Sara Grillo

DECEMBER 12, 2022

So when the advisor is not totally transparent with what their fee model is, not just the fees they are charging but any fees and costs overall, whether it is insurance products, whether it’s AUM fees, whether it’s fixed fees or hourly fees or a combination of all these…” – Scott Salaske. Doug Twiddy. I really don’t.” – Derek Robinett.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

ClearMoney

SEPTEMBER 24, 2021

(Assuming an average 10% return, as the S&P 500 has returned historically, money invested in the stock market doubles every seven years.) You’re forgetting that diversification—spreading your investments across a large number of companies—is a powerful way to minimize risk. Please read the prospectus before investing.

Investing 52

Investing Investments Commission Financial Advisor 52

ClearMoney

JANUARY 4, 2022

In addition to the effective vaccines, markets were buoyed by a number of other positive developments, including strong corporate earnings and increased consumer demand. Concentrating your portfolio in a few hot stocks or cryptocurrencies—like focusing on any small number of holdings—can expose investors to substantial risk.

Marketing 52

Marketing Marketing Commission Government 52

ClearMoney

DECEMBER 14, 2021

This differentiates systematic investing from traditional indexing, which typically seeks to deliver market returns, and traditional active investing, which may seek outperformance by identifying so-called mispriced securities or timing markets. Decades of research on stock returns has produced a vast number of published factors.

Investing 52

Investing Investments Commission Distribution 52

James Hendries

NOVEMBER 15, 2022

There is no assurance that the views or strategies discussed are suitable for all investors and they do not take into account the particular needs, investment objectives, tax and financial condition of any specific person. Interest income may be subject to the alternative minimum tax. It is expressed as a number of years.

Portfolio 52

Portfolio Taxes Government Investment Advisor 52

James Hendries

AUGUST 15, 2022

There is no assurance that the views or strategies discussed are suitable for all investors and they do not take into account the particular needs, investment objectives, tax and financial condition of any specific person. Interest income may be subject to the alternative minimum tax. It is expressed as a number of years.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

OCTOBER 7, 2022

There is no assurance that the views or strategies discussed are suitable for all investors and they do not take into account the particular needs, investment objectives, tax and financial condition of any specific person. Interest income may be subject to the alternative minimum tax. It is expressed as a number of years.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

SEPTEMBER 8, 2022

There is no assurance that the views or strategies discussed are suitable for all investors and they do not take into account the particular needs, investment objectives, tax and financial condition of any specific person. Interest income may be subject to the alternative minimum tax. It is expressed as a number of years.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

JULY 13, 2022

There is no assurance that the views or strategies discussed are suitable for all investors and they do not take into account the particular needs, investment objectives, tax and financial condition of any specific person. Interest income may be subject to the alternative minimum tax. It is expressed as a number of years.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

Clever Girl Finance

AUGUST 2, 2023

Table of contents Top 30 best passive income ideas Expert tip: Give yourself time to build passive income Taxes and passive income How can I make $1,000 a month in passive income? You can begin with any of these using Robo-advisors or an investment advisor. License some music Are you musically talented?

Accounting 61

Accounting Advertising Taxes License 61

James Hendries

AUGUST 30, 2022

The numbers. Some of the key numbers include: Estimates for S&P 500 earnings per share (EPS) growth coming into reporting season were around 4.1%. That number looks like it will end up at around 6.2%, according to FactSet estimates [Figure 1]. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Valuation Economics 52

Sara Grillo

MARCH 13, 2023

Investors can play the spread any number of ways, but that is basically what keeps the ETF in line with its value. Bak believes that if the market is down and there is an opportunity to tax loss harvest, there may be an exodus from SPY. nationally recognized as the first investment advisor to offer only Exchange Traded Funds.

Financial Advisor 59

Financial Advisor Assets Management License 59

James Hendries

JANUARY 20, 2023

A number of headwinds As was the case last quarter, corporate America faces several stiff headwinds this earnings season. The path to a sub-$220 number for S&P 500 EPS estimates this year, if we get there, will be gradual. Insurance products are offered through LPL or its licensed affiliates. Consensus is calling for a 3.8%

Marketing 52

Marketing Marketing Economy Economics 52

ClearMoney

FEBRUARY 21, 2022

If imposed, they would add to sanctions on Russia that have been in place for a number of years. In another recent example, the US issued executive orders in 2020 and 2021 that prohibited US persons from investing in certain Chinese companies. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd.,

Commission 52

Commission Portfolio Government Distribution 52

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. What do they have, 90000 plus CFPs?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. Please read the prospectus before investing.

Government 52

Government Commission Economics Distribution 52

ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. Investments involve risks. Dimensional Japan Ltd.,

Government 52

Government Commission Economics Distribution 52

The Big Picture

APRIL 25, 2023

So, Brian is not a stranger to me, and we have some shared financial interests, but the reason I wanted to bring him in here is there are few people in the industry who have a better perch by which to look at the world of registered investment advisors, broker-dealers, all of the changes that are taking place in the space. They don’t.

Compliance 152

Compliance Wealth Management Clients Management 152

Good Financial Cents

APRIL 19, 2023

Invest in a Business Generate Passive Income With Time Investment (Effort Level: 3-5) 8. License Your Music 13. Invest in Real Estate Low minimum investment – $10 Diversified real estate portfolio Portfolio Transparency Roofstock Here’s another real estate platform for a little additional income.

Accounting 105

Accounting Investing Investments Media 105

James Hendries

JULY 6, 2022

President Biden’s approval rating has continued to decline amid higher inflation numbers, with a near perfect inverse correlation to gas prices. The administration wants the federal tax holiday, which would take 18.4 cents off a gallon of gasoline, to be introduced along with a state tax holiday.

Marketing 52

Marketing Marketing Valuation Economy 52