Edward Jones’ Post

As we enter the final quarter of 2023, Ameriprise Financial experts reflect on recent market and economic developments and share their insights on what investors can look for in the coming months. Call my office (817-591-8025) and set up a time for us to visit about your situation, goals and plan to get there. Find out what it means to have me as your financial advisor. hkbellet.com

Interesting article. I think as more financial advisors move towards holistic financial planning this will be become less of an issue (and potentially already has), but it definitely speaks to those advisors whose primary value prop is related to investments/alpha. https://lnkd.in/g-2qwG7M

Mark Twain ✍️supposedly once said: “reports of my demise are greatly exaggerated.” 📰💀🤣 Likewise, a season of rising returns 📈from any type of account or asset 💰is hardly a death knell 🪦🔔for financial advisors — especially not the fiduciary ones who address insurance, estate, and tax planning needs. 👩💼 Its also a golden time for those under age 35 (like me) to be pursuing the CFP credential. 🎓We have plenty of millenial peers who have young kids 👨👩👦and/or new career goals 👨🍳thanks (at least in part) to the great COVID 🦠🔐lockdown. —- Financial Planning Financial Planning Association (FPA) #cfp #fpa #fpqp #ChFC #behavioralfinance #psychology #risktolerance #risk #afc AFCPE® (Association for Financial Counseling and Planning Education®) National Association of Personal Financial Advisors #financialadvisor

Clients often ask me about the state of the market, anxious about the safety of their equity. In the midst of 2023's doom and gloom, 2024 remains uncertain. My advice? Opt for an in-depth equity review. Don't let drama dictate your financial plans – arm yourself with data! 📈💡 #ShellyWilliamson #LocalRealEstateAgent #MarketInsights #EquityReview #FinancialPlanning

The top 2 reasons why clients fire their financial advisor have nothing to do with cost or return performance 🤔 Our sponsor Morningstar sheds light on the importance of emotional factors in driving investors' decisions. https://lnkd.in/g2h3aCWf #investoreducation #financialadvice #investordecision #financialcoach

“Today the industry remains fragmented and discombobulated. There are nearly 15,000 RIAs, and they have a median of $412 million in AUM.” 🌐 Read our latest Financial Advisor article! Learn more here ➡ https://lnkd.in/gQDbnJFc

Happy Spring! Attached is the April 2024 newsletter from Kelleher Financial Advisors

The latest news from Kelleher Financial Advisors

Being a trusted advisor requires going beyond the surface. Discover how David Witter, CFP® and Katie Witter's commitment to understanding their clients' unique issues sets Financial Harvest Wealth Advisors apart in the financial industry. Learn more: https://bit.ly/47KquMW #FinancialAdvisor #ClientRelationships #SuccessionPlanning

For financial advisers, understanding client desires is crucial. In this video, we explore how to align offerings with investor needs. See more: https://vgi.vg/3JSyYqS #VanguardInsights Capital at risk