These investment advisors are growing, expanding their teams and raising the bar for service.
Author: Leverty
Retirement Tougher Mentally Than Financially, Advisors Agree
“We need to remind clients that at some point, the markets will pull back (example 2022) and that we need to articulate how the overspending today could negatively impact their long-term objectives and needs,’’ - Mike Leverty
This Advisor Team Left a Big BD to Upgrade Its Retirement Planning
“But when it comes to income planning, clients need a true advisor and a true consultant, and they are seeking out truly independent advisors” - Mike Leverty
A Lump-Sum Payout Might Make Sense
"You could take the lump sum now— which means you’ll enjoy the more generous payout— invest the money and use part of the payout to purchase an immediate annuity down the road." -Josh Hawkins
Bloomberg: Where to Invest $100,000 Right Now
"It’s a cliche, but the best portfolio long-term is going to win for the investor with singles and doubles — you don’t need to take the risk to get the home run." -Luke Keene
Advisors to Watch List: Fastest Growing Advisor
Mike Leverty ranks #85 in the top 200
*Rankings were published on September 22, 2022. Criteria to be considered for ranking includes a minimum of 7 years experience, $100 mm in AUM, and clean regulatory record. Advisors are ranked on a 100-point scale in three categories: Scale, Growth and Professionalism.
Retirees Spend a Lot of Time and Money to Buy Their ‘Forever Home.’ Then They Sell It.
“It's OK to take a couple of years to explore other areas and don't jump in immediately. You really have to view it as a second home and not a vacation. Factor in amenities like shopping and healthcare—things you wouldn’t think about if you just vacationed there for a couple of weeks.” - Mike Leverty, on purchasing a home for retirement
Why Psychology is Important in Financial Planning
"What we see is oftentimes two financial plans could look very similar on paper, but yet every situation is unique, and really digging into the decisions behind the plan, versus just the math on it, is key to success." - Mike Leverty
What Clients Need to Know About Russia’s Invasion of Ukraine
"Historically, the equity market reaction to geopolitical events is short lived and typical economic cycles continue. Provided the invasion doesn't blossom into something uncontained, I would expect to see history repeat itself and longer-term capital market assumptions will likely remain unchanged." - Luke Keene
How Advisors Are Guiding Clients Through The Great Resignation
“A lot of our corporate executives did a significant amount of travel, and with them working from home and the thought of going back to that routine, at some point [it] doesn’t excite them. People are looking to prioritize their health and lifestyle.” - Mike Leverty