A Wealth of Common Sense

SEPTEMBER 5, 2024

The OG financial blogger Barry Ritholtz joined me on the show this week to discuss questions about what the next recession will look like, creating an investment plan for a banker with cash on the sidelines, paying down a low interest rate mortgage and how to sell your automobile. 2All 3 have.

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Yardley Wealth Management

AUGUST 20, 2024

The post Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility appeared first on Yardley Wealth Management, LLC. Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility Introduction: Market volatility is a fact of life for investors.

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Nerd's Eye View

AUGUST 2, 2024

market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S. market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S.

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Nerd's Eye View

AUGUST 2, 2024

market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S. market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S.

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Financial Planner Financial Advice Investment Planning Planning 242

Abnormal Returns

MAY 21, 2023

Markets Ten bad market takes including 'Recession is inevitable?' bilello.blog) Strategy Why so many Americans think their house is the best investment. awealthofcommonsense.com) Every investment plan needs some room for error. ritholtz.com) 10 charts this week including the surge in Nvidia ($NVDA).

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Nerd's Eye View

SEPTEMBER 23, 2022

A survey shows that more RIAs are outsourcing investment management, and that those who do are largely happy with the decision. From there, we have several articles on insurance and investment planning: Why the chair of the Senate Finance Committee has taken an interest in the private placement life insurance market.

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Financial Planner Compensation Planning Insurance Compliance 246

Nerd's Eye View

NOVEMBER 3, 2023

Read More.

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Financial Planner Retirement Planning Retirement Insurance 246

Nerd's Eye View

SEPTEMBER 29, 2023

Read More.

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Financial Planner Healthcare Investment Planning Clients 246

Nerd's Eye View

AUGUST 11, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Massachusetts Secretary of the Commonwealth has launched an investigation into how investment firms are using artificial intelligence-enabled technologies, echoing concerns expressed by the SEC that these tools could be used (..)

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Financial Planner Certification CFP Clients 242

Nerd's Eye View

AUGUST 30, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent benchmarking study suggests that a number of RIAs are looking to move 'upmarket' and work with wealthier clients by expanding their service menu to include family office services, investment banking, and/or trust (..)

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Financial Planner Financial Advisor Retirement Clients 239

Nerd's Eye View

MAY 2, 2025

While CFP board highlighted the improved brand recognition and desire to work with a CFP professional amongst the public since its public awareness campaign began in 2011, some certificants have questioned whether the fee increase (which comes on the heels of a $100 hike in 2022) and the promotional campaign it supports will lead to more clients (and (..)

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Financial Planner CFP Financial Advisor Retirement 159

Nerd's Eye View

SEPTEMBER 8, 2023

Read More.

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Financial Planner CFP Clients Investment Planning 246

Nerd's Eye View

AUGUST 25, 2023

Further, 87% of respondents said they would trust advice from human advisors, more than any other source of advice surveyed, and well above the 37% who said they trust generative AI tools.

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Financial Planner Retirement Retirement Planning Advertising 246

Nerd's Eye View

NOVEMBER 4, 2022

Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients. From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations.

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Financial Planner Financial Advisor Retirement Planning Medical 238

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors. Read More.

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Clients Fee Only Planning Advertising 246

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors. Read More.

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Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

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Financial Planner Certification CFP Financial Advice 246

Nerd's Eye View

JANUARY 13, 2023

Also in industry news this week: A study suggests that simplification is the top reason consumers combine their investment accounts, signaling that the onboarding process for new advisory client assets is a value-add in itself.

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Financial Planner Retirement Planning Retirement Compliance 240

Yardley Wealth Management

SEPTEMBER 10, 2024

The post Investing for Retirement: Strategies for Long-Term Success appeared first on Yardley Wealth Management, LLC. Investing for Retirement: Strategies for Long-Term Success Introduction Investing for retirement is a journey that demands careful planning, patience, and discipline. What lifestyle do you envision?

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Retirement Risk Tolerance Investing Investments 40

WiserAdvisor

MAY 29, 2025

Consistent habits, disciplined investing, and patience form the bedrock of wealth creation, keeping financial security in mind. A long-term perspective allows you to ride out market volatility, avoid impulsive decisions, and benefit from the natural growth of your investments over time.

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Accounting Wealth Accumulation Investing Investments 59

Good Financial Cents

AUGUST 11, 2022

I once had a client ask me, “Jeff, if you had a million dollars, how would you invest it?”. The reality is, there are a ton of different strategies I would personally use to invest $1 million dollars, and to help this seed money grow into even more cash over time. Ad Robo-Advisors move with the market to ensure your investments.

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Investing Investments Marketing Marketing 110

Nerd's Eye View

MARCH 8, 2024

Read More.

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Financial Planner Asset Allocation Clients Risk Management 246

Tobias Financial

NOVEMBER 4, 2024

In financial circles, this will inevitably include discussion of the potential impact on markets. But should elections influence long-term investment decisions? We would caution investors against making changes to a long-term plan in a bid to profit or avoid losses from changes in the political winds.

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Marketing Marketing Asset Allocation Commission 52

Nerd's Eye View

DECEMBER 25, 2023

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

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Brown Advisory

OCTOBER 16, 2017

Investment Planning Options achen Mon, 10/16/2017 - 10:24 The decision to sell or hold a concentrated position may sound simple, but these situations are often more complex than they appear. They require the investor to reconcile investment dynamics, tax considerations and a variety of subjective, emotional factors.

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Brown Advisory

OCTOBER 16, 2017

Investment Planning Options. They require the investor to reconcile investment dynamics, tax considerations and a variety of subjective, emotional factors. Similarly, investors should be cautious about a heavy weighting in a single investment. Can the asset’s attributes be replicated by other investments?

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Investment Planning Planning Investing Investments 52

Dear Mr. Market

DECEMBER 31, 2024

Dear Mr. Market: Ah, the start of a new yearthe smell of fresh planners, gym memberships, and resolutions destined to be abandoned by February. Because when it comes to financial planning, you’re ready to write it downand studies show that writing down your goals makes you 42% more likely to achieve them. But not this year.

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Budgeting Financial Planning Estate Planning Planning 105

Clever Girl Finance

OCTOBER 8, 2024

Is now a good time to invest? That’s a question many people have, especially with the stock market being so unpredictable. I’m sharing some key investment insights to help you navigate your financial choices and calm any worries you might have about the stock market. Is investing better than saving? Keep reading!

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Good Financial Cents

SEPTEMBER 2, 2022

Most people are well aware that investing is the key to building long-term wealth, yet that doesn’t mean that getting started is easy. In fact, all new investors face a huge learning curve when it comes to figuring out how to invest and where to invest their extra money. So, how do you start investing exactly?

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Investing Investments Accounting Portfolio 91

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

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Financial Planner Financial Advisor Certification Estate Planning 189

Carson Wealth

FEBRUARY 12, 2024

One year ago, investors were being bombarded by talk of the bear market and an imminent recession. What a ride it has been, but investors were once again rewarded for sticking to their investment plans. A pullback would be perfectly normal at any time, but overall the bull market is alive and well. So, what now?

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Gen Y Planning

JUNE 1, 2022

With all the juicy financial headlines—stock market movements, inflation, the housing market, student loan conversations, etc.—who But in this high-inflationary market, one type of bond, in particular, is getting a lot of attention: the Series I Savings Bond. Does investing in I-bonds make sense as part of your strategy?

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Tobias Financial

MARCH 12, 2025

Markets have always gone through ups and downs, and while recent fluctuations may feel unsettling, history shows that markets tend to recover over time. Lately, several forces including trade policies, advancements in artificial intelligence (AI), and corporate cost-cutting have been shaping market movements.

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Marketing Marketing Financial Planning Planning 52

Brown Advisory

MARCH 1, 2016

The Advisory | March 2016 Insights on Markets and Investments. So far in 2016, investors have encountered some of the worst market turbulence in many years. The key to weathering the volatility is staying true to a long-term investment plan. Tue, 03/01/2016 - 11:37. In this issue: Through the Storm.

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Investing Investments Marketing Marketing 52

Carson Wealth

MARCH 11, 2024

The Bull Keeps Going We sound like a broken record, but that could be a good thing in a bull market, as stocks made more new highs last week. 15 years ago, stocks bottomed after the vicious bear market of the global financial crisis. The bottom line is the economy is strong because the labor market is strong.

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Marketing Marketing Economy Retirement 97

WiserAdvisor

JUNE 4, 2025

Apart from new laws and changes in regulations, it is also important to pay attention to emerging investment trendsevery year. The financial planning industry is constantly undergoing change. For example, a clients investment choices should align closely with their tax strategy, too.

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Advisor Perspectives

APRIL 15, 2025

Portfolio rebalancing helps advisors uncover a new investment plan of action that aligns with a client's long-term financial milestones. It also considers how the current market will impact asset diversification.

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