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 advisor Jeff Cashman of Cashman Consulting about deciding if becoming a financial advisor is right for you.
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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 Mitchell Walk, president and founder of Retirement Wealth Specialists, on why dividend reinvestment is one way to grow a portfolio.
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Buy and hold outstrips trend trading for long-term investing.
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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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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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There’s no time like the present to get up to speed on the RMD rules.
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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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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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Rob Bartenstein, CEO of Kestra Private Wealth Services spoke with AdvisorHub's CEO about how 2021 was a surprisingly good year for firms, Covid implications on real estate, navigating the new regulation waters, and having an optimistic view of the future.
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Read insights from James Poer, President and CEO of Kestra Financial, on book recommendations to read amid the coronavirus crisis.
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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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Read insights from Kestra Financial-associated financial professional Kerry Jackson of Fish & Associates on whether using debit cards or credit cards is more beneficial.
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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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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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Read insights from Kestra Financial-affiliated advisor Paul Auslander of ProVise Management Group on the services they provide for clients.
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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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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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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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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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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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ACHIEVING FINANCIAL freedom doesn't have to be a goal reserved for extreme personal finance obsessives.
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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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Making some smart moves now can protect your nest egg—and your retirement plans.
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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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Read insights from Kestra Financial-associated advisor Jason Colin Patrick of Fiduciary Advisors on protecting retirement savings during Coronavirus fears.
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Read insights from Kestra Financial-associated advisor Brandon Hayes of oXYgen Financial on protecting retirement savings during the coronavirus scare.
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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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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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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 financial professional Nathan Imboden of Questmont Strategic Wealth Advisors on the ways that private wealth management differs from financial planning.
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Read insights from Kestra Financial-associated advisor Kelly Famiglietta of Charles Stephen on RMDs mistakes to avoid.
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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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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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Read insights from Kestra Financial-associated advisor Scott Cohen of CD Wealth Management on how to diversify your portfolio.
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Read insights from Kestra Financial-associated advisor J. Timothy Corle of Tycor Benefit Administrators on the 60/40 portfolio.
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These highly recommended podcasts for financial advisors will help grow your practice and expertise.
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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 Sonya Ranker of Questmont Strategic Wealth Advisors on women in transition.
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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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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 financial professional Sonya Ranker of Questmont Strategic Wealth Advisors on the day-to-day role of a financial professional.
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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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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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Read insights from Kestra Financial-associated financial professional Ted Snow of Snow Financial Group on why going after value isn't enough.
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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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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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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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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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 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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