We Don’t Just Talk about the Market – Communicating with Clients During Volatile Times
A Q&A with Shannon Larson, financial advisor at STF Wealth Management In this series, we explore the ways Dynamic-affiliate advisors communicate with their clients during these uncertain times. Now, more than ever, is the time to not only reassure your clients, but also to stay out in front of them. The importance of thoughtful, frequent communication— […]
We Don’t Just Talk About the Market – Communicating with Clients During Volatile Times
A Q&A Brian Bucell, CFP®, managing partner of Crestview Capital Management In this series, we explore the ways Dynamic-affiliate advisors communicate with their clients during these uncertain times. Now, more than ever, is the time to not only reassure your clients, but also to stay out in front of them. The importance of thoughtful, frequent […]
We Don’t Just Talk About the Market – Communicating with Clients During Volatile Times
A Q&A with Jennifer Valdes, CFP®, principal of Financial Designs Wealth As a wealth advisor, your client communications skills are constantly put to the test given the unpredictable nature of the market. Just as one news cycle affecting the markets winds down, another whips up like a cyclone…Failed banks, Big Tech layoffs, Fed interest rate […]
For Tax-Efficient Investment Management, Understand 3 Key Aspects of Client Profiles
By Marina Hernandez, CFP®, EA, Founder & CEO Swiss American Wealth Advisors Taxes are one of the biggest drags on investment returns. As the saying goes, “It’s not how much you make, it’s how much you keep,” that matters. If we ignore tax-efficient Investment management, no matter how well diversified and low cost our clients’ […]
From Trading Baseball Cards to Following Finance Dreams
Why I Became a Financial Advisor by Eric Braund, CFP®, CRPC® At age 14, I made my first investment. Like most kids, I spent my early teen years trading baseball cards and playing video games, but I also started reading The Wall Street Journal. I had been bit by the finance bug, and I found the […]
ESG: The ‘Moral Compass’ Across the Investing Landscape
By John Chichester, CPA, PFS, CFP®, AIF®, CEPA Chichester Financial Group LLC On May 14, 2022, John Chichester graduated with distinction from Franklin University Switzerland with a Master of Arts in Political Economy of Money and Development. His thesis was titled, “The Merits of ESG Investing: Is It More Than Just a Marketing Ploy?” Today, […]
5 Financial Planning Tips I Love
by Patrick Huey, CFP®, CAP®, ATP Owner and Principal Advisor, Victory Independent Planning America Saves Week is Feb. 21-25, and since I’m writing this with Valentine’s Day also in mind, here are some wealth management and financial planning tips I’m telling my clients that I love for 2022. 1) Get ‘recession ready’ Relax, that isn’t a prediction for the […]
Book Review: The Power of ‘The Psychology of Money’ for Me and My Clients
By Michelle Kaufman, CFA®, CPWA® Ever since I started my boutique wealth practice, Prioritas Financial Advisors, I’ve wanted to connect with great people to discuss big ideas. Most of my clients are high achieving women and couples who’ve had tremendous life experience. Through my monthly Prioritas Book Club, I’ve discovered a wealth of client stories waiting to be […]
Love & Money: ‘Showing up’ for New Couple Clients
By Rachel Sloan, CFP®, CRPC® I used to love the feeling of the first day of school. It was a blank sheet of paper in which a story would unfold over the next year. I also loved the feeling of wearing new clothes. We didn’t shop much back then, but somehow, we always had a […]
Why Does ESG Investing Matter? One Advisor’s Journey
By Jeffrey Haindl, CFA®, CFP® This year, ESG (Environmental, Social and Governance) strategies have outperformed traditional portfolios. This is partially attributed to the outperformance of technology and the underperformance of the commodities sector during the ongoing COVID-19 crisis. Within different business sectors, companies have emerged as ESG leaders for having made strides to better understand […]
