Financial Planning Investing Retirement 
Nerd's Eye View
NOVEMBER 25, 2024
Over the past decade, a growing number of advisors have expanded into offering comprehensive financial planning services, reflecting a shift that not only helps them stand out from (increasingly commoditized) portfolio management offerings but also supports clients' broader financial goals.
Nerd's Eye View
DECEMBER 11, 2024
"How much can I spend in retirement?" Answering it well requires a range of assumptions – from estimating average investment returns to understanding correlations across asset classes. Ideally, retirement spending would align perfectly with a client's needs – neither too much nor too little.
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Nerd's Eye View
JUNE 25, 2025
Many financial advisory clients might work for 40 years or more, ideally seeing their income – and capacity to save for retirement – increase over time as they advance in their careers. Still others, including adherents of the Financial Independence Retire Early (FIRE) movement, may hope to retire even sooner.
Wealth Management
JULY 2, 2025
trillion annually over the next decade as part of the great wealth transfer, a new report finds. trillion annually over the next decade as part of the great wealth transfer, a new report finds. trillion annually over the next decade as part of the great wealth transfer, a new report finds.
Nerd's Eye View
JUNE 6, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent report finds that the number of SEC-registered RIAs, the assets that they manage, and the number of clients they serve all increased between 2023 and 2024 and suggests the industry is robust across the size spectrum, (..)
Abnormal Returns
NOVEMBER 6, 2024
Podcasts Christine Benz and Amy Arnott talk the state of retirement with Anne Tergensen of the WSJ. morningstar.com) Barry Ritholtz talks shareholder yield with Meb Faber of Cambria Investments. podcasts.apple.com) Taxes A year-end tax planning checklist. kindnessfp.com) How to think about taxes in early retirement.
Nerd's Eye View
APRIL 9, 2025
It's natural for advisors to begin discovery meetings by asking questions about a client's current financial situation – understanding cash flow, debt, investments, risk tolerance, or even the burning tax concern that brought them to the advisor's door in the first place is crucial for financial planning.
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