Nerd's Eye View

AUGUST 12, 2025

And be certain to listen to the end, where Ryan shares his experiences working in the wirehouse, independent broker-dealer, and RIA channels (and how he’s thrived after gaining the independence that firm ownership can provide), how Ryan has navigated ongoing compliance obligations as an independent RIA (first successfully handling it by himself (..)

Education

Nerd's Eye View

APRIL 11, 2025

Also in industry news this week: NASAA this week approved model rule amendments that would restrict the use of the titles "advisor" and "adviser" by broker-dealers (and their registered representatives) who are not also dually registered as investment advisers, which, if adopted by state regulators, would largely bring state rules on this issue in (..)

Financial Planner

Nerd's Eye View

JUNE 12, 2025

Tax planning often fits the 'kind environment' model: The rules are relatively stable, outcomes repeat annually, and feedback is immediate (e.g., Investment planning falls into this camp; a client who makes a risky bet and sees strong returns might conclude the strategy is sound, even if it was more luck than skill.

Financial Planner

Nerd's Eye View

MARCH 21, 2025

Also in industry news this week: While inter-channel advisor moves often make headlines, a recent study from Diamond Consultants found that most advisor transitions occur between firms in the same channel The number of disciplinary cases and restitution orders from FINRA increased in 2024 (the total amount of fines declined) as the self-regulatory (..)

Financial Planner

Dear Mr. Market

DECEMBER 31, 2024

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. Dear Mr. Market: Ah, the start of a new yearthe smell of fresh planners, gym memberships, and resolutions destined to be abandoned by February. But not this year. Not for you.

Budgeting

WiserAdvisor

MAY 29, 2025

Automatic investment plans : One of the easiest ways to stay consistent is to set up automatic transfers from your bank account to your investment account, ensuring youre always saving first. Automation removes the temptation to skip or delay investing and turns it into a disciplined habit.

Accounting

WiserAdvisor

JUNE 13, 2025

To protect your wealth, it helps to create a clear investment plan. Determine your goals, timeline, and risk tolerance before you invest. Then stick to that plan, even when the market gets rough. Balancing all of these without expert help can leave critical gaps in your plan.

Estate Planning

International College of Financial Planning

JULY 11, 2025

The CFP® program isn’t just about mastering technical modules on investment planning, taxation, retirement, or insurance. It means asking better questions, filtering out noise, and grounding every action in logic, not emotion. And this is precisely what the CFP® certification is built to instil. It builds a mindset.

CFP

International College of Financial Planning

JULY 2, 2025

Whether it’s investment planning, retirement planning, tax strategy, estate management, insurance planning, or holistic money management, the CFP designation proves that you can deliver advice that is both competent and client-centric. What makes the CFP credential so respected?

Financial Planner

Yardley Wealth Management

FEBRUARY 4, 2025

In this comprehensive guide, we’ll explore proven strategies to help you minimize tax liability while staying compliant with current regulations.

Taxes

Wealth Management

AUGUST 1, 2025

Mercer Advisors’ extensive resources, especially in tax, estate and investment planning, will help us increase our impact while preserving the long-term continuity of the business,” Keric said in a statement. The firm is led by Founder and Principal Tom LaMacchio and Principal and Owner Nadia Keric.

Estate Planning

Tobias Financial

AUGUST 5, 2025

Articles Investment Planning Market Update Webinars Tax Planning Charles “Chad” NeSmith Franklin Gay All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.

CFP

Trade Brains

JUNE 13, 2025

When it comes to mutual fund investing, one of the biggest decisions an investor faces are whether to invest using Systematic Investment Plans (SIP) or a lump sum investment. A Systematic Investment Plan is a method of investing where you invest a specified fixed amount regularly (usually monthly) in a mutual fund.

Risk Tolerance

Financial Symmetry

JULY 28, 2025

Planning for the long game, projections from major investment firms suggest international stocks and US value companies could outpace trendy US growth stocks over the next decade. The key lesson is to focus on a globally diversified, evidence-backed investment plan.

Marketing

Trade Brains

JUNE 30, 2025

The 20 th century has seen a rise in numerous investment options, among these the gilt mutual funds (MFs) have emerged as one of the most reliable investment plans. Gilt funds primarily invest in government securities, which are issued by the Reserve Bank of India (RBI).

Portfolio

WiserAdvisor

JUNE 4, 2025

Comprehensive financial planning involves budgeting, investment planning, tax optimization, debt management , insurance coverage, retirement strategy, and even estate planning. While each of these goals is important individually, what matters more is how they all fit together.

Financial Planning

Yardley Wealth Management

SEPTEMBER 10, 2024

Instead, stay committed to your investment plan during both market highs and lows. Remember, successful retirement investing requires patience and discipline. Consider Your Risk Tolerance Knowing your risk tolerance is crucial when designing your retirement investment strategy.

Retirement

Carson Wealth

JUNE 9, 2025

Congrats again to the Dow on an amazing run and to all the investors over the years who have benefited by sticking to their investment plans. The fasted 1,000 point milestone to milestone interval ever was only five days from 32,000 to 33,000 in March 2021. Any bets on when it breaks 100k?

Economics

SEI

JULY 15, 2025

For clients with significant capital gains and long-term horizons, these strategies remain critical tools in tax-aware investment planning. Learn how business development companies offer access to private credit and equity investing. Get the latest insights. July 15, 2025 Understanding business development companies.

Investing

Trade Brains

JULY 17, 2025

Long Term: These funds are suitable for investors whose investment horizon is long-term (5 years or more) to withstand market fluctuations and to give the power of compounding a chance to work.

Risk Tolerance

Tobias Financial

NOVEMBER 4, 2024

But should elections influence long-term investment decisions? It’s almost Election Day in the US once again. While the outcome may be uncertain, one thing we can count on is that plenty of opinions and predictions will be floated in the days surrounding the vote.

Marketing

Nerd's Eye View

MAY 16, 2025

Also in industry news this week: A recent study finds that financial advisory clients are leaving largely positive, in-depth reviews for their advisors FINRA has responded to some concerns about its proposed rule regarding outside business activities, saying that it is designed to streamline regulations and not (as has been suggested by some commenters (..)

Financial Planner

Carson Wealth

APRIL 23, 2025

isnt the way to reach long-term investment goals. Rebalancing, staying diversified, and following your investment plan are important concepts to focus on in times like this. As great as gold has done (and it has been a tremendous noncorrelated asset in 2025), it is historically stretched. Chasing the shiny object (get it?)

Transportation

Trade Brains

JULY 9, 2025

Synopsis- In May 2025, India’s headline CPI inflation dropped to 2.82%, the lowest in six years since February 2019. That’s good, but here’s what it really means: while grocery bills might seem stable, core inflation (excluding food and fuel) sits around 4.17–4.20%.

Retirement Planning

Workable Wealth

NOVEMBER 25, 2020

In our last post, we kicked off our two part series of addressing the money tasks you’re avoiding and the steps you can take to make progress. Today, we’re covering four additional areas that you can make headway in your financial life.

Taxes

NAIFA Advisor Today

JANUARY 28, 2025

As a Retirement Income Certified Professional and a Life and Annuities Certified Professional, John advises clients on retirement planning, investment planning, and risk management. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.

Financial Planner

Abnormal Returns

OCTOBER 29, 2024

theverge.com) How social media can wreck your investing plan. blogs.cfainstitute.org) Investment success is about small advantages compounded over time. Strategy Another sign that gambling is being normalized. morningstar.com) Fund management Does the world need a leveraged Berkshire Hathaway ($BRK.B)

Financial Advising

Fintoo

JUNE 26, 2025

Once confined to paper certificates, vaults, and real estate deeds, wealth today lives in the cloud, in digital wallets, on investment platforms, and across financial apps. Why cybersecurity is the new cornerstone of wealth protection in 2025 The way we understand, grow, and store wealth has transformed drastically.

Certification

Wealth Management

JUNE 11, 2025

Whether clients support the policies with cash gifts or split-dollar, the discussion of options will necessarily involve a combination of insurance planning, tax planning, income and gift tax-oriented wealth transfer planning and investment planning.

Wealth Management

Nerd's Eye View

MAY 2, 2025

Also in industry news this week: A majority of financial advisory clients feel reassured by their advisor in the current market environment, according to a recent survey, with advisors pursuing a mix of 'high touch' and 'low touch' communication methods A FINRA proposal that purports to streamline regulatory obligations regarding outside business activities (..)

Financial Planner

Trade Brains

JULY 3, 2025

Mutual funds are one of the most popular ways for people to make investments and generate wealth over time. One of the common questions that arise with persons earning a salary is “How much of my salary should I invest in mutual funds?

Investing

Harness Wealth

JULY 31, 2025

The 2025 tax year brings inflation-adjusted brackets that could affect investment planning, with long-term capital gains thresholds increasing by approximately 2.8% across all filing statuses. High-income investors may face an additional 3.8%

Taxes

Fintoo

JULY 18, 2025

Exit load is the fee mutual funds charge you when you redeem your investment before […] The post How to Handle Exit Loads in Mutual Funds: A 2025 Guide from an Investor’s Perspective appeared first on Fintoo Blog. Introduction: Why Exit Load Matters in 2025 What is an exit load in mutual fund?

Investing

Trade Brains

JUNE 13, 2025

May 2025 marked a significant milestone in the country’s investing journey, as Systematic Investment Plans (SIPs) continued their record-breaking streak. What used to be a tool for the financially savvy urban elite has now become India’s favorite way to invest.

Investing

Random Roger's Retirement Planning

FEBRUARY 9, 2025

The point is to understand that a portfolio that is valid for a long term investment plan will have periods where it lags in a frustrating manner. In real life, the Mystery Fund isn't suitable as a one portfolio solution despite being in the ballpark. The result is close but the fund isn't valid for that purpose.

Portfolio

Trade Brains

AUGUST 10, 2025

Mumbai, August 11, 2025: Shriram Asset Management Company (Shriram AMC), a part of Shriram Group, has announced the launch of Shriram Chhoti SIP, a low-ticket size Systematic Investment Plan (SIP) that allows investors to start investing with just ₹250 per month.

Asset Allocation

Tobias Financial

MARCH 12, 2025

You may be wondering how all of this impacts your financial future and the plans youve worked hard to build. With everything happening in the world right now, its natural to feel a bit unsettled. Economic uncertainty, shifting policies, and global events can make it difficult to know what comes next.

Marketing