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Adviser links: serving Boomers

Abnormal Returns

(youtube.com) The biz Why Hightower Advisors is buying an institutional investment consultant. riabiz.com) Risk tolerance Determining a client's risk tolerance is more complicated than having them fill out a questionnaire. advisorperspectives.com) Does risk tolerance change in retirement?

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Adviser links: compassionate objectivity

Abnormal Returns

crr.bc.edu) The widow tax is real. wealthmanagement.com) Parsing the differences in risk tolerance for a couple is tricky. kitces.com) A Q&A with Barry Ritholtz author of the new book "How Not to Invest." (crr.bc.edu) What do (different) surveys tell us about well-being in retirement?

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Inspired Discovery: Asking Vision Questions To Focus On Clients’ “Ideal Self”

Nerd's Eye View

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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Weekend Reading For Financial Planners (April 19–20)

Nerd's Eye View

Which, according to Kitces Research on Advisor Productivity, can lead to higher productivity for advisor teams (but can require an investment in staffing and higher-end planning services to meet their complex planning needs).

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5 Best Long-Term Investment Strategies for 2025

WiserAdvisor

In the world of investing, this could not be truer. Long-term investing is where you put your money to work and give it time to grow. Below are 5 long term investment strategies you need to know about in 2025: 1. This is the segment you can explore for long-term investing. Because they hold real value. Why does it work?

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Investing for Retirement: Strategies for Long-Term Success

Yardley Wealth Management

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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Active vs. Passive Investing: Which Strategy is Right for You?

Your Richest Life

Your investing strategy is a personal approach based on your goals, life stage and risk tolerance. There are so many different ways to invest, but two of the most common methods youll find are active and passive investing. What is active investing? What is passive investing?