Financial-Guidance | Kestra Newsroom Topic

John Amore | 01/22/2021

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.

Business Growth Performance — Media Coverage

05/15/2020

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.

Education Practice Management — Media Coverage

08/26/2019

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.

11/17/2020

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.

11/22/2019

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.

05/22/2019

7 Reasons Buy and Hold Investing Beats Trend Trading

Buy and hold outstrips trend trading for long-term investing.

10/18/2019

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.

Business Growth Investment Management — Media Coverage

10/02/2019

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.

03/01/2019

9 Strategies for Handling RMDs

There’s no time like the present to get up to speed on the RMD rules.

06/27/2019

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.

08/16/2019

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.

12/13/2021

A Conversation with Rob Bartenstein — CEO, Kestra Private Wealth Services – December 2021

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.

03/24/2020

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.

05/06/2020

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.

10/10/2021

Credit Cards vs. Debit Cards: Which Are Better for Young Adults?

Read insights from Kestra Financial-associated financial professional Kerry Jackson of Fish & Associates on whether using debit cards or credit cards is more beneficial.

Media Coverage

01/28/2020

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.

Media Coverage

04/22/2020

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.

08/23/2019

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.

12/24/2020

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.

Networking Speaker Conference — Media Coverage

02/12/2019

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.

Media Coverage

10/21/2020

'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.

05/27/2020

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.

04/08/2019

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.

03/01/2022

How Rising Interest Rates Affect Annuities

Read insights from Joan Alexandre, analyst at Kestra Financial, on how annuities will be impacted by interest rates.

01/31/2019

How to Achieve Financial Independence Without Retiring Early

ACHIEVING FINANCIAL freedom doesn't have to be a goal reserved for extreme personal finance obsessives.

07/27/2020

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.

03/19/2019

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.

10/25/2019

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.

Investment Management Performance — Media Coverage

02/28/2020

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.

03/23/2020

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.

02/28/2020

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.

01/14/2021

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.

03/27/2020

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.

07/28/2020

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.

06/14/2019

Required Minimum Distribution Mistakes to Avoid

Read insights from Kestra Financial-associated advisor Kelly Famiglietta of Charles Stephen on RMDs mistakes to avoid.

05/11/2019

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.

12/04/2019

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.

09/24/2019

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.

04/23/2019

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.

06/24/2020

The Best Podcasts for Financial Advisors

These highly recommended podcasts for financial advisors will help grow your practice and expertise.

03/22/2019

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.

03/07/2019

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.

03/18/2019

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.

04/07/2020

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.

11/12/2019

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.

07/08/2021

What Are Clients' Biggest Retirement Worries?

Taylor Hammons, Head of Retirement Plans at Kestra Financial, shares the biggest areas of concern retirement clients have had during the pandemic.

07/01/2021

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.

02/12/2019

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.

09/25/2018

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?

11/10/2020

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.

03/13/2020

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.

11/18/2020

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.

03/18/2020

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.

03/27/2020

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.

05/13/2020

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.

02/15/2021

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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