News Round-up for Week of Feb. 26 - Dedicated DB Dedicated DB

News Round-up for Week of Feb. 26

28th Feb 2018

business people making notes

Why the Rich Are Hiding

The primary goal of most financial advisors is to cultivate clients with investable assets of $1 million or more. This is a difficult task because rich people are not easy to find. According to a new book, Uneasy Street: The Anxieties of Affluence, rich people are hiding—mostly from the judgment of others. Our clients are high income people who are out there. If you’re prospecting for high income clients, here are some of our typical clients.

Via Wealthmanagement.com


Can You Become Rich From the New Tax Law by Becoming a Company?

If you have a job that’s conducive to freelancing — such as writing software or being a plumber — and you’re willing to take the risks of working for yourself, you could be able to reap the tax breaks introduced in the law.

Via New York Times


Forget Fiduciary Rules — FAs Simply Need More Education

A recent report suggests that instead of more fiduciary regulation of financial advisors, what advisors really need is more training and education. Advisors often invest in the same high-cost actively managed funds they put their clients into — and at the same inopportune times.

Via Financial Advisor IQ


5 Tips to Weather a Turbulent Stock Market

The stock market has been shaken by turbulence in the last few weeks, something it hasn’t experienced in a few years. Here are five tips from financial professionals that could help ensure that a volatile ride doesn’t derail your financial planning.

Via New York Times


What Successful Retirement Planning Looks Like

With social security in doubt, retirees have lifestyle and long-term care questions that robo advisors can’t answer. A financial advisor’s greatest challenge is to manage the emotional and psychological rollercoaster that affects clients when looking at their portfolios. This emotional handholding is critical and often the most important and impactful thing an advisor can do to help clients.

Via Wealthmanagement.com

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A 24-year-old entrepreneur was bored in science class -- so she started this company via @cnbcmakeit #entrepreneurhttps://t.co/JXRuNbAM5D

9:22 PM 23 August 2019

Dedicated DB@ DedicatedDB

10 mistakes nearly everyone makes when saving for retirement via @marketwatch #retirementplanning #preretirementhttps://t.co/jWBtxNr9IE

7:55 PM 23 August 2019

Dedicated DB@ DedicatedDB

Want to earn Continuing Education credit & learn the basics of Cash Balance plans? There’s still time to register f… https://t.co/2KvBb25VZN

6:21 PM 23 August 2019

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Here are 20 ways (we like #17) advisors can help clients increase their retirement savings via @YahooFinancehttps://t.co/sTjHtraZzo

4:01 PM 23 August 2019

Dedicated DB@ DedicatedDB

This entrepreneur's kids couldn't eat gluten so he started a company that sold $25 million in veggie noodles last y… https://t.co/kbyUObCrso

9:15 PM 22 August 2019

Dedicated DB@ DedicatedDB

Why you should increase your retirement contribution right now via @TwoCentsLH @Lisatella https://t.co/HdmQSY0NWz… https://t.co/JHfK1JZgCP

6:41 PM 22 August 2019

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