Nerd's Eye View

APRIL 10, 2024

Financial advicers are intimately familiar with the phrase, "Past results are not indicative of future performance." Sometimes Yes, Sometimes No," reached back even further to 1793 and expanded the data set to include 3–5X more stocks and 5–10X more bonds.

Asset Allocation 231

Asset Allocation Wealth Accumulation Assets Portfolio 231

Harness Wealth

JUNE 1, 2023

International Longevity Centre-UK (ILC-UK): The Value of Financial Advice The International Longevity Centre-UK conducted a study aimed at understanding the long-term effect of financial advice on wealth accumulation.

Wealth Management 52

Wealth Management Financial Advisor Management Risk Tolerance 52

WiserAdvisor

JANUARY 5, 2024

Consequently, the middle class may experience slower wealth accumulation and struggle to keep pace with inflation. For the middle class, while their more straightforward tax planning strategies contribute to some savings, the overall impact on wealth accumulation may be less pronounced.

Investing 59

Investing Investments Wealth Accumulation Tax Planning 59

Envision Wealth Planning

MAY 23, 2022

Note: Envision Wealth Planning and James Brewer are featured in #7!*. Ethics matter in financial advice! If there were more examples of ethical financial advisor practices, then there would be more rightful actions taken by the industry as a whole. So here’s a blog post about all of that. Ethics matter.

Ethics 52

Ethics Financial Advisor Financial Planning Clients 52

Sara Grillo

APRIL 21, 2022

I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Ethics matter in financial advice! So please subscribe! Ethics matter.

Ethics 52

Ethics Financial Advisor Clients Management 52