Tesla Earnings: AI, Cheaper Cars in the Spotlight Despite Missing Wall Street Expectations
Snapshot: Results by the Numbers Tesla released its Q1 earnings results on April 24, missing Wall Street expectations by 4.29% for revenue and 9.10% for earnings per share (EPS). The company posted earnings of 45 cents per...
We Have $1.2M in an IRA, Plus Another $750k and Social Security. Should We Shift Assets to a Target Date Fund or an Annuity?
Annuities and target date funds are popular assets for households who are either saving for retirement or already in their golden years. How useful each may be for you depends on your financial goals and where you are on...
I Am 58 With $1 Million in My 401(k). Should I Switch to Roth Contributions?
I Am 58 With $1 Million in My 401(k). Should I Switch to Roth Contributions? Whether to make the move from contributing to a tax-deferred workplace plan or switch to a Roth isn’t a question of “should” but a question of,...
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Pest Gnome takes a look at the best U.S. metro areas to launch a pest control business.
If a financial planner, financial advisor or another type of financial professional is fee-only, that means they receive compensation solely from the fees clients pay for their services. They do not earn commissions for...
The answer to this question will depend on your income, expenses and saving habits, among other factors. One reliable source to help you get an estimate could be the Federal Reserve. Here’s what the retirement account data...
Snapshot: Results by the Numbers Tesla released its Q1 earnings results on April 24, missing Wall Street expectations by 4.29% for revenue and 9.10% for earnings per share (EPS). The company posted earnings of 45 cents per...
Annuities and target date funds are popular assets for households who are either saving for retirement or already in their golden years. How useful each may be for you depends on your financial goals and where you are on...
As a middle-class American, there is some expectation for living a lifestyle of relative comfort. But as costs have increased significantly over the last few years, the middle class is now feeling a squeeze in their...
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Prices on individual goods and services can take on their own characteristics based on unique supply and demand challenges throughout different locations nationwide. Air travel in particular faces unique pressures...
I Am 58 With $1 Million in My 401(k). Should I Switch to Roth Contributions? Whether to make the move from contributing to a tax-deferred workplace plan or switch to a Roth isn’t a question of “should” but a question of,...
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SmartAsset ranked 100 of the largest cities by calculating the amount saved when splitting rent on a two-bedroom apartment versus renting a one-bedroom apartment alone.
Experian data shows that total US personal debt increased by almost 10% even as demand for personal loans steadied in 2023.
Referrals are a sign of client trust and loyalty and can be integral to your business’s long-term growth. Encouraging client referrals begins with delivering top-notch service that exceeds expectations, but it doesn’t stop...
Attending an RIA conference or convention is an opportunity to grow your professional network and expand your knowledge base. Working as an independent RIA can present some unique challenges and coming together with other...
Wealth Enhancement Group analyzed data from academic research, Standard and Poor's, and Nareit to compare real estate to stocks as investments.
Deciding between taking a lump sum or monthly payments involves assessing a number of factors, including some that are difficult to quantify. The two most important considerations may be when you will receive the lump sum...
If we roll over $7,000 per yr from a traditional IRA to a Roth IRA for the next four years (which is when we will receive full Social Security), could it bump up the amount that we receive in Social Security? I realize...
ConsumerAffairs sheds light on the rise of government benefit theft in the U.S. in 2023 and provides advice on how to protect yourself from this crime.
Experian looked at recent trends in the HELOC and home financing market in 2023.
Clients may come to you with financial assets that are scattered across different bank accounts or investment accounts. Financial aggregation software brings all of your client’s money into view, enabling you to make more...
Lack of motivation can be a serious threat to client retention. You may have worked with your clients to identify their goals and the action steps they need to complete to achieve them, but if their heads—or hearts—aren’t...
Risk tolerance questionnaires can help advisors better understand what their clients need when developing a financial plan. Clients may complete this questionnaire during the onboarding process and the answers they provide...
Meeting client needs is central to your success as an advisor, as satisfied clients are more likely to stay loyal to you in the long term. Asking the right questions is an effective way to learn more about what they need...
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A credit union is a member-owned financial cooperative that provides banking services, such as savings accounts, loans, and other financial products, to its members. These members often share a common characteristic like...