Nerd's Eye View

SEPTEMBER 8, 2023

Also in industry news this week: Changes to CFP Board’s procedural rules went into effect September 1 and are intended to make the disciplinary process more efficient for respondents as well as CFP Board staff, and to expand the CFP Board’s ability to pursue more complaints against CFP professionals A NASAA model rule follows in the footsteps (..)

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Financial Planner CFP Clients Investment Planning 239

Nerd's Eye View

AUGUST 25, 2023

Also in industry news this week: The SEC settled its first charges related to its new marketing rule with a firm that advertised 2,700% annual returns A survey suggests that older Americans prefer the term "longevity" to "aging", perhaps informing the way advisors discuss related issues with their clients From there, we have several articles on retirement (..)

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Financial Planner Retirement Retirement Planning Advertising 233

Nerd's Eye View

SEPTEMBER 23, 2022

A survey shows that more RIAs are outsourcing investment management, and that those who do are largely happy with the decision. From there, we have several articles on insurance and investment planning: Why the chair of the Senate Finance Committee has taken an interest in the private placement life insurance market.

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Financial Planner Compensation Planning Compliance Insurance 229

Nerd's Eye View

DECEMBER 25, 2023

We start with several articles on retirement planning: Data showing where American retirees currently stand, from their average net worth to how they spend each hour of the day How, according to a recent study, delaying Social Security benefits typically leads to greater lifetime wealth than claiming benefits early in order to reduce portfolio withdrawals (..)

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Financial Advisor Financial Planner Insurance Clients 234

Nerd's Eye View

NOVEMBER 3, 2023

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Financial Planner 241

Financial Planner Retirement Planning Retirement Insurance 241

Nerd's Eye View

JANUARY 13, 2023

Also in industry news this week: A study suggests that simplification is the top reason consumers combine their investment accounts, signaling that the onboarding process for new advisory client assets is a value-add in itself. How stocks and bonds tend to perform following their biggest down years.

Financial Planner 194

Financial Planner Retirement Planning Compliance Retirement 194

Nerd's Eye View

NOVEMBER 4, 2022

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations. Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients.

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Financial Planner Financial Advisor Retirement Planning Medical 191

Gen Y Planning

NOVEMBER 1, 2022

So, how can you determine your enough number that gives you the freedom to live the life you want today and in the future? It depends if they have careers enabling them to work from anywhere, where they plan to live (cost of living, expat taxes, travel back to the states, etc.), and their current savings and investments. .

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Numbers Insurance Coverage Taxes Insurance 52

Nerd's Eye View

NOVEMBER 28, 2022

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.

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Clients Fee Only Planning Advertising 237

Nerd's Eye View

NOVEMBER 28, 2022

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.

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Fee Only Portfolio Clients Planning 232

Nerd's Eye View

MARCH 8, 2024

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Financial Planner 219

Financial Planner Asset Allocation Clients Risk Management 219

Nerd's Eye View

SEPTEMBER 29, 2023

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Financial Planner 232

Financial Planner Healthcare Investment Planning Clients 232

Good Financial Cents

AUGUST 11, 2022

I once had a client ask me, “Jeff, if you had a million dollars, how would you invest it?”. The reality is, there are a ton of different strategies I would personally use to invest $1 million dollars, and to help this seed money grow into even more cash over time. Ad Robo-Advisors move with the market to ensure your investments.

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Investing Investments Marketing Marketing 110

Workable Wealth

SEPTEMBER 30, 2020

Welcome back to the third part of our investment lexicon series. stock market and its many intricacies, including what it is, ways of tracking it, and strategies to approach investing in it. Today, we’ll explore the ways you can participate in the stock market, namely the creation and management of your investment portfolio.

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Portfolio Investing Investments Government 52

Workable Wealth

JUNE 24, 2020

In your quest for financial wellness, you have probably heard countless times the importance of investing as part of a well-rounded financial plan. While this is true, most articles don’t tell you how to invest wisely, what role investments play in your wealth-building journey or even what the Market can tell you. .

Investing 52

Investing Investments Marketing Marketing 52

Sara Grillo

APRIL 10, 2023

Today we’re gonna WAKA WAKA BREAK IT DOWN to the question, “Is crypto a good investment or is it as valueless as a rock?” Is crypto a good investment, or does it suck? Wright: So if gold is something a client could be invested in and potentially suitably recommended by an advisor, what is the argument against Bitcoin?

Investing 52

Investing Investments CFP Financial Advisor 52

Financial Symmetry

SEPTEMBER 18, 2023

Investing is simple but not easy. To that end, what are the impacts if you do a poor job managing your investments? The numbers … Continued The post The Benefits of a Wealth Management Relationship – Part 2, Ep #199 appeared first on Financial Symmetry, Inc.

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Wealth Management Management Numbers Investing 64

Your Richest Life

JANUARY 16, 2024

Look at the numbers A lot of money anxiety is caused by one thing: avoidance. People know their finances aren’t where they want them to be, so instead of looking at the numbers, they avoid them. The truth is, no matter what your situation is, knowing the actual numbers is the first step in relieving money stress.

Budgeting 52

Budgeting Financial Planner Numbers CFP 52

Park Place Financial

NOVEMBER 29, 2022

Discover some of the benefits of structured products and their value for investment. These pre-packaged investments usually feature assets connected to interest and an additional. SEC), meaning they operate similarly to traditional investments, such as stocks and bonds. similarly to traditional investments. investments.

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Certified Financial Planner Fiduciary Duty Retirement Planning Retirement 52

Brown Advisory

JUNE 3, 2015

Demystifying Sustainable Investing. For many investors, the topic of sustainable investing is a jungle of jargon and vague terms. When you cut through the confusion, though, you find that sustainable investing strategies have matured and improved, and now form the core of an increasing number of investors’ portfolios.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

MARCH 23, 2021

They walk through the possible tax implications that should be considered when thinking about expatriation, and ask Jaime a number of questions including whether individuals who have expatriated will have issues when returning to the U.S. Whether you plan to spend a few years, a few decades, or the rest of your life outside the U.S.,

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Taxes Investment Planning Planning Investing 52

Brown Advisory

MARCH 23, 2021

They walk through the possible tax implications that should be considered when thinking about expatriation, and ask Jaime a number of questions including whether individuals who have expatriated will have issues when returning to the U.S. Whether you plan to spend a few years, a few decades, or the rest of your life outside the U.S.,

Taxes 52

Taxes Investment Planning Planning Investing 52

Carson Wealth

SEPTEMBER 19, 2022

An index is a way to track the overall performance of a financial market by looking at a collection of different investments – in this case, stocks. That’s why its performance is watched so avidly throughout the day and why its closing numbers help give people a general sense of the country’s economic direction. .

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Healthcare Economy Financial Advisor Numbers 52

Brown Advisory

MARCH 20, 2023

Adults (16 and older) are allowed to contribute up to £20,000 into an investment ISA each tax year. Furthermore, there are strict rules about what investments are allowed to be held in an ISA and not many U.S./U.K. Many Americans fall into the trap of opening an ISA and investing in an array of available fund options.

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Taxes Accounting Investing Investments 52

Tobias Financial

MARCH 10, 2024

We are excited to bring you this valuable resource that goes beyond the numbers, offering insights to empower you to make well-informed financial decisions. Tap into Chad’s wealth of experience and analytical acumen, as he provides you with a concise overview of the most recent market developments.

Marketing 52

Marketing Marketing CFP Portfolio Management 52

Tobias Financial

FEBRUARY 20, 2024

We are excited to bring you this valuable resource that goes beyond the numbers, offering insights to help you make well-informed financial decisions. Chad’s experience and analytical prowess will be at your fingertips every month as he provides a brief overview of the latest market trends.

Marketing 52

Marketing Marketing CFP Numbers 52

Sara Grillo

OCTOBER 31, 2022

Form ADV Part 3 (also called Customer Relationship Summary) requires SEC-registered investment advisers to prepare a “plain English” summary of the data presented in Part I and II. You should check the advisor’s CRD number and see if it matches what they sent you. Investment Adviser Public Disclosure. 1 Disclosures. Firstmetric.

Financial Advisor 110

Financial Advisor Commission Clients Compliance 110

WiserAdvisor

AUGUST 26, 2022

Are you good with numbers, accounting, and financial planning? If yes, then DIY financial planning might be a good option for you. On the other hand, if you tend to struggle with budgeting or find financial planning overwhelming, then professional money management could be a better solution. You are new to investing.

Management 101

Management Financial Advisor Financial Planning Retirement Planning 101

Your Richest Life

APRIL 15, 2024

2024 contribution limit: $23,000 Thrift Savings Plan – The Thrift Savings Plan (TSP) is a retirement savings and investment plan for Federal employees and members of the uniformed services. That will help you get started with a target number, and from there, you can see which accounts will support your goals.

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52

WiserAdvisor

DECEMBER 15, 2023

Consider consulting with a professional financial advisor who can help you understand and employ suitable retirement investment strategies based on your income, age, and retirement expectations. This nuanced investment approach allows you to move towards your desired retirement lifestyle steadily.

Financial Advisor 59

Financial Advisor Retirement Risk Tolerance Retirement Planning 59

Good Financial Cents

JANUARY 11, 2023

For example, investment bankers are near the top of the list, often working for large investment banks like Goldman Sachs or Morgan Stanley. You can find these jobs in financial institutions such as banks, investment banks, hedge funds, and private equity firms. Investment Banker. And how much money do they make?

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Banking Budgeting Portfolio Management Recruitment 96

Trade Brains

JANUARY 20, 2024

Top 5 Trading Apps in India: Long gone are the days when people used to monitor stock prices through broking houses and on computer systems which gave just enough insights into price movements and based on these movements major investment decisions were made at least by most of the retail investors. According to the data 1.43

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Accounting Planning Startup Clients 59

Truemind Capital

FEBRUARY 2, 2021

HR is asking to submit investment proofs by the end of the month. This reminded him of the last time when he didn’t submit any investment proof, a significant portion of his salary was deducted in lieu of taxes. Little did Rohit know that he ended up investing in a pension plan with a commitment to pay fixed annual premiums.

Taxes 52

Taxes Planning Insurance Coverage Insurance 52

WiserAdvisor

SEPTEMBER 6, 2023

Consult with a professional financial advisor who can help create a balanced strategy toward retirement planning and portfolio reviewing, ensuring both financial stability and peace of mind on your journey toward retirement. This can help you establish a strong foundation and craft your investment strategy.

Accounting 52

Accounting Retirement Asset Allocation Retirement Planning 52

Gen Y Planning

FEBRUARY 1, 2023

In this blog, we’ll be utilizing data found by Fidelity Investments Millionaire Outlook Study from 2019. The average age of stressed millionaires (66) is lower than less-stressed millionaires (67) The number of investable assets between the two groups is equal ($1.75 They enjoy investing and take an active role in it.

Financial Planning 52

Financial Planning Retirement Financial Advisor Planning 52

Good Financial Cents

SEPTEMBER 2, 2022

Most people are well aware that investing is the key to building long-term wealth, yet that doesn’t mean that getting started is easy. In fact, all new investors face a huge learning curve when it comes to figuring out how to invest and where to invest their extra money. So, how do you start investing exactly?

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Investing Investments Accounting Portfolio 91

Zajac Group

AUGUST 11, 2022

Does it make sense for your total investment portfolio? However, if your gut, and/or your investment plans don’t call for buying additional employee stock shares, maybe you shouldn’t. Clearly, personalized financial planning is a must before you proceed one way or another. Is this something you would be comfortable with?

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Taxes Sales Numbers Investing 52