Envision Wealth Planning

MAY 23, 2022

Ethical financial advisors are on the rise and are now doing things within their businesses with the hope to serve as an example of the right behavior for the rest of the industry to follow. I’m tired of the nonsense “top advisor” lists based on AUM or how many Twitter followers somebody has. It’s ludicrous.

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Sara Grillo

APRIL 21, 2022

So here’s a blog about some things that ethical financial advisors do in the hopes they will serve as an example of right behavior for the rest of the industry to follow. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors.

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WiserAdvisor

MAY 13, 2025

Diversification is widely recommended to ensure financial security during this phase of life. A well-diversified portfolio helps protect against market volatility and minimizes the risk of significant losses. Below are 10 ways to diversify your investment portfolio for retirement: 1.

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WiserAdvisor

JANUARY 5, 2024

A financial advisor can help you make sense of high-income earners’ investment strategies and methods of wealth management for the middle class. This article will pinpoint six key distinctions that can underscore the difference in the investment strategies of these financial groups.

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Zajac Group

MARCH 20, 2023

It’s loosely defined as holding a significant portion of wealth in a single stock, which could result in an inappropriately diversified portfolio. Often, you can’t have both, and by trying to be tax efficient, you may end up with less overall wealth should the stock price go down.

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WiserAdvisor

MARCH 19, 2024

A financial advisor can help you employ similar strategies and create a robust financial portfolio similar to wealthy investors. This article will also explore some of the key investments favored by the wealthy and how they leverage these opportunities to achieve their financial goals.

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Yardley Wealth Management

OCTOBER 13, 2021

In short, if you’ve not yet done so, it’s time to define your financial goals, and build your personalized, globally diversified portfolio to complement them. That’s one reason we advocate for maintaining an appropriate mix between wealth-accumulating and wealth-preserving investments. But what’s “appropriate”?

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WiserAdvisor

MARCH 28, 2024

From maximizing savings opportunities to strategic investment decisions, there are several things you can still do to bolster your financial stability as you approach retirement. Seeking guidance from a financial advisor can provide invaluable insights and a tailored approach to building a nest egg efficiently, even in your 50s.

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Zajac Group

FEBRUARY 10, 2025

Behavior Finance and Your Portfolio So much of the concept of investing is about logic, math, and numbers. All of this to say, the markets are volatile, and your portfolio can experience significant fluctuations because of it, particularly if you have a single stock position that makes up much of your wealth.

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Zajac Group

OCTOBER 17, 2024

As we mentioned above, if you choose to incorporate private investments (which may also be considered alternative investments) in your portfolio, some of your income may be reported on a Schedule K-1 form as well. Talk to your financial advisor before making any investing decisions.

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Clever Girl Finance

FEBRUARY 20, 2024

Robo-advisors With user-friendly platforms, diversified investment portfolios, and 24/7 access to your investments, robo-advisors provide a convenient and cost-effective way to grow a $20k investment. If you want to keep things simple, consider investing your $20k in a 3 fund portfolio, AKA the lazy portfolio.

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WiserAdvisor

MARCH 13, 2024

Adhering to these pillars can help you pave the way for a secure and fulfilling retirement supported by wise financial decisions and informed choices. A financial advisor can help you understand the five pillars of retirement planning to ensure you stay a step ahead when planning for the later years of your life.

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Carson Wealth

SEPTEMBER 19, 2022

When you think about financial planning or wealth management, you may think those services are only needed and meaningful for people who have accumulated monopoly-style buckets of money. What Do Financial Advisors Do? Wealth management. Do I Need a Financial Advisor? The process is ongoing.

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Zajac Group

MARCH 11, 2025

If youve received a significant share of company stock, or your positions have grown meaningfully post-IPO, you may be searching for strategies to mitigate downside risk and diversify your portfolio. In exchange for the shares, they receive a partnership interest in the fundan interest that includes a diversified portfolio of stocks.

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Zajac Group

APRIL 23, 2025

Selling stock outright, however, can incur a sizable tax billmaking it difficult to balance concentration risk with long-term portfolio preservation. Keep in mind real-world variables (such as portfolio returns, tax brackets, and the structure of the CRT) will impact results. Who Should Consider a CRT? CRTs are not for everyone.

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