Month: November 2023

[ad_1] CONCORD, NH — One of the two candidates running for the Concord city council in Ward 6 appeared in the Concord TV studios to discuss why he is running. Jay Belyea, a financial advisor for more than two decades and a lifelong resident of New Hampshire, talks about why he decided to run for… Continue reading Financial Advisory Seeks Ward 6 Concord City Council Seat: Watch

[ad_1] More investors are turning to the internet for their financial tips, which is fine as long as they also run those tips past their financial advisor before taking action, according to Jim Beam of TD Wealth. Having more information, which can be gathered from a number of sources, is not necessarily a… Continue reading More Investors Acting On Social Media Financial Tips, TD Wealth Says

[ad_1] [Is the bear back or are we entering a protracted, low-return market environment? Either way, active portfolio management can still potentially deliver superior returns even in difficult market cycles by “acknowledging and respecting price trends and profiting from the broad performance dispersion across stocks.” This statement and a further call on our… Continue reading AI Risk Management Tool For Calling Stock And Market Trends

[ad_1] By Alessandra Malito People pay ‘junk fees’ when the trusted advice they are looking for comes with hidden costs, President Biden says The potential return of the fiduciary rule, which would require more stringent regulation of financial advisers, received a mixed reception Tuesday, with many in the financial-services industry objecting to what they see… Continue reading Biden wants to end junk fees in retirement planning. Here’s what critics of his fiduciary rule are saying.

[ad_1] Annuities might be the Rodney Dangerfield of financial products. No respect! Yet even advisors who want to use them are often stymied by a mountain of frustrations. Here are a few of the biggest problems—and some sage advice about how to overcome the worst hurdles. Marketing One common complaint is how… Continue reading Getting Over The Annuity Hurdles

[ad_1] Most people turn to credit cards when they’re cash-strapped, but financial advisers say they should be a last resort and that consumers should consider other options first.  Credit card debt reached a record $1.03 trillion in the three months ended in June, according to the New York Federal Reserve, and the average interest rate paid by those… Continue reading Credit card debt can run up a hefty tab. Here are some cheaper options

[ad_1] Financial planners have seen it all while working with clients-from financial ruin to financial freedom. Over the years, they’ve learned what separates millionaires from those who struggle to get their monetary footing. Eight of them shared the insights they’ve picked up from clients in the seven-figure club that they now use to help others… Continue reading 13 Lessons From Millionaires That Financial Planners Use To Help Others Get Rich

[ad_1] Whether you’re a quickly growing advisory firm, leading a small team, or working as a solo practitioner, branding matters. It conveys your firm’s DNA, establishes credibility and bubbles up your differences from competitors. A strong brand creates an emotional connection that validates the choice your clients made to work with you and gives prospects… Continue reading Address these 11 questions to improve your brand as a financial advisor

[ad_1] Jason Underwood | Building your financial playbook | Guest …  wenatcheeworld.com [ad_2] Source link