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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 246
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101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio)

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.

Fee Only 246
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Weekly Market Insights: November 11th, 2024

Cornerstone Financial Advisory

6,7 Stocks finished the week with a number of records: the S&P 500 crossed the 6,000 mark, and the Dow breached 44,000 for the first time on Friday. Friday: Retail Sales. It should not be considered a solicitation for the purchase or sale of the securities. The yield on the 10-year Treasury fell to 4.307 percent.

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Weekly Market Insights | October 28th, 2024

Cornerstone Financial Advisory

Markets fell Wednesday morning with news that existing home sales fell to a 14-year low in October; still slowed by higher interest rates, sales are on track for their worst year since 1995. On Tuesday, Standard & Poor’s reported that the number of stocks above their 20-day moving average fell to nearly 50 percent.

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Weekly Market Insights: November 25th, 2024

Cornerstone Financial Advisory

New Home Sales. Pending Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. 7 This Week: Key Economic Data Tuesday: Consumer Confidence.

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Weekly Market Insights: November 18th, 2024

Cornerstone Financial Advisory

4,5 Stocks dropped again on Friday as strong October retail sales seemed to reinforce Powell’s comments about Fed rate adjustments. Ironically, strong retail sales numbers—while a sign of a strong economy—send a mixed message to investors. Thursday: Existing Home Sales. 6 Source: YCharts.com, November 16, 2024.

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Massachusetts ‘Millionaires’ Tax Applies to Sudden Wealth Events

Darrow Wealth Management

The surtax will increase the Massachusetts tax liability by $68,000 on the sale of their home. But if a sale is in process, wrapping it up before 12/31 would be advantageous (all else equal). Consider an installment sale. We specialize in financial planning for an IPO, acquisition, or sale of a private business.

Taxes 111