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Weekend Reading For Financial Planners (June 28–29)

Nerd's Eye View

Also in industry news this week: While the estate tax exemption is slated to rise to $15 million in 2026 under Republican-proposed legislation, estate planning will remain a key topic for advisors and their clients across the wealth spectrum, from managing possible state estate tax exposure to ensuring that clients’ end-of-life preferences are (..)

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This broker vs. financial advisor debate got ABSOLUTELY crazy!

Sara Grillo

Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Join the Transparency Advisor Movement.

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Tips to Help You Stay Strong During Market Volatility

Carson Wealth

Surging retail activity – As the pandemic wanes and the world reopens, consumers are eager to get back out there and spend, whether it’s planning a well-earned vacation or enjoying an evening out with friends. The lesson is that sticking with your investment plan is the key to a solid financial future. .

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What Is the S&P 500 (and Why Does Everyone Talk About It All the Time?)

Carson Wealth

Today the stocks in the DJIA encompass a much wider number of industries, from retailers like Home Depot to technology companies like Apple. So, while the S&P 500 can give you a window into the overall health of the market, it’s always best to stick to your investment plan for a solid financial future.

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How to Reset Your Finances in a Pandemic

Workable Wealth

Knowing what goes out and what comes in will help you trim your budget, freeing up more for saving and investing. . Every one of us has negative spending habits we’d like to kick to the curb – retail therapy, excessive dining-out, liberal use of Amazon Prime, etc. One of the best ways to do that is to work with a financial advisor.

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Are Alternative Investments the Key to Diversifying Your Portfolio?

Fortune Financial

You can choose to invest in residential properties, such as houses or apartments, which can provide a steady stream of rental income. Commercial properties, such as office spaces or retail buildings, can offer higher potential returns. Assess how each investment option fits into your overall portfolio strategy.

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Are Alternative Investments the Key to Diversifying Your Portfolio?

Fortune Financial

You can choose to invest in residential properties, such as houses or apartments, which can provide a steady stream of rental income. Commercial properties, such as office spaces or retail buildings, can offer higher potential returns. Assess how each investment option fits into your overall portfolio strategy.