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.
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.
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!
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.
But what do professional financial advisors and investment managers say?
How technology can make financial advisors more efficient -- and more valuable to their clients + the CARES Act and tax planning opportunities in 2020
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:
Where to Put Your Money Considering All the COVID-19 Uncertainty + Reasons to be Hopeful During this Corona Crisis
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."
Financial advisor Tony D'Amico, host of the "Wealth and Life Podcast" is always speaking with interesting guests and exploring important topics. Recent episodes:
Financial Planning Metaphors and Interesting Life Lessons from an "Unlikely Ironman" + 3 Pillar Retirement Planning
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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