No Result
View All Result
SUBMIT YOUR ARTICLES
  • Login
Thursday, October 23, 2025
TheAdviserMagazine.com
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
No Result
View All Result
TheAdviserMagazine.com
No Result
View All Result
Home Financial Planning

Weekend Reading For Financial Planners (April 5–6)

by TheAdviserMagazine
7 months ago
in Financial Planning
Reading Time: 2 mins read
A A
Weekend Reading For Financial Planners (April 5–6)
Share on FacebookShare on TwitterShare on LInkedIn


Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that President Trump’s tariff announcement on Wednesday and the subsequent market decline have led many financial advisors to reassure clients that they are implementing their pre-determined plans for such circumstances. As they execute these plans, advisors appear to be taking different approaches depending on their investment philosophy and client base, with many preaching a ‘stay the course’ philosophy (perhaps highlighting that while equities are down, bonds have so far served their role as a portfolio ballast) and some finding potential tactical opportunities, from rebalancing client portfolios to identifying tax-loss harvesting opportunities.

Also in industry news this week:

Republicans in Congress appear to be eyeing an increase in the State And Local Tax (SALT) cap, possibly to $25,000 for an individual, amidst other potential changes as they look to pass sweeping tax legislation before key measures in the Tax Cuts and Jobs Act expire at the end of the year
Recent survey data sheds light on how advisors spend their time and view their value to clients, with plan preparation/presentation and investment management leading the way in both categories

From there, we have several articles on communicating with clients during market volatility:

How the messages advisors communicate to clients during market downturns can vary depending on whether a client is in the accumulation or drawdown phase
Methods for advisors to engage in one-to-many client communication during turbulent market periods, from regular email updates to video messages that allow clients to see and hear their advisor’s reaction
A step-by-step approach to handling calls from nervous clients during periods of market stress, including the potential value of leading with empathy and curiosity rather than hard data

We also have a number of articles on investment management:

How advisors can navigate private market investments with increasingly curious clients
While private credit ETFs potentially offer access to the asset class in a liquid and tax-efficient wrapper, an analysis highlights the difficulties of ensuring accurate pricing and liquidity of these funds given their relatively illiquid underlying assets
Steps advisors can take to evaluate whether different types of liquid alternative funds might be appropriate for client portfolios and the importance of fund selection when using them

We wrap up with three final articles, all about scams:

Potential action steps for advisors when they find out a scammer has set up an impostor profile of them online
How advisors can protect their parents (and clients) from increasingly sophisticated financial scams
How digging into the data can help advisors show clients that supposedly ‘hot’ investment strategies might not be as attractive as advertised

Enjoy the ‘light’ reading!

Read More…





Source link

Tags: AprilfinancialPlannersReadingWeekend
ShareTweetShare
Previous Post

Mach CEO on building defense tech company in your 20s

Next Post

EOS Holiday Skin Care Set only $2.39 shipped!

Related Posts

edit post
How advisors are using AI without explicit SEC guidance

How advisors are using AI without explicit SEC guidance

by TheAdviserMagazine
October 23, 2025
0

Advisors are often put off by new rules and regulations. But when it comes to generative AI and similar technologies,...

edit post
Chicken Fried Rice ( Family Dinner Idea)

Chicken Fried Rice ($10 Family Dinner Idea)

by TheAdviserMagazine
October 23, 2025
0

Craving takeout but want something healthier and more budget-friendly? This easy homemade chicken fried rice recipe brings all the flavor...

edit post
Charitable giving strategies for the 2025 tax year

Charitable giving strategies for the 2025 tax year

by TheAdviserMagazine
October 23, 2025
0

This year my family outgrew our Boston condominium and I became a renter for the first time in a decade....

edit post
Shutdown hits breakaway advisors starting RIAs

Shutdown hits breakaway advisors starting RIAs

by TheAdviserMagazine
October 22, 2025
0

With the federal government shutdown moving into its fourth week, compliance experts and industry lawyers say it's derailing breakaway advisors'...

edit post
The 10 best and worst health care funds of the past year

The 10 best and worst health care funds of the past year

by TheAdviserMagazine
October 22, 2025
0

Recent headlines surrounding the health care sector have been dire.Over 100 rural hospitals have closed over the past decade, and...

edit post
*HOT* Sorel Women’s Boots as low as .97, plus more!

*HOT* Sorel Women’s Boots as low as $47.97, plus more!

by TheAdviserMagazine
October 22, 2025
0

Love Sorel boots and shoes? Check out these rare discounts at Nordstrom Rack! Nordstrom Rack is having a huge sale...

Next Post
edit post
EOS Holiday Skin Care Set only .39 shipped!

EOS Holiday Skin Care Set only $2.39 shipped!

edit post
A guide for tax professionals

A guide for tax professionals

  • Trending
  • Comments
  • Latest
edit post
77-year-old popular furniture retailer closes store locations

77-year-old popular furniture retailer closes store locations

October 18, 2025
edit post
Pennsylvania House of Representatives Rejects Update to Child Custody Laws

Pennsylvania House of Representatives Rejects Update to Child Custody Laws

October 7, 2025
edit post
What to Do When a Loved One Dies in North Carolina

What to Do When a Loved One Dies in North Carolina

October 8, 2025
edit post
Probate vs. Non-Probate Assets: What’s the Difference?

Probate vs. Non-Probate Assets: What’s the Difference?

October 17, 2025
edit post
California Attorney Pleads Guilty For Role In 2M Ponzi Scheme

California Attorney Pleads Guilty For Role In $912M Ponzi Scheme

October 15, 2025
edit post
Baby Boomers Are Flocking to This Florida Town — but Not for the Weather

Baby Boomers Are Flocking to This Florida Town — but Not for the Weather

October 9, 2025
edit post
From Hedge to Test Case: Gold’s Volatility and the Limits of Safety

From Hedge to Test Case: Gold’s Volatility and the Limits of Safety

0
edit post
The Myth of Planned Obsolescence

The Myth of Planned Obsolescence

0
edit post
Kraken Posts Record Revenue in Q3 Amid Expansion, IPO Buzz

Kraken Posts Record Revenue in Q3 Amid Expansion, IPO Buzz

0
edit post
China gains foothold in Gaza Strip

China gains foothold in Gaza Strip

0
edit post
Stock news for investors: Iamgold expands, Teck advances merger talks, and Wealthsimple hits 0B milestone

Stock news for investors: Iamgold expands, Teck advances merger talks, and Wealthsimple hits $100B milestone

0
edit post
Chicken Fried Rice ( Family Dinner Idea)

Chicken Fried Rice ($10 Family Dinner Idea)

0
edit post
How advisors are using AI without explicit SEC guidance

How advisors are using AI without explicit SEC guidance

October 23, 2025
edit post
Kraken Posts Record Revenue in Q3 Amid Expansion, IPO Buzz

Kraken Posts Record Revenue in Q3 Amid Expansion, IPO Buzz

October 23, 2025
edit post
How Some Retirees Are Finding Happiness Again After Age 60

How Some Retirees Are Finding Happiness Again After Age 60

October 23, 2025
edit post
Chicken Fried Rice ( Family Dinner Idea)

Chicken Fried Rice ($10 Family Dinner Idea)

October 23, 2025
edit post
Tesla’s weak earnings show how the ‘Musk Magic’ Premium is inflating its share price

Tesla’s weak earnings show how the ‘Musk Magic’ Premium is inflating its share price

October 23, 2025
edit post
‘Cash, precious metals, crypto’ is new norm for peak stock market risk

‘Cash, precious metals, crypto’ is new norm for peak stock market risk

October 23, 2025
The Adviser Magazine

The first and only national digital and print magazine that connects individuals, families, and businesses to Fee-Only financial advisers, accountants, attorneys and college guidance counselors.

CATEGORIES

  • 401k Plans
  • Business
  • College
  • Cryptocurrency
  • Economy
  • Estate Plans
  • Financial Planning
  • Investing
  • IRS & Taxes
  • Legal
  • Market Analysis
  • Markets
  • Medicare
  • Money
  • Personal Finance
  • Social Security
  • Startups
  • Stock Market
  • Trading

LATEST UPDATES

  • How advisors are using AI without explicit SEC guidance
  • Kraken Posts Record Revenue in Q3 Amid Expansion, IPO Buzz
  • How Some Retirees Are Finding Happiness Again After Age 60
  • Our Great Privacy Policy
  • Terms of Use, Legal Notices & Disclosures
  • Contact us
  • About Us

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.

Welcome Back!

Login to your account below

Forgotten Password?

Retrieve your password

Please enter your username or email address to reset your password.

Log In
No Result
View All Result
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.