Archives September 2021

Weekend Reading for Financial Planners (Sept 18-19)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with an in-depth recap of this week’s proposed tax legislation, and how President Biden’s tax plan is changing as compromises are made to get it passed, including a reduction in the proposed top capital gains tax rate to ‘only’ …

#FA Success Ep 246: Finding The Right (Valuation) Formula To Give Everyone Buy-In For An Employee-Owned Advisory Firm, Jessica Hovis Smith

Welcome back to the 246th episode of the Financial Advisor Success Podcast!

My guest on today’s podcast is Jessica Hovis Smith. Jessica is the President of Longview Financial Advisors, an RIA with offices in Gadsden and Huntsville, Alabama that manages $194m for 199 clients.

What’s unique about Jessica, though, is that she oversaw a …

Weekend Reading for Financial Planners (Sept 11-12)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a look at the latest SEC initiative on the ‘gamification’ of investing (e.g., Robinhood) to the use of behavioral nudges (e.g., certain robo-advisors), with a new warning that it will be delving deeper into the “digital engagement practices” …

State Farm Auto Insurance Review

Key takeaways:

  • State Farm is the number one auto insurer in America
  • State Farm offers rideshare insurance, which can be added to a personal auto insurance policy, keeping their customers safe during work and pleasure.
  • State Farm offers programs like the Steer Clear driving course for drivers under the age of 25 as well as