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Market Drama

Zoe Financial

For investors, this may be a time to revisit your financial plan, not to panic. Consider speaking with a financial advisor about risk tolerance and strategies like tax loss harvesting. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Stay tuned for next week.

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What Issues Should I Consider When Reviewing My Investments?

Tobias Financial

Lets make sure your strategy continues to support your financial goals! Tobias Financial Advisors is registered as an investment advisor with the SEC. Professional advisors should be consulted before implementing any of the options presented. It is for information and planning purposes only.

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Top Insights Driving Financial Planning Strategies in 2025

WiserAdvisor

Financial advisors should take these factors into account to ensure their clients receive the right experience. This article will discuss some of the most pivotal financial planning industry trends to watch out for this year. This brings the need to leverage these tools to personalize financial planning for each client.

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Top 10 Multicap Mutual Funds to Invest in India – Are They in Your Portfolio?

Trade Brains

Selecting the right multicap fund depends on individual financial goals, risk tolerance, and investment horizon. Multicap funds present a balanced investment option, blending the safety of large-cap stocks with the growth of mid and small-cap stocks. How to Choose the Right Multicap Fund?

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3 ways to close the sale

Million Dollar Round Table (MDRT)

As a financial advisor or insurance agent, you must do the work and close the sale. Agents and advisors are tempted to go after the low-hanging fruit of the easy order. By Bryce Sanders Prospects never breeze into your office and say, “Where do I sign?” Are you doing the right work, though?

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Key Trends and Concerns for Investors in 2025

WiserAdvisor

However, it is important to note that this does not mean you no longer need a financial advisor. The role of a financial advisor is just as important as ever. That said, AI can further add value by helping financial advisors and investors save time and leverage technology to optimize their portfolios.

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5 Best Long-Term Investment Strategies for 2025

WiserAdvisor

However, if you are concerned about the risk, do not go all in. Make sure to research well and even consult with a financial advisor to ensure you place careful bets and understand the company and sector-specific risks. Maybe your financial advisor talks about them non-stop.