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#FASuccess Ep 419: Attracting Clients Who Want To Align Their Investments With Their Values With A Sustainable Investing Approach, With Peter Krull

Nerd's Eye View

Welcome to the 419th episode of the Financial Advisor Success Podcast ! Pete is the Director of Sustainable Investing of Earth Equity Advisors, an RIA based in Asheville, North Carolina, that oversees approximately $200 million in assets under management for 250 client households. Welcome everyone! Read More.

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Why Should I Hire a Financial Advisor? 5 Benefits of Financial Advice

Carson Wealth

While some individuals manage their finances independently or utilize automated platforms, the personalized guidance of a financial advisor may offer distinct advantages. One study found that an advisor-managed portfolio could produce an additional 3% value add annually over a self-managed (DIY) portfolio.

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The Role of Financial Advisors in Managing Healthcare Expenses

WiserAdvisor

This upward trend is expected to continue, with PwC projecting an 8% annual rise in medical costs for the Group market and 7.5% for the Individual market by 2025. For retirees, these trends pose a significant financial challenge. Healthcare financial advisors are invaluable in helping individuals tackle this complexity.

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Financial Advisor vs Self-Investing: Why Self-Investing May Not Always Be a Good Idea

WiserAdvisor

But there is another group of investors who swear by their financial advisors. They credit their financial stability and success to their guidance. So that naturally brings up some questions – Should you hire a financial advisor or trust your instincts, go solo, and save money? No problem!

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A Beginner’s Guide to Market Investment Terms

Carson Wealth

This glossary of investment terms to know can be your cheat sheet for spotting red flags (and opportunities) in your portfolio, talking shop with your advisor, and making investment decisions based on understanding, not just gut feelings. Core Market Investment Terms Bull or bear market? Risk tolerance and asset allocation?

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Market Drama

Zoe Financial

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 7th, 2025 Watch Time: 5 min. Welcome to this week’s Market Drama! Stock Market Update: S&P 500: Down 9% this week, now down ~1314% YTD. Earnings risk: Public companies may adjust profit forecasts if tariffs are enforced.

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Stocks vs. Bonds: Historical Returns, Risk, and the Case for Both

Darrow Wealth Management

For example, stocks are categorized by sectors, region, market capitalization, style, etc. The choice between stocks and bonds depends on their individual circumstances, such as risk tolerance, time horizon, and financial goals. Both of these help investors stay the course during market downturns.