The following post has been adapted from Dynamic advisor Patrick Huey’s “This Week in History” blog. Huey is the owner and principal advisor of Victory Independent Planning, a boutique firm offering portfolio management, retirement planning and charitable gifting strategies. By Patrick Huey, CFP®, CAP®, ATP On March 6, 1947, Richard Douglas Fosbury was born in […]
A Q&A with Shannon Larson, financial advisor at STF Wealth Management In this series, we explore the ways Dynamic-affiliate advisors communicate with their clients during these uncertain times. Now, more than ever, is the time to not only reassure your clients, but also to stay out in front of them. The importance of thoughtful, frequent communication— […]
A Q&A Brian Bucell, CFP®, managing partner of Crestview Capital Management In this series, we explore the ways Dynamic-affiliate advisors communicate with their clients during these uncertain times. Now, more than ever, is the time to not only reassure your clients, but also to stay out in front of them. The importance of thoughtful, frequent […]
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A Q&A with Jennifer Valdes, CFP®, principal of Financial Designs Wealth As a wealth advisor, your client communications skills are constantly put to the test given the unpredictable nature of the market. Just as one news cycle affecting the markets winds down, another whips up like a cyclone…Failed banks, Big Tech layoffs, Fed interest rate […]
By Marina Hernandez, CFP®, EA, Founder & CEO Swiss American Wealth Advisors Taxes are one of the biggest drags on investment returns. As the saying goes, “It’s not how much you make, it’s how much you keep,” that matters. If we ignore tax-efficient Investment management, no matter how well diversified and low cost our clients’ […]
Why I Became a Financial Advisor by Eric Braund, CFP®, CRPC® At age 14, I made my first investment. Like most kids, I spent my early teen years trading baseball cards and playing video games, but I also started reading The Wall Street Journal. I had been bit by the finance bug, and I found the […]
