Advisors Magazine

By Advisors Magazine

New York City
Blockchain Applications Move Beyond Finance
advisorsmagazine.com - Amy Armstrong
It is considered one of the greatest disruptors of technical record-keeping to date. Blockchain found its start ten years ago as the method by which …
San Francisco
From the football field to the Boardroom: Cameron Colvin Gets it Done
advisorsmagazine.com - Jude Scinta
Cameron Colvin’s accomplishments from youth into adulthood are impressive, and there’s no indication that his forward momentum is slowing down. So, …
Los Angeles
Liza Anderson PR Powerhouse: Moving The Needle
advisorsmagazine.com - Jude Scinta
Sometimes the less people say, the more we learn about them. Liza Anderson, founder of Los Angeles-based Anderson Group Public Relations is one of …
Investing
Staying Ahead of The Market
advisorsmagazine.com - Matthew D. Edward
Young investors often find themselves anchored to lackluster index funds that track the market – but never seem to get ahead of it. These investors …
Click here to support Giving Back organized by Erwin E Kantor
gofundme.com
Giving Back in the Five Boroughs of New York City Winter is near and it's getting cold outside. It's not just about the holiday spirit, we want to …
Financial Planning
Communication and Education are keys to a well balanced financial plan
advisorsmagazine.com - Advisors Staff
Have you heard the expression, “You cannot see the forest for the trees”? This describes the plight of many investors, as they focus on a singular …
Stock Markets
Stock Bond Market Corrections Are Beautiful Things ... If
advisorsmagazine.com - Steven Selengut
Over the past 40 years, there have been several major market corrections, and a significant number of (smaller) "opportunity" providers. After a ten …
Financial Services
The True Determinants of Financial Success
advisorsmagazine.com - David Gargaro
Too many investors and their financial advisors are just trying to make as much money as possible, defining their life’s success in dollars. But more …
Investing
Financial literacy helps investors make better decisions
advisorsmagazine.com - Matthew D. Edward
Some people step over a dollar in order to pick up a dime. Often, it happens because people fail to grasp the value of dollars or cents, and lack the …
Common Sense
Serving the "Mass-Affluent" with a Commonsense Approach to Sophisticated Investing
advisorsmagazine.com - Sandy John
The number of Americans with a net worth between $1 million and $5 million grew 6 percent last year, the most growth in a decade. Nearly 10 million …
Retirement Planning
Education is vital to Financial Literacy
advisorsmagazine.com - David Gargaro
Everyone has a different level of investment knowledge. However, even economists, CEOs, and others with a financial background need education, …
Financial Planning
Clarity When Life Changes Case studies show merit of sound financial planning
advisorsmagazine.com - Jude Scinta
We all face transitions in life. A job ends, a marriage begins, a child is born, a loved one passes. Some life-altering scenarios are planned, while …
Financial Planning
Customized Strategies for Different Generations and Life Phases
advisorsmagazine.com - Sandy John
Study after study shows that people’s attitudes towards money, investing, and financial planning differ by generation. So at R.A. Nuño Financial / …
Financial Planning
Financial planning is a family affair
advisorsmagazine.com - David Gargaro
Many people lament that schools do not teach students about finances, investing, or managing money. But what hits closer to home is that parents …
Financial Services
A Gateway to financial planning Tech tolls can open doors for new investors
advisorsmagazine.com - Matthew D. Edward
A recent financial industry trend has been to introduce technological tools designed to automate the wealth management process. These tools, called …
Financial Services
Behavioral Finance Approach Helps Advisor Calm Clients
advisorsmagazine.com - Sandy John
The field of behavioral finance, which applies psychological principals to how people behave with their money, is growing. The field attempts to …
Financial Planning
Woman to Woman: Breaking tradition in financial planning
advisorsmagazine.com - Sandy John
The number of women-owned businesses has more than doubled in the past two decades, according to the 2017 State of Women-Owned Business Report, …
Financial Planning
Investor Values Shape Wealth Plans for Financial Independence
advisorsmagazine.com - David Gargaro
Everyone—including financial-planning clients—wants good news when it comes to our investments. We all want to hear that the markets keep going up, …
Tips for Advisors, CPAs, and Estate Planning Attorneys
advisorsmagazine.com - Michael Adair, CFA, AIF
“How do I move up market? How do I attract and retain more high-net-worth clients?” These questions I commonly hear in conversations with financial …
The Current Hysteria/Opportunity in The Bond Market
advisorsmagazine.com - Steven Selengut
The specter of higher interest rates (in a booming economy and tight job market) has finally produced what Wall Street loves to refer to as a crisis …
5 Financial Steps to Take When You are Suddenly Forced to Retire Early
advisorsmagazine.com - Alana Downer
An unexpected retirement doesn’t necessarily have to be an unplanned retirement. If you’re facing retirement earlier than you had anticipated, you’re …
Comprehensive Planning for the Female Financial Perspective
advisorsmagazine.com - Amy Armstrong
She had just retired from a 38-year corporate career at age 55 and had taken a lump sum payout from her pension plan. She was combining it with the …
Kevin O’Leary Bullish on America
advisorsmagazine.com - Jude Scinta
"I've never seen the economy so good." What does serial investor and founder of O’Leary Financial Group, Kevin O’Leary, think of the current state of …
Startup Funding: Leveling the Playing Field
advisorsmagazine.com - Matthew D. Edward
Republic CEO Kendrick Nguyen on opportunity, diversity, and choice for companies and investors The average investor should be forgiven for reading …
Issue 83
advisorsmagazine.com - Advisors Staff
Issue 81
advisorsmagazine.com - Advisors Staff
Focus on People to Lead Them to Financial Independence
advisorsmagazine.com - Jane Meggitt
On March 15, 2018, the U.S. Fifth Circuit Court of Appeals voted down the effort of the states of New York, California, and Oregon, and the …
An Alternative Approach
advisorsmagazine.com - Matthew D. Edward
Many people approach retirement with uncertainty. Some fear their savings will run out too soon, others worry their retirement plan will fall apart …
Financial Nurturing for Any Client at Any Stage
advisorsmagazine.com - Amy Armstrong
You could say that Nancy Riedel follows in her father’s footsteps, even though he wasn’t a financial professional. After her mother was killed in an …