Investing

Kara Murphy, CFA | 10/26/2021

Markets in a Minute: Supply Chains

The pandemic has been blamed for disrupting the global supply chain and stoking inflationary pressures. But other issues have contributed to our supply chain woes. Read about the reasons for supply chain disruptions and where we go from here in the latest Markets in a Minute.

Mark Schoenbeck, CFP | 09/25/2020

The Power of Outsourcing

Outsourcing can mean different things to different people, both across industries and within them. In the latest episode of Kestra Out Loud, I spoke with Rico Casares, VP - Platinum Business Consultant at AssetMark, a turnkey asset management program (TAMP).

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.

Business Growth Performance — Media Coverage

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.

10/03/2019

7 Things to Know About Money Market Mutual Funds

Read insights from Kestra Financial-associated advisor Judy E. Brown of Berman McAleer about money market funds.

11/21/2019

8 Rules for Investing After Retirement

Read insights from Kestra Financial-associated advisor Jason Colin Patrick of Fiduciary Advisors on finding the right investments after retirement.

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.

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.

10/13/2020

Gay Money, Straight Advice

Kestra Financial-associated financial professional Jennifer Hatch, President of Christopher Street Financial, discusses how she's handling client relations, volatility and onboarding clients.

Business Growth Investment Management — Media Coverage

03/24/2020

How Advisors Can Help Retirement Clients Weather a Market Meltdown

Read insights from Taylor Hammons, Head of Retirement Plans at Kestra Financial, on helping retirement clients weather a market meltdown

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.

06/20/2019

How to Invest Your First $1,000

Read insights from Kestra Financial-associated advisor Susan Mitcheltree of Berman McAleer on investing for beginners.

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.

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.

10/09/2019

If You Want to Have Enough Money When You Retire You Need to Know This

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.

12/15/2019

Readers Offer Their Advice on Talking to Aging Parents About Estate Plans

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.

09/06/2019

7 Strategies to Reduce Portfolio Risk

Read insights from Kestra Financial-associated advisor David Bunin of Interlock Financial on what to do when rising risk triggers portfolio fears.

Education Practice Management — Media Coverage

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.

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.

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.

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.