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.
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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.
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Read insights from Kestra Financial-associated financial professional David Bunin of Interlock Financial on ways to ensure your finances can withstand the pandemic.
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Read insights from Kestra Financial-associated advisor Jason Colin Patrick of Fiduciary Advisors on finding the right investments after retirement.
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Read insights from Michael Roberts, President of Arden Trust Company, on and how advisors can help their clients make the most of an inheritance.
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Kestra Financial-associated financial professional Jennifer Hatch, President of Christopher Street Financial, discusses how she's handling client relations, volatility and onboarding clients.
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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 Joan Alexandre, analyst at Kestra Financial, on how annuities will be impacted by interest rates.
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Read insights from Kestra Financial-associated financial professional Eric Rosenberger of Synthesis Wealth Management on choosing priorities when creating a family budget.
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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.
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Read insights from Kestra Financial-associated advisor Scott McCaskill of McCaskill Financial on the points retirees should consider before refinancing a mortgage.
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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.
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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.
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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.
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Read insights from Kestra Financial-associated advisor Steve Gallo of U.S. Financial Services on the best ways to bankroll your kids.
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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.
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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 recession
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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.
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Taylor Hammons, Head of Retirement Plans at Kestra Financial, shares the biggest areas of concern retirement clients have had during the pandemic.
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Read insights from Kestra Financial-associated advisor Kathy Fish of Fish and Associates about how couples may or may not want to combine finances.
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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.
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