7 Reasons Buy and Hold Investing Beats Trend Trading
Buy and hold outstrips trend trading for long-term investing.
Read More
Financial Guidance
9 Strategies for Handling RMDs
There’s no time like the present to get up to speed on the RMD rules.
Read More
9 Ways Financial Advisors Prepare Investors for Recession
Read insights from Kestra Financial's National Sales Director, Mark Schoenbeck, about how financial advisors can prepare investors for a recession.
Read More
Firm Makes its Mark in Serving the LGBT Community
Jen Hatch, who honed her financial skills on Wall Street, working at JP Morgan and Bear Stearns, took hold of Christopher Street Financial in 1997, after the death of owner and founder Robert Casaletto to HIV.
Read More
How Financial Advisors Can Choose Their Niche
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.
How to Achieve Financial Independence Without Retiring Early
ACHIEVING FINANCIAL freedom doesn't have to be a goal reserved for extreme personal finance obsessives.
Read More
How to Deal With a Market Dip if You're About to Retire
Making some smart moves now can protect your nest egg—and your retirement plans.
Read More
Required Minimum Distribution Mistakes to Avoid
Read insights from Kestra Financial-associated advisor Kelly Famiglietta of Charles Stephen on RMDs mistakes to avoid.
Read More
Retirees Face Higher Costs That Lurk While Inflation is Low
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.
Read More
The 60/40 Portfolio is Dead for Retirement Planning
Read insights from Kestra Financial-associated advisor J. Timothy Corle of Tycor Benefit Administrators on the 60/40 portfolio.
Read More
The Best Way to Bankroll Your Kids
Read insights from Kestra Financial-associated advisor Steve Gallo of U.S. Financial Services on the best ways to bankroll your kids.
Read More
The Case For (and Against) Spouses Having Joint Checking Accounts
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.
Read More
The Financial Challenges of Women in Transition
Read insights from Kestra Financial-associated advisor Sonya Ranker of Questmont Strategic Wealth Advisors on women in transition.
Read More
What Does a Financial Advisor Do? Advisors Share Their Day-to-Day
Read insights from Kestra Financial-associated advisor Sonya Ranker of Questmont Strategic Wealth Advisors on what a typical day of an advisor is like.
Read More
What Every Company 401k Plan Fiduciary Needs to Know about MEPs
As we inch closer to a reality of a universal 401k MEP, companies are no doubt interested in knowing more about them. What are they? How might they benefit employers and employees? What are some important questions to ask about them? What are some common misconceptions about them?
Read More
