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2024 Key Numbers for Health Savings Accounts

Ballast Advisors

Here are the updated key tax numbers relating to HSAs for 2023 and 2024. Disclosures: The opinions expressed herein are those of Ballast Advisors, LLC and are subject to change without notice. Ballast Advisors, LLC is a registered investment advisor under the Investment Advisers Act of 1940, as amended.

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Adviser links: picking up the phone

Abnormal Returns

wiredplanning.com) Daniel Crosby talks with Matt Reiner partner at Capital Investment Advisors about the future of financial advice. flowfp.com) Tony Isola, "Withdrawal rates are more than numbers on a spreadsheet." Podcasts Brendan Frazier talks with Meghaan Lurtz about re-engaging with existing clients.

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18 Questions For Financial Advisors Your Website Should Address

Advisor Websites

Landing clients as a financial advisor is no easy feat in today’s world. Self-serve platforms and robo-advisors are growing rapidly , lu ring potential customers away. Meanwhile, the number of registered investment advisors (RIAs) continues to increase while the percentage of Americans who work with an advisor has begun to decline.

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Freedom + Control: Fueling The Independent RIA Movement

Advisor Perspectives

Freedom, control, and economic advantages are the key reasons for the impressive growth of the independent Registered Investment Advisor (RIA) channel over the years. As the numbers keep rising, so do the number of business models and technologies that help advisors build a practice exactly as they imagined.

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101 Ways Advisors Can Add Value And Attract Their Ideal Clients

Nerd's Eye View

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.

Clients 208
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Weekly Insights – January 1, 2024

Cornerstone Financial Advisory

The four-week moving average, which better illustrates jobless claim trends, was little changed, coming in at 212,000; this was the lowest number since late October. 5 Continuing jobless claims, which measures the number of individuals collecting unemployment benefits, was flat from the previous week at 1.88

Taxes 74
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10 Friday AM Reads

The Big Picture

The platform had punched above its weight in pure user numbers thanks to an unrivaled ability to both distribute real-time information and make expertise available. Combine these elements with your own critical faculty — to weed out the usual spam and bs — and it could feel like the only place online that really mattered.

Banking 157