In an episode of Kestra Out Loud, we sat down with Paul Ma, CFA, VP & Lead Portfolio Strategist of Fidelity Investments’ Portfolio Construction Guidance team, to discuss how to best position clients for this year and beyond.Load More
Jen Hollers, CFP® | 03/27/2023
Jen Hollers, Head of Financial Planning at Kestra Financial, shares ways for women to build financial confidence and reclaim financial independence.Load More
Read insights from Kestra Financial-associated advisor Eric Rosenberger of Synthesis Wealth Planning on why now is a good time to talk to your kids about money.Load More
You can't be everything to everyone, nor should you want to be if you've chosen a career as a personal financial advisor. In a world of over 7.5 billion people, standing out is not only an art form, it's essential – especially if you're self-employed.
Read insights from Kestra Financial-associated advisor Eric Reich of Reich Asset Management on how the rate of return can make or break your retirement predictions.Load More
Read insights from Kestra Financial-associated advisor Scott McCaskill of McCaskill Financial on the points retirees should consider before refinancing a mortgage.Load More
Read insights from Kestra Financial-associated advisor Karen Cunningham, President of the Oklahoma Financial Center, on introducing the idea of estate plans and inheritance with aging parents.Load More
The U.S. economy is growing faster than its long-term pace, unemployment is low, and wages are increasing. Yet, core inflation—which was 1.6% in March—hasn’t moved in a meaningful way.Load More
Most soon-to-be-married couples understand the importance of sharing their financial aspirations, fears, and shortcomings. If they don’t get around to talking money before the wedding, a first house, a new baby and other events early in a marriage tend to force the discussion.Load More
Read insights from Kestra Financial-associated advisor Kathy Fish of Fish and Associates on how to evaluate the pros and cons of having a joint bank account with your spouse.Load More
Despite Strong Economy, Two-Thirds of Adults Fear a Recession Could Come Next year, According to Invest In You Survey
Read insights from Kestra Financial-associated advisor Robert J. Phillips, a certified financial planner and president at Greater Midwest Financial Group, on taking active steps to strengthen finances ahead of a recessionLoad More
Read insights from Kestra Financial-associated advisor Garrett Taylor, managing partner and financial adviser at Coastline Wealth Management, on giving to charity and still fitting it into your budget.Load More
Read insights from Kestra Financial-associated advisor Garrett Taylor of Coastline Wealth Management on financial tasks to take care of while you're working from home.Load More
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