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. michaelparekh.substack.com) Oil The global oil market seems well supplied. Strategy Another sign that gambling is being normalized. axios.com) If you believe the numbers.

Financial Advising 157

Financial Advising Media Investment Planning Economy 157

A Wealth of Common Sense

SEPTEMBER 5, 2024

The OG financial blogger Barry Ritholtz joined me on the show this week to discuss questions about what the next recession will look like, creating an investment plan for a banker with cash on the sidelines, paying down a low interest rate mortgage and how to sell your automobile. 2All 3 have.

Marketing 126

Marketing Marketing Investment Planning Planning 126

Yardley Wealth Management

AUGUST 20, 2024

The post Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility appeared first on Yardley Wealth Management, LLC. Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility Introduction: Market volatility is a fact of life for investors.

Financial Planning 40

Financial Planning Planning Risk Tolerance Marketing 40

Carson Wealth

JUNE 9, 2025

Inching Closer to New Highs Stocks had some drama last week as the president of the United States and the world’s richest man had a very public falling out, but that did little to slow down the bull market. The Rocky Balboa Market Something unique about 2025 so far is how stocks have bounced back when they’ve been down. It fell 20.5%

Economics 69

Economics Marketing Marketing Economy 69

Nerd's Eye View

AUGUST 2, 2024

market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S. market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S.

Financial Planner 246

Financial Planner Financial Advice Investment Planning Retirement 246

Nerd's Eye View

AUGUST 2, 2024

market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S. market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S.

Financial Planner 242

Financial Planner Financial Advice Investment Planning Retirement 242

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.

Financial Planner 246

Financial Planner Compensation Planning Insurance Compliance 246

Abnormal Returns

MAY 21, 2023

Markets Ten bad market takes including 'Recession is inevitable?' bilello.blog) Strategy Why so many Americans think their house is the best investment. awealthofcommonsense.com) Every investment plan needs some room for error. ritholtz.com) 10 charts this week including the surge in Nvidia ($NVDA).

Financial Advising 242

Financial Advising Startup Taxes Financial Services 242

Nerd's Eye View

MAY 2, 2025

While CFP board highlighted the improved brand recognition and desire to work with a CFP professional amongst the public since its public awareness campaign began in 2011, some certificants have questioned whether the fee increase (which comes on the heels of a $100 hike in 2022) and the promotional campaign it supports will lead to more clients (and (..)

Financial Planner 157

Financial Planner CFP Financial Advisor Retirement 157

Nerd's Eye View

SEPTEMBER 29, 2023

Also in industry news this week: After experiencing a downturn over the past few quarters, RIA M&A activity ticked higher in the 3rd quarter amid continued interest from sellers and increasing costs for internal succession A recent study shows that housing-related costs are more likely than healthcare spending to cause unexpected spending shocks (..)

Financial Planner 246

Financial Planner Healthcare Investment Planning Clients 246

Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

Financial Planner 246

Financial Planner Certification CFP Financial Advice 246

Nerd's Eye View

SEPTEMBER 8, 2023

Read More.

Financial Planner 246

Financial Planner CFP Clients Investment Planning 246

Nerd's Eye View

AUGUST 25, 2023

Further, 87% of respondents said they would trust advice from human advisors, more than any other source of advice surveyed, and well above the 37% who said they trust generative AI tools.

Financial Planner 246

Financial Planner Retirement Retirement Planning Advertising 246

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 59

Risk Tolerance Investment Planning Investing Investments 59

Nerd's Eye View

NOVEMBER 3, 2023

Also in industry news this week: A recent study indicates that the RIA model has seen significant growth in the number of firms and advisors during the past decade, and these firms are expected to control 1/3 of industry AUM by 2027 Despite market headwinds leading to a contraction in advisory firm AUM in 2022, firms continued to produce strong profit (..)

Financial Planner 246

Financial Planner Retirement Planning Retirement Insurance 246

Nerd's Eye View

NOVEMBER 4, 2022

Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients. 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.

Financial Planner 238

Financial Planner Retirement Planning Financial Advisor Medical 238

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 156

Wealth Management Insurance Estate Planning Clients 156

Nerd's Eye View

AUGUST 30, 2024

Also in industry news this week: While many pre-retirees feel unprepared for retirement, longitudinal survey data suggest most will end up living a comfortable retirement, suggesting a role for financial advisors to show them projections of what their retirement could actually look like According to a recent survey, high-net-worth individuals are largely (..)

Financial Planner 238

Financial Planner Financial Advisor Retirement Clients 238

Nerd's Eye View

AUGUST 11, 2023

Also in industry news this week: A bill that would allow funds in 529 plans to be used for postsecondary credentials, including the CFP certification, is gaining significant bipartisan support in Congress A recent survey identified key topics on which financial advisors and investors have mismatched views, from expected investment returns to how they (..)

Financial Planner 241

Financial Planner Certification CFP Clients 241

Nerd's Eye View

JANUARY 13, 2023

From there, we have several articles on retirement planning: The latest rules for 2023 Required Minimum Distributions from inherited retirement accounts. How reviewing and adjusting capital market assumptions can help advisors refine their use of Monte Carlo simulations.

Financial Planner 239

Financial Planner Retirement Planning Retirement Compliance 239

Tobias Financial

NOVEMBER 4, 2024

In financial circles, this will inevitably include discussion of the potential impact on markets. But should elections influence long-term investment decisions? We would caution investors against making changes to a long-term plan in a bid to profit or avoid losses from changes in the political winds.

Marketing 52

Marketing Marketing Asset Allocation Commission 52

A Wealth of Common Sense

MARCH 31, 2023

1 I know plenty of investors with completely different styles that have found success in the markets over the years. But there are only a handful of ways investors fail in the markets: Allowing your emotions to get the best of you. Chasing fad investments. Not following an investment plan. Thinking.

Investing 144

Investing Investments Investment Planning Planning 144

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. To start crafting the persona of their ideal client, advisors can list key attributes of their target client. Read More.

Clients 246

Clients Fee Only Planning Advertising 246

Nerd's Eye View

DECEMBER 25, 2023

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Financial Advisor 246

Financial Advisor Financial Planner Insurance Clients 246

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. To start crafting the persona of their ideal client, advisors can list key attributes of their target client. Read More.

Fee Only 246

Fee Only Portfolio Clients Planning 246

Nerd's Eye View

MARCH 8, 2024

Read More.

Financial Planner 246

Financial Planner Asset Allocation Clients Risk Management 246

Brown Advisory

OCTOBER 16, 2017

Investment Planning Options achen Mon, 10/16/2017 - 10:24 The decision to sell or hold a concentrated position may sound simple, but these situations are often more complex than they appear. They require the investor to reconcile investment dynamics, tax considerations and a variety of subjective, emotional factors.

Investment Planning 52

Investment Planning Planning Investing Investments 52

Brown Advisory

OCTOBER 16, 2017

Investment Planning Options. They require the investor to reconcile investment dynamics, tax considerations and a variety of subjective, emotional factors. Outright Sale of Stock: We can choose to lay out a sale plan that gradually reduces the holding to a targeted size (or eliminates it entirely).

Investment Planning 52

Investment Planning Planning Investing Investments 52

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Financial Planner 189

Financial Planner Financial Advisor Certification Estate Planning 189

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. It’s not just about the money. lakh crore in April.

Investing 52

Investing Investments Investment Planning Accounting 52

WiserAdvisor

JUNE 13, 2025

By spreading your investments across different asset classes like stocks, bonds, real estate, and alternatives, you reduce the impact of any one market struggling. It’s natural to feel worried when markets fall and tempting to chase fast gains when stocks are soaring. It was one of the fastest declines in market history.

Estate Planning 59

Estate Planning Taxes Retirement Healthcare 59

Tobias Financial

MARCH 12, 2025

Markets have always gone through ups and downs, and while recent fluctuations may feel unsettling, history shows that markets tend to recover over time. Lately, several forces including trade policies, advancements in artificial intelligence (AI), and corporate cost-cutting have been shaping market movements.

Marketing 52

Marketing Marketing Financial Planning Planning 52

WiserAdvisor

MAY 29, 2025

Consistent habits, disciplined investing, and patience form the bedrock of wealth creation, keeping financial security in mind. A long-term perspective allows you to ride out market volatility, avoid impulsive decisions, and benefit from the natural growth of your investments over time.

Accounting 59

Accounting Wealth Accumulation Investing Investments 59

Dear Mr. Market

DECEMBER 31, 2024

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

Budgeting 105

Budgeting Financial Planning Estate Planning Planning 105

Carson Wealth

FEBRUARY 12, 2024

One year ago, investors were being bombarded by talk of the bear market and an imminent recession. What a ride it has been, but investors were once again rewarded for sticking to their investment plans. A pullback would be perfectly normal at any time, but overall the bull market is alive and well. So, what now?

Marketing 97

Marketing Marketing Economy Investing 97

Carson Wealth

MARCH 11, 2024

The Bull Keeps Going We sound like a broken record, but that could be a good thing in a bull market, as stocks made more new highs last week. 15 years ago, stocks bottomed after the vicious bear market of the global financial crisis. The bottom line is the economy is strong because the labor market is strong.

Marketing 97

Marketing Marketing Economy Retirement 97

Advisor Perspectives

APRIL 15, 2025

Portfolio rebalancing helps advisors uncover a new investment plan of action that aligns with a client's long-term financial milestones. It also considers how the current market will impact asset diversification.

Portfolio 78

Portfolio Clients Investment Planning Assets 78