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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 will broaden the definition of who qualifies as an accredited investor eligible to spend money on sure non-public investments to incorporate those that cross an examination designed by the SEC, and people with sure licenses or instructional backgrounds, together with monetary advisors. And given the opaque nature of many non-public investments, monetary advisors might play an necessary function in serving to their purchasers assess whether or not these alternatives make sense for his or her portfolio and broader monetary plan.
Additionally in business information this week:
- A examine has discovered that in the course of the previous a number of years, traders usually are not 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 will repair quite a lot of drafting errors in “SECURE Act 2.0”, together with sections relating to RMDs and IRA contribution limits
From there, we now have a number of articles on money movement and wealth:
- Why being ‘wealthy’ and being ‘rich’ usually are not essentially the identical factor and the way advisors can assist purchasers establish the variations
- How a shopper might need tons of, and never simply 4, “cash scripts” that drive their monetary decision-making
- How exploring a shopper’s social-emotional relationship with cash can assist clarify their spending selections and different monetary selections
We even have numerous 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 could possibly be changing the social networks they constructed throughout their careers
- 3 strategies advisors can use to assist reluctant retirees spend extra
We wrap up with 3 remaining articles, all concerning the path to profession success:
- Why you will need to acknowledge that even probably the most profitable people usually should make sacrifices each alongside the best way and of their present positions
- Find out how to establish and mitigate the “microstresses” that construct up all through the work week
- How cultivating a way of moxie can assist people deal with “impostor syndrome”
Benefit from the ‘mild’ studying!
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