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Articles by Erinn Ford
Ukraine-Russia Market Shocks And Time For Tough Love
Recent market shocks driven by the Ukraine-Russia conflict are just the latest development over a long stretch of disruption and uncertainty for investors. Recently, a veteran financial advisor mentioned to us that she was noticing an unusual trend: Clients who felt they were on strong financial footing each time the markets reached fresh highs also thought the broader economy was performing poorly—they were seeing the glass as half empty and half full at the same time.
How to Handle Inherited Investments
Receiving an inheritance can be a double-edged sword. On the one hand, it's overwhelming, thanks to the intense emotions associated with losing a loved one combined with the confusion about what to do with the newly acquired assets. On the other, an inheritance can re-invigorate your finances and create new opportunities for you and your family. Most inherited assets are unmanaged.
How to Handle Inherited Investments
Receiving an inheritance can be a double-edged sword. On the one hand, it's overwhelming, thanks to the intense emotions associated with losing a loved one combined with the confusion about what to do with the newly acquired assets. On the other, an inheritance can re-invigorate your finances and create new opportunities for you and your family. Most inherited assets are unmanaged.
4 Things About Investing in a Family Business
Running a family business and working with relatives can bring great joy. But it also comes with its fair share of complications. Whether you are thinking of starting a family business or investing in one, the key is to put in place decision-making processes that both maximize profits and preserve strong personal bonds. Here are four important things to consider: Hiring. Compensation. Retirement.
How Firms Can Cultivate Age Diversity
Softulka/iStock/Getty Images Plus Firms must strike a balance between appealing to a younger generation of advisors and maintaining a level of support that allows everyone on their platforms to thrive. Jul 31, 2019 By Erinn Ford With each passing day, it’s becoming more important for independent RIAs and investment advisory and brokerage firms to have a healthy mix of youth and experience among their advisors.
4 Steps to Finding a New Advisory Firm
(Photo: Shutterstock) Just as every wealth management firm has its own unique set of attributes and work environment, every advisor has his or her own criteria for what makes an ideal destination. Therefore, independent advisors looking to change firms should make every effort to find a broker-dealer and/or RIA that fits that criteria. But how? If this were as simple as reading a brochure, advisors would not spend so much time agonizing over the choice.
3 Investing Tips for Recent Widows
It has become much more common in recent years for married women to play equal and active roles with their spouses when making investment and other financial decisions. Yet there are still many wives who spend decades letting their spouses look after the family's finances and then encounter unanticipated challenges when they become widows.
4 Things to Know About a Home Investment
The U.S. housing market faced a slump in 2018 partly because would-be buyers had to contend with a combination of rising prices and surging interest rates. Yet with the Federal Reserve suggesting it will ease up on future rate hikes and homebuilders poised to shift from luxury construction to more mass affluent homes, the housing market could begin to perk up again.
4 Ways to Make Culture Count for Independent Advisors
Too many firms today have their value propositions wrapped up in vague assertions of “culture” without defining that term or explaining how they will put it into practice to benefit advisors and their staffs. Talking about culture and making a commitment to cultivating relationships and delivering an unparalleled service experience are two completely different things. Advisors need customized, personal attention that will allow them to best serve clients and grow their businesses.
8 Things to Remember When Reviewing Your 401(k)
A bad 401(k) can be painful. Despite the stock market gyrations of the past few months and a prolonged partial government shutdown, many indicators show the U.S. economy remains robust, backed by a labor market that continues to add jobs at a steady clip.
8 Things to Remember When Reviewing Your 401(k)
A bad 401(k) can be painful. Despite the stock market gyrations of the past few months and a prolonged partial government shutdown, many indicators show the U.S. economy remains robust, backed by a labor market that continues to add jobs at a steady clip.
8 Things to Remember When Reviewing Your 401(k)
A bad 401(k) can be painful. Despite the stock market gyrations of the past few months and a prolonged partial government shutdown, many indicators show the U.S. economy remains robust, backed by a labor market that continues to add jobs at a steady clip.
Avoid These Last-Minute Tax-Loss Harvesting Mistakes
Tax-loss harvesting can makes financial sense if the investor does it properly. (Getty Images) Investors have been known to make a mad dash toward the end of the calendar year in hopes of tax-loss harvesting to offset capital gains obligations. You can claim up to $3,000 per year in capital losses, so seeking to limit your tax bill makes financial sense. But it's all too easy to make costly mistakes when selling securities against a fast-approaching deadline.
How Women Advisors Can Become Million-Dollar Producers
Loading Other Articles... Loading Other Articles... At first glance, women advisors appear to face a double layer of challenges in establishing a high-net-worth client base. Not only are most referral sources for such clients—accountants, business managers, estate planning attorneys and trust officers—frequently male but so are the clients themselves.
College Funding Options for Investors Starting Late
The school year has started across the country, which means millions of parents in recent weeks have turned their attention to how they will pay for college. As costs continue to escalate, however, many are worried they'll never be able to save enough. Last year, the average cost of tuition, room and board at a four-year public institution was more than $36,000, a more than $1,000 increase from 2016-2017. For private schools, the bill is much more expensive, with the price tag nearing $47,000.
Cetera's Erinn Ford: My unlikely path into the financial services industry
Twenty-five years ago, I walked into a Series 24 prep class. I was the only female among a sea of men. Within minutes of sitting down, one of them passed me a note that said, “You'll never make it in here.” The irony is that at the time, when I was about to graduate from college, I had no intention of entering the financial services industry.
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