Weekend Studying For Monetary Planners (June 10-11)
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Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information that the Home has handed laws that might broaden the definition of who qualifies as an accredited investor eligible to spend money on sure non-public investments to incorporate those that move an examination designed by the SEC, and people with sure licenses or academic backgrounds, together with monetary advisors. And given the opaque nature of many non-public investments, monetary advisors may play an vital position in serving to their shoppers assess whether or not these alternatives make sense for his or her portfolio and broader monetary plan.
Additionally in trade information this week:
- A examine has discovered that through the previous a number of years, buyers aren’t simply bypassing mutual funds for ETFs, however are more and more investing in particular person equities, formed by a brand new wave of youthful market contributors
- Congressional leaders are planning to introduce laws that might repair quite a lot of drafting errors in “SECURE Act 2.0”, together with sections concerning RMDs and IRA contribution limits
From there, we now have a number of articles on money circulation and wealth:
- Why being ‘wealthy’ and being ‘rich’ aren’t essentially the identical factor and the way advisors might help shoppers determine the variations
- How a shopper may need a whole lot, and never simply 4, “cash scripts” that drive their monetary decision-making
- How exploring a shopper’s social-emotional relationship with cash might help clarify their spending choices and different monetary decisions
We even have a variety of articles on retirement:
- Why many retirees are selecting “semi-retirements”, persevering with to work part-time properly after conventional retirement age
- Why the most important problem retirees face may very well be changing the social networks they constructed throughout their careers
- 3 methods advisors can use to assist reluctant retirees spend extra
We wrap up with 3 last articles, all in regards to the path to profession success:
- Why you will need to acknowledge that even probably the most profitable people sometimes should make sacrifices each alongside the best way and of their present positions
- How you can determine and mitigate the “microstresses” that construct up all through the work week
- How cultivating a way of moxie might help people handle “impostor syndrome”
Benefit from the ‘mild’ studying!
Learn Extra…
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