Weekend Reading For Financial Planners (June 14–15)
Nerd's Eye View
JUNE 13, 2025
Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%
This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Nerd's Eye View
JUNE 13, 2025
Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%
Nerd's Eye View
JUNE 27, 2025
The report suggests that firms seeking to boost their organic growth could do so by, among other tactics, building a stronger brand (e.g., by identifying what truly differentiates them in the marketplace for advice), leveraging digital lead generation capabilities, and more effectively using CRM software.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Nerd's Eye View
MAY 16, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Republicans in the House of Representatives this week released their long-awaited tax plan to address the impending sunset of many measures in the 2017 Tax Cuts and Jobs Act.
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.
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. A good estate plan ensures your assets go where you want them to. It can also help reduce taxes and make life easier for your family during difficult times.
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).
Wealth Management
JUNE 11, 2025
Ratner June 11, 2025 2 Min Read A client whose estate will remain non-taxable after 2025 has a policy in an irrevocable life insurance trust (ILIT) that was presumably purchased for estate tax liquidity. I just thought it appropriate to acknowledge the challenge.
International College of Financial Planning
JULY 2, 2025
Rising incomes, complex tax rules, countless investment options, and growing aspirations have made personal finance decisions more challenging than ever. Here’s the pathway under the current education structure: Investment Planning Specialist – Focuses on asset classes, portfolio strategies, and wealth accumulation.
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.
Trade Brains
JULY 9, 2025
Unlike market crashes that make headlines, inflation operates quietly but persistently, making goods and services more expensive each year. Rebalance annually—markets shift, and your asset mix should too. Use tax-efficient tools like NPS, ELSS, PPF for compounding and tax savings.
WiserAdvisor
JUNE 4, 2025
They want a financial strategy that takes every aspect of their life into account, such as their income situation, investment goals, debt, risk appetite, and more. Comprehensive financial planning involves budgeting, investment planning, tax optimization, debt management , insurance coverage, retirement strategy, and even estate planning.
Yardley Wealth Management
SEPTEMBER 10, 2024
The earlier you start investing, the more time your money has to grow through compounding. Take advantage of tax-advantaged retirement accounts such as 401(k)s, IRAs, and Roth IRAs to maximize your contributions and benefit from tax-deferred or tax-free growth. Learn more about retirement plan options here.
Trade Brains
JULY 3, 2025
If your monthly salary is in the range of ₹30,000–₹50,000 Invest 10%–15% Before aggressively investing and for your emergency fund (emergency savings should arrange for at least 3 months of expenses!) You can also invest in ELSS funds in case you also want to save for taxes.
SEI
JULY 15, 2025
Investor relations Our leadership team Newsroom Locations Careers Featured Login Contact us Careers US US EMEA Canada English Canada Français Our sites US EMEA Canada English Canada Français Insights 1031 Exchanges vs. opportunity zone investments Evaluating and comparing tax strategies for financial professionals.
Trade Brains
JULY 9, 2025
However, profit after taxes dropped from Rs 3,722 crore to Rs 3,084 crore. Its primary responsibility is to raise money from the financial markets in order to finance the development or purchase of assets, which are then leased to Indian Railways. Asian markets ended the day on Wednesday with mixed results. points, or 0.18%.
Fintoo
JULY 16, 2025
If you’re involved in exports or track policy shifts that shape market movements, you’ve likely come across the RoDTEP Scheme—short for Remission of Duties and Taxes on Exported Products. While it might sound technical, this policy is becoming central to India’s export strategy—especially after its latest 2025 update.
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. npr.org) Why the IRS is scrutinizing new claims for the employee tax retention credit.
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.
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.
Nerd's Eye View
SEPTEMBER 8, 2023
Read More.
Carson Wealth
OCTOBER 26, 2022
As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting. A net neutral tax position. What Is Tax Loss Harvesting? How Tax Loss Harvesting Works.
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 (..)
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.
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. Taxes: What are the tax consequences if the position is sold? Mon, 10/16/2017 - 10:24. Does it have limited daily trading volume?
Yardley Wealth Management
FEBRUARY 15, 2022
The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley Wealth Management, LLC. Part 2: Tax-Wise Investment Techniques In our last piece, we introduced some of the tools of the tax-planning trade. In other words, your tax-planning techniques matter at least as much as the tools.
Yardley Wealth Management
FEBRUARY 15, 2022
The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley Wealth Management, LLC. Part 2: Tax-Wise Investment Techniques. In our last piece, we introduced some of the tools of the tax-planning trade. In other words, your tax-planning techniques matter at least as much as the tools.
Darrow Wealth Management
OCTOBER 28, 2024
A strategy for managing your investments is also key: understanding your risk capacity vs appetite, balancing a need for a current income stream and future growth, and ways to be more tax efficient in taxable accounts. Put the plan into action. A liquidity event is a great opportunity to develop a long-term investment plan.
Brown Advisory
APRIL 13, 2022
Expats: Tax Compliance mhannan Wed, 04/13/2022 - 06:37 We help U.S.-connected assess their current financial situation, understand their long-term goals and objectives, and build a robust and flexible investment plan for the future – all while considering the intricacies (and importantly, the interaction) of the U.S.
Workable Wealth
APRIL 29, 2020
Taxes play an important role in your financial life. Taxes are actually involved in nearly every financial decision you make, chief among them being investing. Taxes are to investing as textbooks are to education—you can’t have one without the other. But what happens if your investments lose money?
Gen Y Planning
JUNE 1, 2022
With all the juicy financial headlines—stock market movements, inflation, the housing market, student loan conversations, etc.—who But in this high-inflationary market, one type of bond, in particular, is getting a lot of attention: the Series I Savings Bond. Does investing in I-bonds make sense as part of your strategy?
Brown Advisory
DECEMBER 31, 2020
Understanding the Complexities of the Two Tax Systems jharrison Thu, 12/31/2020 - 05:15 The U.S. tax systems are fairly easy to understand on their own. System (tax year: April 6th to April 5th) In contrast to the U.S., System (tax year: April 6th to April 5th) In contrast to the U.S., taxes its citizens.
Brown Advisory
DECEMBER 31, 2020
Understanding the Complexities of the Two Tax Systems. tax systems are fairly easy to understand on their own. System (tax year: January 1st to December 31st). All citizens, residents, and Green Card holders are taxed on their worldwide income and gains regardless of whether they are resident in the U.S. domiciled’.
Good Financial Cents
AUGUST 11, 2022
If you have a million dollars to invest or anywhere close to that, the steps below can help you grow your money so it lasts a lifetime. Ad Robo-Advisors move with the market to ensure your investments. A lot of people confuse money they knew they needed in the next year or so with investing. They didn’t have a plan.
Carson Wealth
OCTOBER 6, 2022
I have two friends, both in education, who literally threw away their 403(b) enrollment forms because they didn’t understand what the tax-sheltered retirement plan was. 1. Employer match on 401(k) plans. There’s not a lot of mystery surrounding the 401(k) retirement and savings investment plan.
WiserAdvisor
AUGUST 31, 2023
They can also help you optimize your savings and investment plans, ensuring that you maximize your earning potential while minimizing risks. They can provide ongoing support so you can continue investing after retirement, monitor market fluctuations, and make necessary adjustments to your retirement portfolio.
Walkner Condon Financial Advisors
SEPTEMBER 2, 2022
There are many types of accounts for individuals to employ as part of their saving and investment plan – IRAs, HSAs, FSAs, 529 plans, and more. And while ABLE accounts can be a bit more complex for Wisconsin residents, they offer significant tax benefits for individuals with disabilities and their families.
WiserAdvisor
AUGUST 26, 2022
With DIY financial planning, you have complete control over your decisions and can make choices that are best for you. However, this requires you to put in dedicated time and effort on your part to track your finances and learn about accounting, taxes, and financial planning. Your existing debt and taxes. Emergency funds.
Clever Girl Finance
JANUARY 22, 2024
10 steps to manage a financial windfall Expert tip: Keep living your life normally Factoring in taxes How do you deal with sudden financial windfall? Tax refunds that are more than you expected. Successful investments that gained value suddenly/rapidly. Of course, investing doesn’t have to mean the stock market alone.
Gen Y Planning
APRIL 3, 2023
Without clear goals, it’s tempting to get distracted by day-to-day market movements or short-term upsets. Going abroad, you’ll have to consider potential foreign taxes, visas, travel costs, extra insurance, etc. Without proper planning, moving somewhere new could impact your ability to reach your savings goals.
WiserAdvisor
APRIL 25, 2023
Investors who follow this strategy rebalance their 401(k) portfolios regardless of market conditions. This type of rebalancing ensures that your portfolio stays aligned with your investment goals. Either way, you must evaluate how your current allocation fits your investment plan.
Carson Wealth
DECEMBER 1, 2022
An individual who learns to manage $4,000 a month after taxes will be equipped to manage $14,000 or even $40,000 a month as their earnings increase over time. Retirement plans, such as 401(k) and 403(b) plans, allow employees to contribute a portion of their salary up to a federal limit ($20,500 in 2022).
International College of Financial Planning
MARCH 13, 2023
In this blog post, we will explore mutual funds, why they are important, and the benefits they offer to investors in India. What are Mutual Funds? Mutual funds provide a way to invest in a variety of financial assets, e.g., Stocks, bonds, and money market instruments.
Darrow Wealth Management
OCTOBER 29, 2024
Without periodic rebalancing, your investment mix will change as the market fluctuates, falling out of alignment with your target investment mix. To rebalance your portfolio, you’ll buy and sell certain investments to realign to your accounts with your desired asset allocation. Why does this matter?
Brown Advisory
MARCH 23, 2021
During the webinar they discuss how to correctly expatriate depending on your tax status and how to know if you are a covered or non-covered expatriate. Whether you plan to spend a few years, a few decades, or the rest of your life outside the U.S., Brown Advisory does not provide tax advice. Expatriation.
Expert insights. Personalized for you.
We have resent the email to
Are you sure you want to cancel your subscriptions?
Let's personalize your content