Financial professionals will often recommend products and services that reflect the current circumstances of their clients. But they also need to recommend products and services that reflect their future circumstances. A very real worry in the financial planning world for investors and their advisers alike is the possibility of outliving their assets and possessing more liabilities and expenses in retirement.
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Plan Along With Planning Needs To Minimize Retirement Liabilities
[fa icon="calendar'] Jun 16, 2016 10:55:13 AM / by 4Thought Financial
Financial News ,Personal Investing ,Financial Professionals ,Investment Strategy ,Financial Planning ,Pro Tips
Why Use Exchange Traded Funds in Portfolio Management
[fa icon="calendar'] Jun 14, 2016 5:58:03 PM / by Jesse Mackey
Why is this Topic Important to Wealth Managers? This blogticle represents a special series regarding advanced investing with ETFs. Recently there has been much discussion in the marketplace on the use of these tools and thus we present this topic for wealth managers who may consider these investment vehicles for their clients.
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Making Difficult Conversations Easier
[fa icon="calendar'] May 11, 2016 11:00:00 AM / by 4Thought Financial
The subject of what to do with assets after retirement or death is an understandably difficult topic to address. Upset family members, lost documents and the absence of the grantor after death are among some of the difficulties that tax professionals face. But the ultimate difficulty lies in having the conversation in the first place.
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The Full-Time Endeavor of Managing & Researching Investments
[fa icon="calendar'] Apr 6, 2016 11:00:00 AM / by 4Thought Financial
Financial institutions employ numerous full-time analysts who perform research and analysis on investments. It is impossible for a financial professional to commit to research and their other responsibilities in order to effectively serve their clients and keep up with the ever-changing developments in the investment world.
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Unique Goals, Unique Strategies
[fa icon="calendar'] Mar 23, 2016 11:00:00 AM / by 4Thought Financial
Clients want to utilize their wealth to meet unique goals that they have. Charitable gifting, leaving assets to family members or even having enough for one last hurrah with friends requires a unique investment strategy for unique goals.
Financial News ,Financial Professionals ,Investment Strategy
Versatile ETFs are Utilized in Many Portfolio Management Methodologies
[fa icon="calendar'] Oct 7, 2015 11:00:00 AM / by Jesse Mackey
Why is this Topic Important to Wealth Managers? This blogticle represents part two a special series regarding advanced investing with ETFs. Recently there has been much discussion in the marketplace on the use of these tools and thus we present this topic for wealth managers who may consider these investment vehicles for their clients.
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Grow Assets by Retaining Them: Part I
[fa icon="calendar'] Sep 9, 2015 11:00:00 AM / by Jesse Mackey
The saying goes that “the best way to gain money is to avoid losing it.” It is also said that “nothing is certain in life except death and taxes.” If there is truth to either of the above kernels of wisdom, a logical conclusion is that the most assured way to avoid losing money is to minimize, defer, and eliminate taxation to the greatest extent possible. This article begins a 3- part article series that will briefly outline some of the most common and effective means of limiting the over-taxation of the individual investor’s portfolio. The techniques described here will be most beneficially applied if diligently overseen and executed through a competent financial planner and portfolio manager.
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Grow Assets by Retaining Them: Part III
[fa icon="calendar'] Aug 12, 2015 10:30:00 AM / by Jesse Mackey
Today’s blogticle concludes our 3 part series on tax efficient investment opportunities. Please see the two previous days coverage for the full story.
Financial News ,Financial Professionals ,Investment Strategy ,Compass and Crosshairs
Grow Assets by Retaining Them: Part II
[fa icon="calendar'] Jul 8, 2015 11:00:00 AM / by Jesse Mackey
This article represents part 2 of 3 in this series. Please see yesterday’s post as well as tomorrow’s for the full article.
Financial News ,Financial Professionals ,Investment Strategy ,Compass and Crosshairs
Mind of the Swarm: Subjective Rationalism
[fa icon="calendar'] May 20, 2015 11:00:00 AM / by Jesse Mackey
If you are a professional in the investment management or economics fields, your entire system of decision making and the basis of everything you do in your workday may be wrong. While the following discussion may seem purely academic, it could actually have far-reaching practical implications for your personal and professional livelihood.
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