Validea

JANUARY 6, 2025

In this episode of “Two Quants and a Financial Planner,” we explore key insights from our previous conversations with Larry Swedroe, one of investing’s most evidence-based thinkers.

Financial Planner

Validea

OCTOBER 28, 2024

We discuss: – The limitations of dividend-focused investing strategies – Asset allocation insights from the Talmud – A different perspective on the Fed’s recent performance – Meb’s view on wealth as a means to freedom – The case for significant trend following allocation in portfolios – The question Meb (..)

Asset Allocation

Harness Wealth

APRIL 30, 2025

Setting clear financial goals and obtaining realistic business valuations early in the process helps you understand how timing impacts both taxes and overall returns. Family Limited Partnerships FLPs enable the gradual transfer of ownership to family members while utilizing valuation discounts for the lack of marketability or control.

Taxes

Validea

MARCH 11, 2025

Topics covered: Value spreads and how they’ve evolved from historically consistent ranges to unprecedented widths in recent years Why value doesn’t necessarily need catalysts or multiple expansion to generate returns The impact of intangible assets on value metrics and whether traditional valuation methods need updating How indexing (..)

Investing

Validea

FEBRUARY 10, 2025

Paulsen offers unique perspectives on how markets have evolved over his 40-year career, from the days when investors checked bank signs for daily Dow quotes to today’s high-speed algorithmic trading environment.

Valuation

Validea

MARCH 18, 2025

Main topics covered: The transition from the “Great Moderation” era to what Liz Ann calls the “Temperamental Era” – understanding how inflation volatility and market dynamics are shifting Why “rolling recessions” matter and how different sectors of the economy can experience downturns at different times (..)

Portfolio Management

Nerd's Eye View

OCTOBER 4, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey from Charles Schwab indicates that advisors see technology as the biggest driver of change in the RIA industry, with the growing number of AdvisorTech solutions as the most frequently cited tech-related driver (..)

Financial Planner

Nerd's Eye View

MAY 10, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners"– this week's edition kicks off with the news that a recent analysis from Morningstar suggests that the Department of Labor's (DoL's) new Retirement Security Rule (aka Fiduciary Rule 2.0)

Financial Planner

Nerd's Eye View

JULY 7, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that recent survey data indicate that advisors are more satisfied and productive when they have more time to spend with their clients and when those clients fit within their ideal client profile, in terms of needs, (..)

Financial Planner

Nerd's Eye View

DECEMBER 23, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, ”, a series of measures that will have significant impacts on the world of retirement planning.

Financial Planner

Nerd's Eye View

OCTOBER 28, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the SEC has proposed a rule that would require RIAs to conduct enhanced due diligence and recordkeeping when using certain outsourced investment management services and other third-party service providers.

Financial Planner

Nerd's Eye View

MAY 12, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that a recent study found that clients of advisors providing comprehensive planning services are significantly more satisfied than those receiving a lower tier of service.

Financial Planner

Nerd's Eye View

NOVEMBER 4, 2022

While private valuations have soared in recent years, public markets continue to be less kind to RIAs. We wrap up with three final articles, all about RIA deal activity: What the continued influx of capital from private equity firms means for the RIA industry as a whole. Enjoy the ‘light’ reading! Read More.

Financial Planner

Nerd's Eye View

JULY 5, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent U.S.

Financial Planner

Abnormal Returns

DECEMBER 26, 2022

Podcasts Michael Kitces talks setting boundaries with Emily Rassam who is the Senior Financial Planner for Archer Investment Management. Annamaria Lusardi about the importance of financial literacy. rationalreminder.libsyn.com) The biz The DeVoe 2023 M&A report shows expectations for lower RIA valuations.

Risk Tolerance

Validea

SEPTEMBER 23, 2024

In this episode of Two Quants and a Financial Planner, we dive deep into the investing wisdom of Michael Mauboussin, one of the most respected thinkers in finance. We revisit our interview with Michael and distill 10 key lessons that are still incredibly relevant for investors today.

Financial Planner

Validea

JUNE 26, 2023

We discuss how investors should think about inflation and the potential for a future recession, how to interpret market valuations, the impact of AI stocks on the market and whether political and geopolitical events should play a role in an investment strategy.

Valuation

Validea

JUNE 26, 2023

We discuss how investors should think about inflation and the potential for a future recession, how to interpret market valuations, the impact of AI stocks on the market and whether political and geopolitical events should play a role in an investment strategy.

Valuation

Discipline Funds

AUGUST 4, 2023

After all, time is the core problem that financial planners and investment managers try to solve. More importantly, we know that environments with low unemployment, high valuations and restrictive credit are consistent with poor risk adjusted returns in the stock market.

Financial Planner

Park Place Financial

NOVEMBER 29, 2022

In other words, when rates go up, the table valuations follow suit. With a QPRT, you put the financial benefits of your home into a trust for your family, even while you still live there. Whenever making financial decisions, you should always think about working with a financial planner — regardless of current economic changes.

Estate Planning

Validea

SEPTEMBER 9, 2024

In this episode, we dive into key lessons from our recent Excess Returns interview with valuation expert Aswath Damodaran. Whether you’re a professional or individual investor, our discussion provides valuable food for thought on the future of valuation, investing strategies, and financial markets.

Valuation

International College of Financial Planning

NOVEMBER 10, 2021

Certified Financial Planner (CFP) – Much like the CFA, CFP or Certified Financial Planner also remains one of the most sought out qualifications in this industry. In this course program, you’d be trained in concepts such as capital budgeting, risk management, and option valuation to name a few.

Investment Advisor

Validea

MARCH 5, 2024

We look at how the current level of concentration compares to history, whether the fundamentals of the biggest companies justify their valuations and what it all means for investors. In this episode, we take a look at the facts to see if those concerns are warranted.

Valuation

Validea

JANUARY 8, 2024

Then it gave many of those returns back as investors questioned whether the prospects if the companies it owned justified their high valuations. ARK’s flagship innovation ETF generated eye popping returns in the years leading up to 2021. And then it bounced back in a big way in 2023, although it still sits well below its highs.

Valuation

Park Place Financial

JULY 6, 2022

For plans with amortization periods exceeding 30 years during three consecutive annual actuarial valuations, the plan and sponsoring groups must form an FSRP. Seek Retirement Planning Services from Park Place Financial. The law also includes compliance standards for FSRPs.

Retirement

Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

Marketing

Good Financial Cents

DECEMBER 14, 2022

In short, they are financial planning counselors who help people protect their assets. A Bachelor’s degree in finance or a related field is required, and a CFP(Certified Financial Planner) certification is preferred for insurance advisors. Hedge Fund Manager. Average salary: $83,578 per year.

Budgeting

Carson Wealth

JULY 26, 2023

There are multiple alternatives with different benefits, which is why it’s critical to discuss the pros and cons with a financial planner. Compensation: This refers to how you intend to be compensated for the business.

Planning

Zoe Financial

FEBRUARY 21, 2023

When looking for a financial advisor, ensure they’re certified. Certifications should keep an eye out for are: Certified Financial Planners (CFP®) and Chartered Financial Analysts (CFA®). They may also offer services such as setting up investment accounts or retirement plans that fit your unique needs.

Financial Advisor

The Big Picture

MAY 7, 2024

I went in there and the valuation was below a billion dollars. And at two years the valuation was $13 billion. So I worked with a certified financial planner called Katie Song when I was at SoFi. He’s great. And we went out and sold the ads, and I knew that Pinterest would be big. And I left after two years.

Startup

Bell Investment Advisors

JUNE 29, 2023

My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. If you look at the valuation range that they’ve traded at in recent history, most of them are at the upper ranges of that. I’m joined here today by Ryan Kelley, Lead Portfolio Manager and Research Analyst for Bell. Happy to be here.

Marketing

eMoney Advisor

NOVEMBER 10, 2022

As a financial planner, you’re well-positioned to collaborate with a client’s estate attorney to make sure their wishes are carried out. Many financial planners offer clients a secure online vault where they can upload estate planning documents. Final Valuation of Prince’s Estate Pegged at $156.4

Estate Planning

Validea

MARCH 26, 2025

– Jim Paulsen downplays the importance of monetary policy and valuation, emphasizing Main Street sentiment over Wall Street metrics. – Dan Rasmussen disputes the predictability of growth, asserting past financials reveal little about a companys future. – Meb Faber (again!) . – Meb Faber (again!)

Valuation