Nerd's Eye View

JUNE 13, 2023

Welcome back to the 337th episode of the Financial Advisor Success Podcast ! Danika is the President and Founder for Xena Financial Planning, a virtual advisory firm that advises 40 client households of women in tech and supports more than $275K of ongoing revenue. My guest on today's podcast is Danika Waddell. Read More.

Financial Advisor 246

Financial Advisor Clients Startup Financial Planning 246

Abnormal Returns

DECEMBER 12, 2022

(blogs.cfainstitute.org) Advisers How the SEC now regulates investment performance advertising. thinkadvisor.com) Startup Ocho wants to make it easier for business owners to have a solo 401(k). techcrunch.com) The latest financial advisor technology news including the spread of commission-free annuities.

Tax Planning 130

Tax Planning Financial Advising Advertising Startup 130

Harness Wealth

FEBRUARY 27, 2023

Founders, board members, and employees of startups that get acquired can experience tax consequences as a result of a liquidity event. It’s imperative to plan for the tax implications so you can be prepared to pay what you owe the IRS.

Tax Planning 52

Tax Planning Startup Taxes Planning 52

Nerd's Eye View

AUGUST 7, 2023

Welcome to the August 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, underlying trends, and developments that are emerging in the world of technology solutions for financial advisors!

Estate Planning 218

Estate Planning Wealth Management Financial Advisor Planning 218

Nerd's Eye View

JANUARY 1, 2024

Welcome to the January 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Retirement Planning 222

Retirement Planning Compliance Startup Clients 222

Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Communication 236

Communication Portfolio Management Clients Tax Planning 236

WiserAdvisor

FEBRUARY 14, 2024

You can also consider unique investment ideas that align with your interests and goals. A financial advisor can help you identify hobbies that can be turned into wealth-creating avenues. A financial advisor can help you identify hobbies that can be turned into wealth-creating avenues.

Investing 59

Investing Investments Retail Banking 59

Sara Grillo

APRIL 10, 2023

Today we’re gonna WAKA WAKA BREAK IT DOWN to the question, “Is crypto a good investment or is it as valueless as a rock?” I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”

Investing 52

Investing Investments CFP Financial Advisor 52

Walkner Condon Financial Advisors

APRIL 27, 2023

Stock options are a common form of compensation for employees, particularly in startup companies. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. Future returns may be lower or higher.

Taxes 106

Taxes Consulting Financial Advisor Startup 106

Fortune Financial

NOVEMBER 17, 2021

Due to this, inflation has become part of daily conversations causing investors to consider alternative investments outside of the stock market. in September, making the year-over-year increase 4.6%,” said David Freisner, Wealth Management Advisor at Fortune Financial Advisors. What is Alternative Investing?

Investing 52

Investing Investments Marketing Marketing 52

Steve Sanduski

FEBRUARY 21, 2023

Perhaps more importantly, I don’t think tech has freed the typical advisor to focus more of their time on building client relationships and delivering human advice. And ultimately, it’s the human to human conversation that generates the true value in a financial advisor-client relationship.

Startup 52

Startup Financial Advisor Financial Services Clients 52

Validea

AUGUST 5, 2022

Del Buono will oversee wealth management for a16z’s partners and executives of its portfolio companies, according to an article in Financial Advisor , which spoke to insiders familiar with the firm’s plans. Prior to that, he headed up portfolio investment strategy and direct investments at Makena Capital Management for nearly 8 years.

Management 59

Management Wealth Management Startup Engineering 59

Indigo Marketing Agency

JUNE 1, 2023

Keeping financial advisors up to date on the latest marketing trends is one of our favorite things to do at Indigo Marketing Agency. If you’re ready to grow big or go home, read on to learn more about the power of growth marketing and 6 ways financial advisors can use it to scale their businesses.

Marketing 52

Marketing Marketing Financial Advisor Clients 52

Harness Wealth

MARCH 10, 2023

Whether you’re in venture capital, private equity, or angel investing, it’s important to understand the tax implications of your investment income. For instance, suppose a fund manager invests in a startup that generates $1 million in profits in 2023. The manager’s carried interest is 20%, or $200,000.

Taxes 52

Taxes Tax Planning Startup Portfolio 52

Harness Wealth

MARCH 5, 2024

In this guide, we’ll explore the average fees of tax advisors in the US for 2024. A CPA may charge $1,250 for a household’s tax return with two W2s, startup equity income, and investment transactions. A crypto tax advisor may charge $2,000 to aggregate transactions from multiple wallets, prepare tax forms, and file taxes.

Taxes 52

Taxes Tax Planning Ethics Education 52

Harness Wealth

MARCH 24, 2023

In this article, we’ll define some of the most common forms of equity compensation issued by startups and established companies alike, including RSUs, ISOs, NSOs, and more. However, the 83(b) election carries risks and should be carefully considered with the help of a financial advisor.

Taxes 52

Taxes Startup Wealth Advisor Financial Advisor 52

WiserAdvisor

SEPTEMBER 8, 2023

Hasty decisions made before retirement can lead to unexpected financial troubles and compromises. You may consult with a financial advisor to understand how to prepare for retirement and the importance of adopting a prudent approach to retirement planning. Need a financial advisor?

Retirement 59

Retirement Retirement Planning Financial Advisor Budgeting 59

Harness Wealth

JUNE 9, 2023

A financial plan is a comprehensive blueprint designed to help you meet your financial goals, whether that’s achieving a comfortable retirement, sending your kids to college, or planning for unforeseen events. It’s more than just investing—it’s a holistic approach that covers all aspects of your financial life.

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

Walkner Condon Financial Advisors

MAY 1, 2023

According to Aileen Lee of Cowboy Ventures, only 0.14% of tech startups reach “unicorn” status (billion dollar market valuation), and of those, only 39% IPO or get acquired. That is about 1 out of every 2,000 startups. I also discourage cashing out long-term investments to self-finance the exercise of a stock option.

Taxes 98

Taxes Startup Planning Valuation 98

Darrow Wealth Management

NOVEMBER 17, 2022

Article is a general communication only and should not be used as the basis for making any type of tax, financial, legal, or investment decision. Darrow Wealth Management doesn’t provide tax advice; consult your tax advisor to discuss your personal situation. . A tech employee at a startup has stock options.

Taxes 96

Taxes Wealth Management Tax Planning Planning 96

The Irrelevant Investor

DECEMBER 3, 2021

This was the conversation I had a few months ago with Jeremy Schwartz, the Global Chief Investment Officer at WisdomTree. What brought Jeremy and I together, aside from being friends for a long time, was our investments in Onramp Invest , a crypto technology platform built for financial advisors. Let's do it."

Financial Advisor 52

Financial Advisor Investing Investments Assets 52

The Irrelevant Investor

JULY 24, 2017

We don't use gold because financial advisors are supposed to stand in the way of clients and bad decisions, and gold is the ultimate bad-decision asset. It is the go-to tool for the apex financial predator. The fourth advisor said they're at 3% of client accounts and have been building a position over the last few months.

Financial Advisor 52

Financial Advisor Wealth Management Valuation Clients 52

Clever Girl Finance

SEPTEMBER 7, 2023

But while the extra wealth might be helpful to your financial situation, you likely still have a lot of questions and may be wondering how to invest $100k. How should I invest $100,000 to make $1 million? How should I invest $100,000 to make $1 million? How can I invest $100k to create passive income?

Investing 52

Investing Investments Risk Tolerance Accounting 52

The Big Picture

OCTOBER 19, 2022

The transcript from this week’s, MiB: Tom Rampulla, Vanguard’s Financial Advisor Services Director , is below. He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. THOMAS RAMPULLA, MANAGING DIRECTOR, FINANCIAL ADVISOR SERVICES DIVISION, VANGUARD: Thanks, Barry.

Financial Advisor 269

Financial Advisor Clients Taxes Investing 269

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? Explore Types, Benefits and How to Get Started Are you tired of the traditional investment options that seem to be a rollercoaster ride and often offer limited downside protection? If so, it’s time to delve into alternative investments.

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? Explore Types, Benefits and How to Get Started Are you tired of the traditional investment options that seem to be a rollercoaster ride and often offer limited downside protection? If so, it’s time to delve into alternative investments.

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

Harness Wealth

MARCH 9, 2023

The S-1 is a form that discloses a company’s financial and business details to potential investors and is generally seen as a publicly-available investment prospectus. Reddit remains tight-lipped on the details of its IPO and has hired investment banks Goldman Sachs and Morgan Stanley to help with the process.

Planning 52

Planning Taxes Advertising Tax Planning 52

Fortune Financial

MAY 4, 2023

3D Printing: A Promising Alternative Investment Opportunity Investing in 3D printing technology has become increasingly popular in recent years and has proven to be a game changer in various industries. Yet, it’s important to do due diligence and carefully research each investment opportunity before making any decisions.

Investing 52

Investing Investments Manufacturing Financial Advisor 52

Fortune Financial

AUGUST 31, 2022

Businesses and consumers alike have an interest in easing the burden placed on the environment by investing in our planet through green initiatives. Eco-friendly investing, also called green investing, may enhance your wealth while benefiting the environment. . What Is Green Investing? Types of Green Investing.

Investing 52

Investing Investments Government Portfolio 52

Clever Girl Finance

NOVEMBER 21, 2023

What to do with $50k before you invest it! What is the best investment for $50k? What to do with $50k before you invest it! If you’re lucky enough to have 50k in cash, the obvious move is to invest it. Figure out a payment plan that works for you—and your other investment plans—and take things from there.

Accounting 63

Accounting Startup Investing Investments 63

The Richer Geek

JUNE 29, 2022

Today, we have Travis Smith, he’s the Founder and CEO of Tribevest, a platform that makes it easy to invest as a group and do deals together in as little as 48 hours. He started his career with Morgan Stanley but realized the most direct path to wealth and financial freedom wasn’t as an individual. The path is as a group, as a tribe.

Investing 52

Investing Investments Wealth Management Startup 52

Clever Girl Finance

APRIL 5, 2023

What to do with $50k before you invest it! If you’re lucky enough to have 50k in cash, the obvious move is to invest it. Getting yourself into a strong financial position is the first step of the process. Figure out a payment plan that works for you — and your other investment plans — and take things from there.

Startup 52

Startup Investing Investments Retirement 52

The Big Picture

JANUARY 30, 2024

Full disclosure, my firm, OLTs Wealth Management, works with Betterment, which powers our digital investment platform. And have the ability to candidly, to invest and lose money in ways that the incumbents can’t. We were, we licensed the content so it didn’t require an enormous investment, right?

Media 139

Media Wealth Management Investing Investments 139

Walkner Condon Financial Advisors

MARCH 16, 2023

information about the Silicon Valley Bank failure could spread rapidly (via say Twitter or Facebook, two former Silicon Valley startups), the FDIC (with the backing of the treasury) basically said they would insure all deposits for the time being including those above the limit. Investments involve risk.

Banking 98

Banking Insurance Assets Startup 98

Darrow Wealth Management

MARCH 24, 2024

By December, your CPA and financial advisor can help in developing a tax projection for the year. If you work for a private company, startup, or are early-exercising unvested shares , this strategy likely won’t help much as you won’t have the ability to control the timing of future stock sales.

Taxes 59

Taxes Tax Planning Planning Financial Advisor 59

Zajac Group

JANUARY 14, 2022

Let’s assume that you are a startup founder who has approximately $3 million worth of Restricted Stock. surtax for medicare net investment income. Always consult your financial advisor before making complex investment decisions. Investments are subject to risk, including the loss of principal.

Taxes 52

Taxes Assets Financial Planning Financial Advisor 52

The Big Picture

OCTOBER 13, 2022

I Drove a Prototype To See How It Could Work A Dutch startup called Lightyear let us drive a pre-production prototype of its 0 sedan, which is billed as the world’s first “solar electric car.” ( The Drive ). • Many communities effectively ensure the only viable replacement for a starter home is a new one that’s much larger and more expensive.

Startup 156

Startup Economy Financial Advisor Education 156