Advisor Blog

Coronavirus Crisis Financial, Tax And Investment Planning Tips

Coronavirus Crisis Financial, Tax And Investment Planning Tips

A deluge of new federal tax breaks is about to pour forth and flood Americans again. Only 15 months ago, SECURE Act massively changed rules for retirees, and only one year before that, TCJA rewrote the tax code entirely. This is the third major tax reform in three years!
 

On April 2, at 4 p.m. EST, Bob Keebler’s class focuses on the tax breaks advisors need to know about under the $2 trillion stimulus plan and the avalanche of tax rules about to hit.

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136 Hits

FINRA-Reviewed Investment, Tax And Financial Planning Articles

2020 started with SECURE Act’s idiosyncratic impact. Then Covid-19 hit, which has caused a sharp correction in stocks. It’s certainly shaping up to be one of the most turbulent times in the history of tax and financial planning.

 

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372 Hits

Key Fundamentals Driving Portfolios Now

At a two-hour, two-credit continuing professional education webinar three weeks ago about key fundamentals driving portfolios now, Advisor Products' resident economist, Fritz Meyer, received a 9.7 rating on a 10-point scale. 

This 32-minute video also contains links to additional information on key topics discussed.

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599 Hits

FINRA-Reviewed Tax Planning Content

The best marketing content for financial advisors draws UHNWIs and the mass affluent by offering tax and investment tips that actually save thousands of dollars.

 

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  617 Hits
617 Hits

Exploiting SECURE Act Before 2019 Ends


The signing of the SECURE Act on December 20, 2019 leaves only a few days to act on implementing major tax savings.  A call to action targeting four tax-saving pre-retiree and retiree situations is available to subscribers to our weekly feed for consumers. It shows how to attract wealthy pre-retirees and retirees by offering smarter tax and investment planning techniques in a news feed.

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1410 Hits

Compliant Content For RIAs


 

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945 Hits

Lifeboat Drill As A Titanic Metaphor For UHNWIs


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1154 Hits

The No. 1 Year-End Tax Tip For Financial Advisors


It’s unlikely you’ll see this 2019 year-end tax tip in the financial press, and it has not in the trade press currently. However, as a CFP®, CPA, CFA, CIMA® or retirement-income professional, this is probably the best 2019 year-end strategy for building your reputation as a thought leader. It's a substantive way to engage clients and prospects who are thought leaders in their chosen fields. 

 

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1639 Hits

Improving On Rule No. 1 Of Advisor Marketing: Fed Case Study


 

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1465 Hits

3Q2019 Ended Well; Did You Tell Anyone?


A day after third quarter 2019 ended on Tuesday, October 1, the video below was posted to advisor YouTube channels that we create and embed in advisor websites, advisor newsletters, and tweets for advisors. It's automatically posted with branding on advisor websites. 

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1548 Hits

Negative Rates May Expand Market’s Multiple


The big news from economist Fritz Meyer's CE webinar on Advisors4Advisors on September 10, was his analysis of how negative rates in Germany are driving down bond yields in the U.S. 

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1611 Hits

Tectonic Shift


Negative interest rates in Europe are a new and unprecedented financial economic condition advisors must suddenly navigate. 

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1780 Hits

Fritz Meyer Special Report On Global Demographics


 

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1963 Hits

Stocks Plunged 3% Today; Here's What We Did

Stocks plunged 3% today, Monday, Aug. 5, 2019. What did your website vendor do for you? 

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1428 Hits

If retail sales grow and no one sees it, it still causes a boom!


If retail sales climb skyward and no one sees, it still causes a boom. Like the proverbial tree no one sees falling in a forest, the growth in retail sales has a real impact -- after inflation.

Fritz Meyer had a hunch that something did not add up. Retail sales releases month after month have been okay, but based on decades of experience, Fritz knows that inflation often masks real activity. So he built a spreadsheet adjusting for inflation the Census Bureau's retail sales data releases. It revealed a story that the financial press month after month have been missing. Fritz stepped me through his analysis last Friday. As always, he summarized it in a chart.  

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1889 Hits

A First For Advisor Websites: Advisor Reviews


 

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2058 Hits

When Advisor Email Newsletters Go To Junk, Spam, Or Clutter


Advisor email newsletters often never make it to the intended consumer's Inbox. They go to junk, spam, or clutter folder. What can you do to fight back?  Here's the answer.

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  2159 Hits
2159 Hits

Financial Planning Newsletters For Professionals In 3-D


Systematic client communications for advisors is like multi-level chess. Content must be thought leadership, concise, and in the medium each individual client prefers. We do all that, while also enabling advisors to personalize everything by editing tweets, emails, and articles and narrating videos.

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2985 Hits

Our Policy On Publishing Content On Advisor Websites


Advisor Products no longer publishes articles, videos and other content on websites for consumers to view unless they provide an email address. Why?  

We post articles on advisor websites twice weekly in addition to a weekly video, all of it based on monthly continuing professional education webinars by Fritz Meyer, Bob Keebler, and Craig Israelsen on Advisors4Advisors.com. Advisor Products content valuable to any investor, but it's extremely valuable to UHNWIs, HNWIs and mass affluent individuals.

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3336 Hits

Financial Planning Email Newsletters For Advisors


This email newsletter is unique. It's based on continuing professional education webinars taught every month by Robert Keebler, CPA/PFS, who has educated legal and accounting professionals about individual taxation for over three decades. 

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  3621 Hits
3621 Hits

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