While 2020 was the year that the pandemic disrupted everything, 2021 seems to have been the year where we all collectively tried to adapt to a more virtual working world and return to some semblance of normal. Which, in the financial advisor world, that benefitted from the dual tailwinds of rising markets and increased demand …
Buying a home is one of the biggest financial moves most people make. But it’s even bigger if you’re looking to buy your first home. After all, it’s a completely new experience.
If that describes you, don’t panic! Knowing how to buy your first home is just a matter of understanding all the steps and …
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the SEC is considering updating several of its regulations regarding cybersecurity to address modern threats and vulnerabilities, which for SEC-registered investment advisors, could lead to increased preparedness and reporting requirements (though it remains to be …
When financial advisors are faced with the decision to relocate their firm to another state, there is often an immediate tendency for the advisor to worry about losing clients who signed on with the expectation of being able to meet with the advisor in person throughout the engagement. But in today’s environment, with the availability …
For nearly 30 years, the so-called ‘4% rule’ has been a starting point for retirement planning conversations between financial planners and their clients. But as equity valuations such as the Shiller CAPE ratio have ratcheted up to nearly all-time highs in recent years, with bond yields simultaneously reaching all-time lows (suggesting below-average future returns in …
The Roth IRA is a popular retirement account, and it’s incredibly easy to see why. Yes, you have to invest in this account with after-tax dollars, but your money grows tax-free and you don’t have to pay income taxes later on.
In case you missed that: TAX-FREE MONEY!!
You can also open a Roth IRA…
Welcome back to the 265th episode of the Financial Advisor Success Podcast!
My guest on today’s podcast is Amy Castoro. Amy is the president and CEO of The Williams Group, a coaching and consulting firm based out of San Clemente, California, that helps financial advisors engage with more than 800 high-net-worth families to develop …
In recent years, the evolution in digital marketing for financial advisors has transformed advisor websites from a static, online version of the advisor’s sales brochure into a crucial part of the marketing funnel and a place where many visitors actually decide whether or not to become clients (or at least to contact the advisor about …
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that subscription-based advisory firm Facet Wealth has raised $100 million from venture capital firms in a Series C funding round. At a time when private equity firms are buying up AUM-based RIAs for their current income …