Weekend Reading For Financial Planners (May 3–4)
Nerd's Eye View
MAY 2, 2025
a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading!
Weekend Reading For Financial Planners (August 31–September 1)
Nerd's Eye View
AUGUST 30, 2024
Nonetheless, given that adding services requires an investment on the part of the firm (often in the form of increased staffing to offer high-touch services and add needed expertise), firms appear to be analyzing the costs and benefits of offering these services in-house versus adding value to clients by referring them to trusted professionals in these (..)
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How To Overcome Change Fatigue In Finance With Neuroscience-Backed Strategies
Protect What Matters: Rethinking Finance Ops In A Digital World
Your Accounting Expertise Will Only Get You So Far: What Really Matters
Trending Sources
It’s Crunch Time For Many Policyholders
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.
Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility
Yardley Wealth Management
AUGUST 20, 2024
Understanding Market Volatility: Before diving into strategies for staying disciplined, it’s essential to understand what market volatility is and how it can impact your investments. Market volatility refers to the rate at which prices rise and fall in financial markets.
#FA Success Ep 386: Turning Impostor Syndrome Anxiety Into A Strength That Drives Client Referrals, With Dann Ryan
Nerd's Eye View
MAY 21, 2024
and the reason that Dann's firm has continued to stick with an AUM fee model despite an increasingly financial-planning-centric service offering.
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Investing for Retirement: Strategies for Long-Term Success
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.
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Reexamining the Retirement Investment Portfolio
Integrity Financial Planning
OCTOBER 9, 2023
So, when referencing an income generation investment strategy, oftentimes, they refer to this concept of scheduled cash returns as a key characteristic of the investment strategy. What is a Total Return Investment Strategy? The total return strategy takes a different approach to an investment plan.
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How to protect your Cash
MainStreet Financial Planning
MARCH 15, 2023
You should always review your account agreements with each institution and understand the risks associated with the investments. SIPC refers to this as “separate capacity”, for example, individual, joint accounts, or trust accounts. Accounts held in the same capacity are combined for purposes of the SIPC protection limits.
What is Goal-Based Investing?
WiserAdvisor
MARCH 30, 2023
A goal-based investing approach is one such strategy. It stands out as it focuses directly on your goals, determining the amount of money you need to achieve your financial goals, and then developing an investment plan designed to achieve those goals within a specific timeframe. 5 steps involved in goal-based investing 1.
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Three Things to Know About Recessions | Weekly Market Commentary | October 24, 2022
James Hendries
OCTOBER 25, 2022
The three factors for defining a recession are depth, diffusion, and duration – conveniently referred to as the “three D’s.” Depth refers to declining economic activity that is more than a relatively small change. Investing involves risks including possible loss of principal. Jeffrey Roach, PhD, Chief Economist, LPL Financial.
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How to sniff out a lying grifter in a Form ADV
Sara Grillo
OCTOBER 31, 2022
If the custodian is referring you to an advisor outside the firm, look at this section and understand how much the advisor is paying to get you referred to them. A few years later Scott merged Quest with another local investment advisory firm, Portfolio Solutions, that shared the same investment principles at that time.
How Often Should You Rebalance Your 401(k)?
WiserAdvisor
APRIL 25, 2023
Rebalancing a 401(k) refers to adjusting the asset allocation of your investment portfolio back to its original target percentages. Your investment strategy determines the target percentages for each asset, often based on your risk tolerance, investment goals, and time horizon. Click to compare vetted advisors now.
Workable Wealth Investing Series: What You Need to Know About the Market
Workable Wealth
JUNE 24, 2020
Today, we’ll be defining and demystifying the market to give you a more comprehensive view of how investing works. . In most news stories and media outlets, it is often referring to the activity of the U.S Look for Part Two of our series where we delve into types of investing strategies! . Need help with your investment plan?
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How to Invest $1 Million Dollars in Today’s Market (Without Blowing It)
Good Financial Cents
AUGUST 11, 2022
When I was a financial advisor, I was once referred to a couple who received a $1.5 Ad An emergency fund is an essential part of everyone's financial plan Using a High-Yield Savings Account means you’re earning more than you would in a typical savings account. You’ll notice that I didn’t refer to myself in any of the above.
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Five Sources of Alpha in an Aging Market Cycle
Brown Advisory
OCTOBER 18, 2019
We believe that public equities and fixed income should always be the bedrock of most long-term investment plans, but there are other ways to earn alpha that are largely independent from the market’s movements. Please refer to the end of the article for a complete list of terms and definitions.
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Five Sources of Alpha in an Aging Market Cycle
Brown Advisory
OCTOBER 18, 2019
We believe that public equities and fixed income should always be the bedrock of most long-term investment plans, but there are other ways to earn alpha that are largely independent from the market’s movements. Please refer to the end of the article for a complete list of terms and definitions. Source: Standard & Poor’s). .
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Workable Wealth Investing Series: What’s in an Investment Portfolio?
Workable Wealth
SEPTEMBER 30, 2020
A security refers to something with financial value that can be bought or sold. In recent years, however, passive investment strategies have been more cost-effective and produced higher returns than actively managed funds which are more costly to operate. An Overview of Securities. Fees to Learn.
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Serving Clients at All Stages of the Financial Planning Lifecycle Effectively and Efficiently
eMoney Advisor
FEBRUARY 9, 2023
You can gain the expertise needed by learning additional skills, hire experts to cover the areas you aren’t knowledgeable about, or build a network of external experts that you can refer your clients to.
Workable Wealth Investing Series: What Investment Strategies Should I Use?
Workable Wealth
SEPTEMBER 16, 2020
There are many different investing strategies out there, and you need to find one that supports your unique goals. Each person’s investment needs may change, so it’s important to know the different ways you can invest. Remember, you can always alter your investment plan as your needs evolve. .
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How to Invest in the S&P 500: What You Need to Know
Good Financial Cents
NOVEMBER 14, 2022
Interestingly, even though the S&P 500 gives a better representation of the “stock market” performance, my financial planning clients always used the Dow Jones as their reference. Set up a recurring investment plan to regularly invest in your fund. I was often asked, “How’s the Dow doing today?”.
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15 Financial Advisor Website Calculators
Midstream Marketing
SEPTEMBER 24, 2019
That means that if you reference one particular calculator in an article that is directly related to that topic (so if you link to a mortgage calculator in an article about current interest rates, for example), you have a better-than-average chance of getting more visibility for that article. Investment Planning.
How Many Stocks Make An Ideal Portfolio?
WiserAdvisor
DECEMBER 21, 2022
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. Market capitalization refers to the dollar value of a company’s outstanding shares. Market capitalization.
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6 Steps You Can Take To Invest Safely
WiserAdvisor
SEPTEMBER 22, 2022
However, there are some ways to lower risk, amplify the chances of earning more returns, and above all, understand the market so you can make sound investment decisions. You can use the following process to invest your money safely: 1. Know your financial goals: Your goals are the foundation of your investment plan.
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How to Invest $500: 13 Ways to Grow Your Money
Good Financial Cents
NOVEMBER 16, 2022
Invest in Income Accelerators. I recently made a YouTube video on something I refer to as “ income accelerators ,” small investments that will help you grow your income and revenue over time. After all, the yield offered is guaranteed, unlike stocks and other investments that can lose value in the short term.
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Financial Freedom Vs Financial Independence: The Difference
Clever Girl Finance
MAY 13, 2023
With an investment portfolio, you can hopefully generate enough passive income for your retirement nest egg. If you want to invest, create an investment plan that matches your financial goals with your risk tolerance. Some of the things you can invest in include stocks, bonds, and mutual funds.
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The Role of Emotional Factors in Your Decision to Hire An Advisor
WiserAdvisor
JULY 25, 2023
You may also want to prioritize some investments, such as Environmental, Social, and Corporate Governance (ESG). A financial advisor who understands your personal beliefs and priorities will be better equipped to create an investment plan that is tailored to your preferences.
How Often Should You Check Your Retirement Account Balance?
WiserAdvisor
SEPTEMBER 6, 2023
You can also use this time to save and invest more if your retirement fund loses value in the face of inflation or your growing financial needs. Portfolio rebalancing refers to readjusting the asset allocation within your portfolio to maintain your desired level of risk and return. Strive to stay informed during critical junctures.
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Managing Liquidity in the Coronavirus Market
Brown Advisory
MARCH 30, 2020
Liquidity, like many concepts in the investment world, is simple on the surface but becomes far more complex when one examines it more deeply. Essentially, liquidity refers to how quickly an investment can be turned into cash. Both forms of liquidity are important to keep in mind when building a long-term investment plan.
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Managing Liquidity in the Coronavirus Market
Brown Advisory
MARCH 30, 2020
Liquidity, like many concepts in the investment world, is simple on the surface but becomes far more complex when one examines it more deeply. Essentially, liquidity refers to how quickly an investment can be turned into cash. Both forms of liquidity are important to keep in mind when building a long-term investment plan.
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30 Save Money Slogans To Motivate You
Clever Girl Finance
FEBRUARY 16, 2023
Staying calm is essential to investors because you don’t want to panic-sell when stock prices drop, as Schwab explains unless you’re very close to retirement, you should generally stick to your investing plan. Time is my most powerful investing tool. Don’t give in to stock market fear.
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Why Exercising Incentive Stock Options When the Stock Price is Down May Not Be Your Best Strategy
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. If the math suggests buying additional shares is the best bet, it may seem like a no-brainer to do so.
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52 The Best Ways To Start Financially Preparing for 2023
WiserAdvisor
DECEMBER 11, 2022
However, there may be changes to this depending on several factors, and it is advised to stay up to date by referring to the official IRS website. It is also important to review your 401k and IRA plans or any other retirement account that you may have. Check the investment options, administrator rules and provisions for loans, etc.
The Other 95%
Brown Advisory
APRIL 16, 2018
In this article, we discuss how we help nonprofits develop and implement their mission-driven investment strategies, and we cover some of the specific structures that organizations can use to achieve financial and impact objectives at the same time.
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The Other 95%
Brown Advisory
APRIL 16, 2018
In this article, we discuss how we help nonprofits develop and implement their mission-driven investment strategies, and we cover some of the specific structures that organizations can use to achieve financial and impact objectives at the same time. Developing Sustainable Investment Plans Standard Process, Added Layers of Thought.
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Advice-only financial planners are stealing the show!
Sara Grillo
MAY 23, 2022
Instead, he provides them with an analysis of their risk tolerance and investment plan, and even specific tickers. If they don’t, he refers them to a flat fee advisor. He teaches them how to make the trades in the final month of the project. SARA GRILLO, CFA: What about scalability? SARA GRILLO, CFA: What about scalability?
Retirement Planning Tips: How Much an Average Person 65 and Older Spends Every Month
WiserAdvisor
JANUARY 16, 2024
These figures can serve as a valuable reference point for individuals planning their retirement. Diversifying your investments across different asset classes is imperative to mitigate risk and enhance overall returns. Adopt a long-term perspective when it comes to your investments.
Transcript: Mike Green, Simplify Asset Management
The Big Picture
AUGUST 20, 2024
And so he was part of that early crop of venture capitalists in that late 1990s time period that I think started to think about it less on the pure technology front and more on exactly as I was referring to with Rene Gerard, the aspirational dynamics, like, what do people really want? It’s changing that price behavior.
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Rich vs. Wealthy: What’s the Difference?
Good Financial Cents
APRIL 10, 2023
This can mean things like: Hiring a mentor Joining a mastermind group Investing in personal coaching Learning with the help of books and courses Building relationships by investing in others I like to refer to these investments as “income accelerators” because they can help you boost your income in ways other investments cannot.
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Tax-Efficient Investment Strategies: Minimizing Liability for High Earners
Carson Wealth
FEBRUARY 11, 2025
Understanding Tax Liability in Investment Planning To optimize your portfolios performance, it’s crucial to consider tax liability alongside investment gains. In my opinion, income taxes, capital gains taxes, and estate taxes are the most important categories for investment planning. What Is Tax Liability?
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Top 5 Trading Apps in India 2024 – All you need to know
Trade Brains
JANUARY 20, 2024
Top Trading Apps in India #2 – UPSTOX Formerly known as RKSV Securities, Upstox is one of the fastest-growing trading platforms and made a good amount of buzz in the investing community as being the 2 nd largest broker in India and having Mr Ratan Tata and investment giant Tiger Global as investors in Upstox provides a great of credibility.
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How To Invest $100K? 4 Investment Ideas
Clever Girl Finance
SEPTEMBER 7, 2023
There are several ways to get started in real estate without buying a property on your own, including real estate investment trusts or REITs. Direct real estate vs. REITs Buying a house, apartment complex, or commercial building to rent for income is often referred to as direct real estate investing or investing in real property.
Investments 52
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Uniting Around a Legacy: Generational Wealth Transfer
Brown Advisory
FEBRUARY 13, 2017
We find that these clients—often referred to with labels such as “millennials” or “next-gen”—face very different circumstances than their parents did, and thus they often make different decisions. We need to understand these differences so we can provide helpful advice and proactive solutions. Identify the values you prioritize.
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Uniting Around a Legacy: Generational Wealth Transfer
Brown Advisory
FEBRUARY 13, 2017
We find that these clients—often referred to with labels such as “millennials” or “next-gen”—face very different circumstances than their parents did, and thus they often make different decisions. We need to understand these differences so we can provide helpful advice and proactive solutions. Identify the values you prioritize.
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Best High-Yield Investments for 2022
Good Financial Cents
AUGUST 1, 2022
These are referred to as municipal bonds. You can invest easily through online P2P platforms. You can invest in small slivers of these loans, referred to as “notes.” That small denomination will make it possible to diversify your investment across many different loans. Municipal Bonds.
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