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Financial News ,Financial Professionals ,Investment Strategy ,Financial Planning ,Pro Tips

Plan Along With Planning Needs To Minimize Retirement Liabilities

Financial advisors must take their clients' circumstances into account when constructing a financial plan. They must also be responsive to any life changes.

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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Financial News ,Personal Investing ,Financial Professionals ,Investment Strategy ,Financial Planning ,Pro Tips

Why Use Exchange Traded Funds in Portfolio Management

Exchange traded funds provide an easy, low-cost way to improve diversification and other aspects of the investment management process.

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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Financial News ,Financial Professionals ,Investment Strategy ,Financial Planning ,Pro Tips

Making Difficult Conversations Easier

An effective estate plan depends on effective conversations with clients. CPAs can recommend investment strategies that simplify the estate planning process.

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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Financial News ,Financial Professionals ,Investment Strategy ,Pro Tips

The Full-Time Endeavor of Managing & Researching Investments

Investment research is a time-consuming process. Financial professionals should consider investments with a strong methodology to save time and reduce risk.

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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Financial News ,Financial Professionals ,Financial Planning ,Pro Tips

Unique Goals, Unique Strategies

Financial advisors need to craft a unique investment strategy for each of their client's future goals. This plan must also enhance what assets pass on to heirs.

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.

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Financial News ,Financial Professionals ,Investment Strategy

Versatile ETFs are Utilized in Many Portfolio Management Methodologies

Exchange traded funds are a flexible tool that can be used not just in strategic asset allocation, but in a variety of alternative investment methodologies, which partially explains their continuing rise in popularity.

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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Financial News ,Financial Professionals ,Investment Strategy ,Pro Tips

Grow Assets by Retaining Them: Part I

One simple yet effective way of enabling the growth of investment assets is by minimizing tax liabilities.

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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Financial News ,Financial Professionals ,Investment Strategy ,Compass and Crosshairs

Grow Assets by Retaining Them: Part III

Tax mitigation and asset allocation is more than investment selection. Some of the strategies shown here can help put a tax mitigation plan in place for you.

Today’s blogticle concludes our 3 part series on tax efficient investment opportunities. Please see the two previous days coverage for the full story.

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Financial News ,Financial Professionals ,Investment Strategy ,Compass and Crosshairs

Grow Assets by Retaining Them: Part II

Tax mitigation and asset diversification work in conjunction with one another. Here are some more investment vehicles that help fulfill both goals.

This article represents part 2 of 3 in this series. Please see yesterday’s post as well as tomorrow’s for the full article.

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Financial News ,Financial Professionals ,Investment Strategy ,Compass and Crosshairs

Mind of the Swarm: Subjective Rationalism

Are the markets rational or irrational? Neither. Look to nature for guidance.

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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