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Michael Kitces on Everything Advisors Need to Know About Growth

Michael Kitces on Everything Advisors Need to Know About Growth
wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.

JUST PLAIN TALK: Take investing advice from Guy Clark

JUST PLAIN TALK: Take investing advice from Guy Clark Buz Livingston Only two things that money can t buy, that s true love and homegrown tomatoes. Country music DJs played just a handful of Guy Clark singles, at least the ones he released, but Homegrown Tomatoes was one they spun. Occasionally store-bought produce beats stuff from the garden, but never tomatoes. The two things money can t buy should be incorporated into the Certified Financial Planner exam. Do it yourself (DIY) gardening has benefits beyond the harvest; it s the only yard work I enjoy. Doing things yourself can save money, but occasionally, a DIY novice can turn a home improvement project into a disaster. Likewise, some DIY investors recently said, Hold My Beer. A California accountant shared a story about a client who sent him a 1099B 500 pages long. The client frantically traded on Robinhood and didn t realize his activity generated a massive tax document. In addition to an unexpected tax liability,

Michael Kitces on Everything Advisors Need to Know About Growth

Michael Kitces on Everything Advisors Need to Know About Growth
wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.

Retirement expert reveals the two biggest mistakes people make

Investors Demand Top Notch Tech, Former CEO Joins Invest us

Investors Demand Top Notch Tech, Former CEO Joins Invent.us Over the past few days, firms have been adding strategic partners to their stables, tying up connections between tech and practices, even as investors hold advisors with good tech in high regard. Technology lives at the center of many advisors’ practices and now those advisors are seeing investor accolades for their efforts. A recent survey underscores how important the right tech is for advisors, while Buckingham Strategic Wealth tightens its ties with a wealthtech firm and a well-known name in technology adds a former CEO of a major broker/dealer to its ranks.

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