10 Reasons Why Talking to Kids About Money is More Important Than Ever
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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Financial Guidance
11 Things to Know Before Becoming a Financial Advisor
Read insights from Kestra Financial-associated advisor Jeff Cashman of Cashman Consulting about deciding if becoming a financial advisor is right for you.
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12 COVID-Proof Money Tips from Financial Planners
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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3 Things the Wealthy Should Know About the Tax Proposals that Could Cost Them Millions
Michael Roberts, President of Arden Trust Company, outlines what you should know about changes in estate tax.
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4 Rules for Successful DRIP Investing
Read insights from Kestra Financial-associated advisor Mitchell Walk, president and founder of Retirement Wealth Specialists, on why dividend reinvestment is one way to grow a portfolio.
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7 Reasons Buy and Hold Investing Beats Trend Trading
Buy and hold outstrips trend trading for long-term investing.
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7 Reasons to Use a Roth IRA for Early Retirement
Read insights from Kestra Financial-associated advisor Matthew DeFelice of U.S. Financial Services on how Roth strategies can make retiring early possible.
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7 Secrets of Highly Successful Investors
Read insights from Kestra Financial-associated advisor Ray Ferrara of ProVise Management Group on how investors may prosper in a volatile market by focusing on fundamentals.
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9 Strategies for Handling RMDs
There’s no time like the present to get up to speed on the RMD rules.
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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.
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Advisors Share Pros and Cons of Outsourcing Investment Management
Read insights from Kestra Financial-associated advisor Michelle Bender of Potomac Financial Consultants on the pro and cons of outsourcing investment management.
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Business Books Advisors are Turning to Amid the Coronavirus Crisis
Read insights from James Poer, President and CEO of Kestra Financial, on book recommendations to read amid the coronavirus crisis.
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Coronavirus Forcing Early Retirement? Here are Your Options
Read insights from Taylor Hammons, Head of Retirement Plans at Kestra Financial, on what those forced into early retirement should do next.
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Estate Plan Essentials
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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FAs Rethink Contingency, Emergency Succession Plans Amid Pandemic
Read insights from Stuart Silverman, president of Kestra Financial's Bluespring Wealth Business, on why advisors should have contingency or succession plans in place.
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Financial Advisers Now Help With College Plans, Family Counseling, Cremains
Read insights from Kestra Financial-affiliated advisor Paul Auslander of ProVise Management Group on the services they provide for clients.
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Financial Wellness is Winning 401(k) Plan Business
Read insights from Taylor Hammons, head of retirement plans at Kestra Financial, on how financial wellness services help win 401(k) business.
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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.
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'Black Panther’ Star Chadwick Boseman Died Without a Will. Here’s Why You Should Have an Estate Plan
Michael Roberts, president of Arden Trust, explains the importance of having a will, and what happens to your estate if you do no have one.
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How Advisors Can Get Their Own Financial House in Order
Read insights from Kestra Financial executive vice president of advisor engagement Mark Schoenbeck on why it's important for financial professionals to focus on their own individual situations.
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How Certain Trusts Soften the Blow of Estate Tax Increases
Michael Roberts, President of Arden Trust Company, discusses which trusts can provide flexibility in planning.
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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.
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How to Create and Maintain a Family Budget
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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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.
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How to Invest for a Long Retirement
Read insights from Kestra Financial-associated advisor Michelle Merkel, president and founder of Merkel Financial Services, on how living longer challenges traditional strategies for retirement planning.
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How to Protect Retirement Savings as Stocks Plunge on Coronavirus Fears
Read insights from Kestra Financial-associated advisor Jason Colin Patrick of Fiduciary Advisors on protecting retirement savings during Coronavirus fears.
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How to Protect Your Retirement Savings During the Coronavirus Scare
Read insights from Kestra Financial-associated advisor Brandon Hayes of oXYgen Financial on protecting retirement savings during the coronavirus scare.
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How to Steer Your 401(k) Through the Coronavirus Stock Sell-off
Read insights from Kestra Financial-associated advisor Ted Jenkin of Oxygen Financial on making decisions during the coronavirus stock sell-off.
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MBA or CFA: Which is Best for Financial Advisors?
Read insights from Kestra Financial-associated financial professional Aaron Leaman of Signature Financial Planning on the differences between getting your CFA and MBA.
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Now is a Good Time for Retirees to Refinance. Here are Some Points to Ponder.
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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Private Wealth Manager vs. Financial Planner: What's the Difference?
Read insights from Kestra Financial-associated financial professional Nathan Imboden of Questmont Strategic Wealth Advisors on the ways that private wealth management differs from financial planning.
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Required Minimum Distribution Mistakes to Avoid
Read insights from Kestra Financial-associated advisor Kelly Famiglietta of Charles Stephen on RMDs mistakes to avoid.
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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.
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RIA Owners Need to Sell and Take the Cash Before It’s Too Late
Read insights from Stuart Silverman, President of Bluespring Wealth Partners, on why it is important to know when to sell RIAs.
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6 Ways to Diversify Your Portfolio
Read insights from Kestra Financial-associated advisor Scott Cohen of CD Wealth Management on how to diversify your portfolio.
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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.
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The Best Podcasts for Financial Advisors
These highly recommended podcasts for financial advisors will help grow your practice and expertise.
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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.
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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.
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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.
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The Number 1 Personal Finance lesson to Take Away From the Coronavirus
Read insights from Kestra Financial-associated advisor Ted Jenkin of oXYGen Financial on how to handle finances during the Coronavirus crisis.
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Want to Give to Charity But on a Budget? Here’s What To Do
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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What Does a Financial Advisor Do?
Read insights from Kestra Financial-associated financial professional Sonya Ranker of Questmont Strategic Wealth Advisors on the day-to-day role of a financial professional.
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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.
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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?
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Why Value Investors Need to Be Quality Investors Too
Read insights from Kestra Financial-associated financial professional Ted Snow of Snow Financial Group on why going after value isn't enough.
Working from home? It’s a Great Time to Complete These 6 Financial Tasks You’ve Been Putting Off
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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Episode 12: Portfolio Construction Advice
Paul Ma, Vice President and Lead Portfolio Strategist at Fidelity, breaks down the balance of managing assets and holistic financial planning in our latest episode of Kestra Out Loud.
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Episode 4: The Life Score System with Dr. John Rhodes
In our latest podcast episode, we sit down with Dr. John Rhodes, Vice President of Practice Management at CNL Capital Markets Corp., to discuss how to strike this balance and what you can take away from the LifeScore system.
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Episode 5: Nerd Alert Edition – How do CLOs Work in Today’s Market?
Join us for our first Nerd Alert segment on the Kestra Out Loud podcast where we discuss CLOs and how we're helping our financial professionals assess risk in client portfolios.
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Episode 6: A Life First Approach to Finance
What goes together better than markets and magic? In this podcast episode, Theron Schaub, magician and VP of Strategic Relations at Buckingham Strategic Partners, spoke with our own Maria Bethel and Austin Moon about market education and magic.
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Peer Perspectives: Portfolio Construction - Model Management
Peer Perspectives is just one-way Kestra Financial firms come together to share ideas, challenges, and opportunities with each other. Through the power of online video conferencing, Peer Perspectives brings together small groups of advisors to discuss specific topics most relevant to their businesses, their clients, and the industry.
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3 Steps to Being a Better Money Manager
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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3 Ways to Help Alleviate Emotional Decision-Making
In our latest Kestra Out Loud podcast episode, Theron Schaub, professional magician and Vice President of Strategic Relations for Buckingham Strategic Partners, joined us to demonstrate sound investment principles using some magic tricks.
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