economy mein bhi growth hoga” “Internet ki demand badh rahi hai toh internet companies ke stocks mein bhi growth hogi” Most of us have seen the wonderful ads by Smallcase advocating investing based on future growth prospects.

Investing 52

Investing Investments Asset Allocation Valuation 52

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Clients 216

Clients Fee Only Planning Advertising 216

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Fee Only 208

Fee Only Portfolio Clients Planning 208

Tobias Financial

DECEMBER 22, 2023

In the ever-evolving world of finance, understanding the intricate differences between broker/dealers (BDs) and independent Registered Investment Advisors (RIAs) is paramount for consumers seeking trusted financial guidance.

Investment Advisor 52

Investment Advisor Ethics Investing Investments 52

Tobias Financial

DECEMBER 19, 2023

In the ever-evolving world of finance, understanding the intricate differences between broker/dealers (BDs) and independent Registered Investment Advisors (RIAs) is paramount for consumers seeking trusted financial guidance.

Investment Advisor 52

Investment Advisor Ethics Investing Investments 52

MainStreet Financial Planning

FEBRUARY 1, 2024

During recent conversations, I’ve come across several people unfamiliar with the concept of fee-only financial planning, let alone considering it as a feasible choice. Pay for Value, Not Time: Clients pay only for the time your advisor actively works with you.

Financial Advice 98

Financial Advice Planning Fee Only Financial Planning 98

Tobias Financial

AUGUST 9, 2023

Are you new to investing and feeling overwhelmed by all the jargon? The biggest advantage of having a financial advisor is having someone to guide you and help you avoid costly investing mistakes. The biggest advantage of having a financial advisor is having someone to guide you and help you avoid costly investing mistakes.

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Strategic Planning Financial Planner 52

Wealth Management

AUGUST 23, 2022

based team sought to be fee-only and escape the contraints Wells Fargo placed on investment options and services he was able to offer his clients. Tom Moran and his Naples, Fla.-based

Fee Only 98

Fee Only Clients Investing Investments 98

Nerd's Eye View

MARCH 20, 2023

In part, this is due to the many commission-based advisors whose compensation depends on the sale of insurance or investment products, where the price that a client pays is baked into the price of the product or is included in (often opaque) fees associated with buying, selling, and/or holding the investment.

Communication 233

Communication Planning Financial Planning Fee Only 233

Walkner Condon Financial Advisors

APRIL 21, 2023

What does it mean to be a Fee-Only financial advisor ? Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. Fee-based advisors are where it can get complicated. What does it mean to be a fiduciary?

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

XY Planning Network

NOVEMBER 27, 2023

The beauty of our approach—building investment strategies based on academic research and rebalancing back to the target risk tolerance as markets move—is that we can find comfort in these times by revisiting the core tenets of our belief systems.

Risk Tolerance 91

Risk Tolerance Financial Advisor Investing Investments 91

Nerd's Eye View

OCTOBER 16, 2023

Consumers have a wide range of options when it comes to choosing a provider of financial advice, from larger wirehouses and asset managers to smaller Registered Investment Advisers (RIAs).

Financial Planning 218

Financial Planning Marketing Marketing Financial Advice 218

Nerd's Eye View

FEBRUARY 6, 2024

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 Welcome to the 371st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is David Savir. billion in assets under advisement for 50 client households.

Financial Advisor 130

Financial Advisor Clients Fee Only Planning 130

XY Planning Network

OCTOBER 30, 2023

With the overwhelming amount of rulemaking taking place at the SEC, the operational impact of maintaining compliance, when taking into account the totality of the rules recently finalized and currently being proposed, is sure to be significant for most investment advisers going forward.

Compliance 86

Compliance Investing Investments Accounting 86

Sara Grillo

OCTOBER 21, 2022

RIA firm – a Registered Investment Advisor firm registered with either the SEC or state regulators. Fee-only advisor – This is an advisor that does not charge commissions and hence is believed to be more aligned with the client’s best interests. Fee-only advisors are bound to the fiduciary standard.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

Sara Grillo

MARCH 22, 2024

Steven Kampschmidt Home Freedom Found Financial Andy Panko [link] Tenon Financial New Mexico Jose Sanchez [link] Flat fee financial planning for families living with and through Alzheimer’s New York State Laura Rotter www.trueabundanceadvisors.com I am an annual retainer, flat fee advisor. Tax preparation is also available.

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52

Nerd's Eye View

SEPTEMBER 19, 2023

What's unique about Jessica, though, is how she has built a practice helping financial advisors and their firms navigate the intricacies of buying, selling, or merging their firms by deeply understanding their business expectations, educating them on the transaction process, valuing their firm so they can get the best deal for them, and guiding and (..)

Financial Advisor 162

Financial Advisor Fee Only Sales Wealth Management 162

Your Richest Life

JANUARY 31, 2022

government, so they’re considered a generally low-risk investment. . The trouble with low-risk investments is that they can also come with a lower reward. Should you invest in savings bonds? One perk to investing in the Series I bonds right now is that it helps offset some of the losses from inflation. 1 and May 1.

Investing 52

Investing Investments Taxes Education 52

WiserAdvisor

AUGUST 18, 2023

These experts have the necessary financial knowledge and expertise to help you make informed decisions about your money, investments, and future financial security. Financial advisors charge a fee for their services. Below are the different types of financial advisors you can choose from based on their fee model: 1.

Financial Advisor 52

Financial Advisor Commission Fee Only Financial Planning 52

XY Planning Network

NOVEMBER 21, 2022

One of the most common questions we hear from advisors interested in starting their own RIA is “What are my options for investment management?” After working with small business owners for over a decade, I am no stranger to the pressure so many people feel to get their ducks in a row, launch, and grow as quickly as possible.

Management 84

Management Investing Investments Clients 84

Truemind Capital

JANUARY 25, 2024

Sports and film celebrities who are masters of their respective skills endorse insurance, investment products, and yes cryptocurrencies as well to their followers who lap them up. Truemind Capital is a SEBI Registered Investment Management & Personal Finance Advisory platform. For two reasons: 1. from all the available options.

Fee Only 52

Fee Only Consulting Certification Financial Advice 52

Truemind Capital

FEBRUARY 8, 2024

It seems very exciting to get some investment advice for free that can help one make quick bucks. The case in point is the so-called “free” advice on crypto investments from financial influencers. Good investment advice should be customized to your specific requirements. Do you still want free advice?

Fee Only 52

Fee Only Commission Investing Investments 52

The Chicago Financial Planner

NOVEMBER 8, 2021

Do it yourself if you’re comfortable or hire a fee-only financial advisor to help you. However, don’t get carried away and let greed guide your investing decisions. If you have a financial plan this is an ideal time to review it and see where you are relative to your goals. Maybe they’re right.

Retirement 130

Retirement Marketing Marketing Financial Planner 130

The Chicago Financial Planner

AUGUST 24, 2021

I’d like to tell you that the problem emanates only from financial advisors who sell product, but sadly two former presidents of NAPFA, the country’s largest organization of fee-only advisors , were been implicated in fraud cases in recent years. If an advisor is insistent that you invest NOW, be very leery. Elder Fraud.

Financial Advisor 191

Financial Advisor Financial Planner Accounting Retirement 191

XY Planning Network

JUNE 13, 2022

Outside investment managers—such as TAMPs and robo-advisors—are a popular solution for advisors seeking to offer clients expert asset management services without needing to hone that expertise themselves or simply spend the time doing it (as in financial planning-only firms). 5 MIN READ.

Management 52

Management Investing Investments Compliance 52

XY Planning Network

DECEMBER 11, 2023

Unless your firm is registered with the SEC, your business is likely subject to the Beneficial Ownership Information (BOI) reporting requirements under the Corporate Transparency Act. This post dives into key details and what you need to know as we head towards 2024 to ensure you’re compliant.

Investment Advisor 92

Investment Advisor Investing Investments Fee Only 92

Truemind Capital

JANUARY 24, 2024

Hybrid funds (HF) invest in a mix of equity & debt (& gold in a few funds). Many consider HF a safer way of investing in mutual funds, especially when equity markets are quite expensive. Many consider HF a safer way of investing in mutual funds, especially when equity markets are quite expensive. Lakh Crore.

Asset Allocation 52

Asset Allocation Fee Only Assets Taxes 52

WiserAdvisor

MAY 31, 2022

Apart from these, investment frauds are also quite common. According to the FTC report, investment fraud cost $3,000 per victim in 2021. With the steeply rising number of frauds in the country, the birth of crypto investments, changing fintech rules, etc., What if you wait for a few days before investing?

Investing 52

Investing Investments License Accounting 52

Truemind Capital

JANUARY 24, 2024

One of the biggest enemies of success in life and investing is short-termism. Buying/selling a stock based on current news : Investment decisions should never be based on the breaking news but always on the long-term business fundamentals and valuations. And the fee for such advice is worth a penny spent for a dollar saved.

Fee Only 52

Fee Only Valuation Investing Investments 52

Yardley Wealth Management

JUNE 6, 2023

A good financial advisor can provide investment advice and help navigate the various types of financial advisors, such as registered investment advisors and fee-only advisors. Financial planning services can assist with developing a comprehensive estate plan.

Certified Financial Planner 52

Certified Financial Planner Estate Planning Retirement Planning Financial Advisor 52

Sara Grillo

JANUARY 8, 2024

I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. Nothing in these materials may be construed as an investment, insurance, or financial recommendation. While financial planning has become more popular, it’s still not center stage for most advisors.

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

WiserAdvisor

AUGUST 3, 2023

A reputable financial advisor should provide a comprehensive range of services, including budgeting, debt management, insurance optimization, tax planning, retirement planning, estate planning, and investment management. However, it is important to be mindful of the rising advisor rates, based on the size of your investments.

Financial Advisor 52

Financial Advisor Retirement Planning Fee Only Retirement 52

Tobias Financial

NOVEMBER 29, 2022

As you are researching your wealth management options, you will see a number of names for those who can help you invest, including brokers and advisors. While on the surface they may seem interchangeable, these two types of investment professionals approach the practice very differently and will provide you with vastly different experiences.

Wealth Management 52

Wealth Management Fee Only Clients Commission 52

Darrow Wealth Management

MAY 3, 2024

And ultimately, how to invest a windfall will depend on a number of factors, including your risk tolerance, time horizon, and spending plans. This step is crucial as any cash that is used at the beginning can’t be invested for the future, which you’ll need to include in projections. Do you want to retire?

Wealth Management 52

Wealth Management Wealth Advisor Financial Planning Financial Advisor 52

Your Richest Life

JANUARY 4, 2023

But you also don’t want to invest your emergency fund in the stock market, or anywhere else that’s too volatile. Those accounts also don’t typically yield much growth on your investment. . At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning.

Accounting 105

Accounting Fee Only Financial Planning CFP 105

Yardley Wealth Management

AUGUST 24, 2020

The post The Best 401(k) Funds for Millennials and Why You Should Invest in a Mix Now appeared first on Yardley Wealth Management, LLC. The Best 401(k) Funds for Millennials and Why You Should Invest in a Mix Now. FINANCIAL PLANNING, INVESTMENTS. We only do Estate Planning work and I am licensed in Pennsylvania and New Jersey.

Investing 40

Investing Investments Wealth Management Estate Planning 40