Random Roger's Retirement Planning

MARCH 6, 2024

One presentation about about incorporating more individual stocks into client portfolios which I've included since day 1. The presentation was from a company that employs growth at a reasonable price (GARP) and if I wanted, I could outsource some portion of client accounts to them to manage. The short answer for this one was no.

Portfolio 79

Portfolio Clients Sales Education 79

Harness Wealth

MARCH 17, 2023

An Introduction to DeFi Decentralized Finance (DeFi) is a rapidly evolving space, offering blockchain-based financial applications that enable individuals and businesses to access various financial services, including lending, borrowing, trading, and earning interest without traditional financial institutions as intermediaries.

Taxes 59

Taxes Government Assets Accounting 59

Fortune Financial

JULY 5, 2022

One major thing to consider when doing so is the tax bill that may come along with it. The good news is you may be able to take advantage of a little-known tax break called net unrealized appreciation (NUA) — if you qualify. . What Is NUA? You originally paid $10 per share but they are now valued at $50 per share. Reaching age 59 -1/2.

Taxes 52

Taxes Distribution Retirement Planning Retirement 52

Nationwide Financial

NOVEMBER 29, 2022

Succession planning is much more than just the act of selling your practice; there are many items to consider when planning the successful transition of your firm, like finding the right successor, client/relationship communications, receiving the proper value, and reducing taxes on the sale of your firm.

Financial Advisor 52

Financial Advisor Planning Valuation Communication 52

Zoe Financial

APRIL 3, 2023

Passing Down a Legacy Published April 4th, 2023 Reading Time: 5 minutes Written by: Kyle Attarian, MBA, CFA, CFP®, AIF® Zoe Network Advisor Passing Down a Legacy Published April 4th, 2023 Reading Time: 5 minutes Written by: Kyle Attarian, MBA, CFA, CFP®, AIF® Zoe Network Advisor Learning from a family tradition like no other.

CFP 52

CFP Financial Planning Financial Advisor Planning 52

Indigo Marketing Agency

JANUARY 17, 2022

To stay ahead of the curve, financial advisors must identify and align themselves with the top influencers in the field. Here are 36 financial advisor influencers who will likely have a big impact on the industry in 2022. He’s coached thousands of financial service professionals on how to identify and serve more ideal clients.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Brown Advisory

JUNE 23, 2016

Driverless cars will vastly improve what it means to be “on the road,” according to Lawrence Burns, advisor to Google on the Future of Transportation and Mobility. The introduction of autonomous vehicles may begin on a large scale as early as 2018, he said. NOW 2016 | Driverless Cars: Transforming Energy and Mobility. took 63 days.

Communication 52

Communication Clients Transportation Engineering 52

The Big Picture

FEBRUARY 6, 2024

And Tom has helped with the introduction of GMO’s first retail product, the quality ETF stock symbol Q-L-T-Y-G-M-O has been institutional since they launched in 1977. You wouldn’t be surprised to learn the tax consequences of owning a mutual fund is a part of it. a year, way over both. Its index and its benchmark.

Valuation 130

Valuation Investing Investments Assets 130

Nerd's Eye View

MARCH 15, 2024

Also in industry news this week: CFP Board this week announced changes to its Sanctions Guidelines and revisions to its Fitness Standards that clarify the factors that determine how potential sanctions are determined and revise the framework use to determine whether a candidate is eligible to become a CFP certificant The Financial Services Institute (..)

Financial Planner 206

Financial Planner CFP Taxes Tax Planning 206

Brown Advisory

MAY 4, 2020

When we are able to offer sound strategic advice on topics beyond investing—balance sheet management, donor engagement strategy, mission-related investing, leadership development, succession planning and many other issues—it can be as impactful for our clients as the work we do managing their investment assets.

Nonprofit 52

Nonprofit Investing Investments Clients 52

Brown Advisory

SEPTEMBER 4, 2019

When we are able to offer sound strategic advice on topics beyond investing—balance sheet management, donor engagement strategy, mission-related investing, leadership development, succession planning and many other issues—it can be as impactful for our clients as the work we do managing their investment assets. BACKGROUND. BACKGROUND.

Nonprofit 52

Nonprofit Investing Investments Clients 52

Nerd's Eye View

MARCH 15, 2024

Also in industry news this week: CFP Board this week announced changes to its Sanctions Guidelines and revisions to its Fitness Standards that clarify the factors that determine how potential sanctions are determined and revise the framework use to determine whether a candidate is eligible to become a CFP certificant The Financial Services Institute (..)

Financial Planner 130

Financial Planner CFP Taxes Tax Planning 130

Sara Grillo

APRIL 28, 2023

The Transparent Advisor Movement is taking St. plus the cost of sales tax. Despite my efforts to minimize costs, there are contractual and statutory obligations that must be met (Missouri state sales tax, service and taxes on event items such as food, beverage, and AV, ticket processing fees, etc.) Will you join us?

CFP 52

CFP Taxes Sales Financial Advisor 52

Brown Advisory

MARCH 26, 2020

Tax Loss Harvesting: Upside To A Down Market ajackson Thu, 03/26/2020 - 14:08 The market's path forward is extremely uncertain right now, but there are still planning steps that investors can implement today to generate positive results down the line. TAX LOSS HARVESTING: WHAT IS IT? Assets should not be sold solely for tax reasons.

Taxes 52

Taxes Marketing Marketing Clients 52

Brown Advisory

MARCH 26, 2020

Tax Loss Harvesting: Upside To A Down Market. Tax loss harvesting (the process of realizing a loss on the sale of an asset, in order to mitigate taxes on subsequent capital gains) is one of those planning steps. TAX LOSS HARVESTING: WHAT IS IT? TAX LOSS HARVESTING: KEY TAKEAWAYS. TAX LOSS HARVESTING 101.

Taxes 52

Taxes Marketing Marketing Clients 52

The Big Picture

DECEMBER 6, 2022

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. And I think that the financial advisors are used, but not as widely used as they are in the U.S. You have the liquidity, the tax efficiency, the transparency.

Clients 150

Clients Investing Investments Management 150

FMG

AUGUST 17, 2022

Launching a website is always exciting as we see the fruits of a financial advisor’s hard work. 10 of the Best Advisor Websites. Unlike many financial advisor sites, Conversion isn’t scared to lean into the best that modern-day websites offer. Conversion Financial Services. Hines Wealth Management.

Wealth Management 59

Wealth Management Financial Advisor Financial Planning Planning 59

eMoney Advisor

MAY 16, 2023

Client testimonials, introductions to your team, and behind-the-scenes photos are all ways you can humanize your firm on Instagram. By interacting with your followers, you can start building a relationship that will turn your social media followers into prospects and clients. Instagram: Compelling visuals are key on Instagram.

Media 108

Media Marketing Marketing Numbers 108

Harness Wealth

MARCH 13, 2023

As a freelancer, small business owner, or solopreneur, staying informed about changes to the tax code that can impact your unique financial situation is critical. Its goals were to reduce tax rates for businesses and individuals, simplify the tax code, and stimulate economic growth.

Taxes 59

Taxes Tax Planning Planning Retirement 59

The Big Picture

NOVEMBER 15, 2022

So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. I mean, there were some advisor pickup, but you had to be kind of on the front edge of finance, or a quant, or running your own models, which in 2003, was not that common. It’s largely solved.

Management 266

Management Assets Portfolio Investing 266