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2020 Market Review and 2021 Market Outlook from Intercontinental Wealth Advisors

1/25/2021

 
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Intercontinental Wealth Advisors’ 2020 Market Review and 2021 Outlook, compiled by Senior Investment Analyst Juan Pablo Villamarin, CFA, CAIA, is available now. This message from the executive team precedes the market commentary:
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“As we turn the page over for what has been one of the most challenging years for the human population as a whole, we want to take the opportunity to sincerely thank all of our clients for the trust and partnership they have bestowed upon us over the years. We mourn with all of you the human and financial hardship that this pandemic has caused many individuals and families around the world, and we welcome and hope for a quick transition to post-COVID life.”


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What IRA owners should do now that we have a Democratic President, House and Senate

1/18/2021

 
​Jim Lange and his team at Lange Financial Group continue to provide excellent information on taxes, investment planning and how the new administration will impact investment and financial planning decisions in 2021. A series of helpful webinars is described below. Live attendance is encouraged but there will be replays available. You can even submit your question(s) in advance so that if you can’t attend live that day, you are more likely to hear your question answered when you hear the replay.
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Bestselling Author Mark Clure, CFP® Available for Year-end Story Ideas

12/15/2020

 
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​Mark Clure, CFP® is a bestselling author who brings over 26 years of experience to his work as a principal at Enso Wealth Management, a large RIA, managing over $1Billion in assets (FT 300 List, etc.).

​Author of the best-selling book, True Wealth, The GUIDE Process for Finding and Financing Your Ideal Life, Clure can provide insight on several topics.


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Buckingham Advisors’ Financial and Tax Experts Available for Year-end Storylines

12/9/2020

 
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Buckingham Advisors is an Ohio-based comprehensive financial services firm with world-class expertise. As one of the area’s top financial advisory and tax strategy firms, Buckingham understands from first hand experience what keeps investors, family stewards and business owners up at night.

The team of professionals at Buckingham Advisors work together to create professional and personal financial success for their clients. Buckingham’s professionals are fiduciaries, putting their clients’ needs ahead of their own. If you are looking  for a  team  of professionals who can comment  on  the CARES Act,  PPP loans, financial and tax moves to make  prior to  year-end, managing money, investing, and  more, this team is a great resource. They also  have a wealth of  information (recorded webinars of timely topics) on their  website.


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The CARES Act, PPP Loans, SECURE Act, Tax Strategy, Financial Planning and more

7/30/2020

 
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The Alliance of Comprehensive Planners (ACP), is a community of approximately 200 tax-focused financial planners who provide comprehensive planning strategies for their clients on a fee-only (commission-free) retainer basis. ACP members are required to maintain the CFP® or CPA/PFS (or equivalent) designation, complete ACP’s rigorous training program, and meet some of the highest continuing education requirements in the industry. This diverse group can address anything and everything as it pertains to personal financial  planning and tax strategies. There  are some real brainiacs  in this group and it would be difficult to stump this professional think tank!


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The Vatican, SMAs and ESG Investing: Moddasser and Etzweiler Weigh In

6/24/2020

 
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​Last week, the Vatican put out communications urging Catholics and the private sector to "progressively and without delay" divest from fossil fuel producers and other entities that perpetuate climate change. The pope called on Catholics to avoid "support for companies harmful to human or social ecology," such as weapon makers and abortion providers, as well as the fossil fuel industry.

Last month, more that 40 faith organizations from around the world, more than half of them Catholic, pledged to divest from fossil fuel companies. 
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But what do professional financial advisors and investment managers say?


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How technology can make financial advisors more efficient -- and more valuable to their clients + the CARES Act and tax planning opportunities in 2020

6/15/2020

 
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Roger Pine, CFA®, CFP®, and Kevin Lozer, CFP® are co-founders of Holistiplan an award-winning, comprehensive tax planning tool. Holistiplan won XY Planning Network's (XYPN) fourth annual Advisor FinTech Competition in September 2019. The award-winning tax planning software solution for financial advisors was recognized for its automated review of 2018 tax returns, providing client-ready reports that identify financial planning opportunities. Michael Kitces described Holistiplan as "magical tax planning software."

Mr. Pine and Mr. Lozer can provide insight on topics such as: 
  • How the fintech revolution is transforming financial advisors' businesses
  • How financial technology tools help planners to be more effective and efficient
  • How Holistiplan helps holistic financial advisors uncover planning opportunities for their clients
  • How, with the new “Solve for Max” feature, advisors can more easily find a client’s optimal tax bracket
  • How the CARES Act and other tax law changes in 2020 impact financial and  tax plans


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Where to Put Your Money Considering All the COVID-19 Uncertainty + Reasons to be Hopeful During this Corona Crisis

6/13/2020

 
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Download the PDF below to see how the investment professionals, Mark Pearson and Chuck Etzweiler, at Nepsis, Inc., an SEC Registered Investment Advisor (RIA), use the "5 C's of Post Covid-19 Opportunity" as a lens for selecting investments for their clients today. They also provide some foundational ideas for an article you might want to develop further, with their help, of course, on "5 Essentials for Smart Investing" and  "Reasons To Be Hopeful During this Corona Crisis."


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Building a Dream Career, Retirement Planning, Bootstrapping a Business, Family Harmony & More

6/12/2020

 
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Financial advisor Tony D'Amico, host of the "Wealth and Life Podcast" is always speaking with interesting guests and exploring important topics. Recent episodes:
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  • Retirement planning today
  • Bootstrapping a business plan
  • Estate planning with a focus on family harmony
  • Building a dream career
  • Insurance policies and how to ensure you get the coverage you need as your situation in life changes​


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Financial Planning Metaphors and Interesting Life Lessons from an "Unlikely Ironman" + 3 Pillar Retirement Planning

6/11/2020

 
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Michael Garry earned a B.S. in Finance and an MBA in Finance from Saint Joseph’s University, and a law degree (JD) from the Widener University School of Law, where he concentrated in tax, securities, and estate planning. He is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and an Accredited Investment Fiduciary® (AIF®). He is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

Through his personal finances focused blog, Mr. Garry covers important topics such as:


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    Story Ideas and Sources for Journalists

    Looking for great sources? Story ideas? We've got them!

    The professionals on this page represent a diverse group of financial advisors and experts within the financial services world who work directly with financial professionals.

    Don't see the type of expert you need? We've got more circles that we can tap for you. Use the Contact Us page to submit a query. 

    We are great brainstormers, collaborators and boosters of good content that (1) helps the general public realize a brighter financial future (2) helps financial professionals do a better job serving their clients.

    We look forward to hearing from you!

    Marie Swift, Founder & CEO
    Impact Communications

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