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Weekend Reading For Financial Planners (May 18-19)

Nerd's Eye View

Also in industry news this week: The SEC this week announced a proposed rule that would require RIAs to collect and verify their clients' personal information in an effort to prevent illicit activity, though many firms likely are taking many of these steps already Why larger RIAs and those that have been acquired tend to have worse client and staff (..)

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Weekend Reading For Financial Planners (August 3-4)

Nerd's Eye View

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.

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Weekend Reading For Financial Planners (Aug. 3-4)

Nerd's Eye View

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.

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Weekend Reading For Financial Planners (September 9-10)

Nerd's Eye View

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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What Are I-Bonds? Plus Creative Ways To Include Them In Your Investment Plan

Gen Y Planning

Their reliable returns and ability to produce income make them integral in any well-diversified portfolio but typically keep them out of the spotlight. What’s great about bonds is that they act as a cushion for your portfolio. Bonds also generate income, making them a flexible part of your long-term cash flow plan.

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Workable Wealth Investing Series: What’s in an Investment Portfolio?

Workable Wealth

Today, we’ll explore the ways you can participate in the stock market, namely the creation and management of your investment portfolio. What is your portfolio? Breaking Down a Portfolio. Your investments need a place to live. A portfolio is the place where you house and manage your investments.

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How Many Stocks Make An Ideal Portfolio?

WiserAdvisor

Diversification is one of the first rules of investing that most financial advisors and experts talk about. Diversification refers to investing in a wide mix of investments within a portfolio. How many stocks should I have in my portfolio? How to pick stocks for your portfolio. More than 60 stocks.