Mendel Money Management

We're excited to announce the launch of our integration with RightCapital, a planning tool used by financial advisors. Advisors can now enable a data feed integration and gain a complete view of client Flourish accounts within RightCapital. "A solid financial plan starts with an accurate snapshot of clients' entire financial lives," said Bradley Mendel, CFP®, EA, Wealth Advisor at Mendel Money Management. "Having visibility into clients' cash holdings can make a big difference, as clients often hold more cash than we think they do. With Flourish data appearing in RightCapital, we don't have to ask clients for balances, eliminating a time consuming and error-prone step in the planning process. Better plans drive better financial outcomes for clients, and that's always the goal." Learn more and get started with our guide: https://lnkd.in/eMGpwyD7 #cash #wealthmanagement #financialplanning A Flourish Cash account is a brokerage account offered by Flourish Financial LLC. Flourish Financial LLC is not a bank. Please visit flourish.com for more information. Flourish Financial LLC and RightCapital are separate and unaffiliated entities. This feedback may not be representative of the experience of other customers, and is not a guarantee of future performance or success.

Valuations have increased over the past year, with the S&P 500, Nasdaq, and Dow Jones Industrial Average experiencing significant gains. Higher valuations are not a reason to avoid stocks but serve as a reminder to focus on diversifying within the stock market and across asset classes. Diversification is crucial for long-term investors. The rally in mega cap technology stocks highlights the importance of being diversified across various sectors. Diversified investors benefit from the returns of the technology sector while protecting their portfolios from downside risk and positioning themselves to take advantage of growth in other parts of the market. Historically, large companies have not always dominated stock market returns, and a broader base of companies can naturally diversify portfolios and create more predictable long-term returns. Read More Here: https://lnkd.in/g3qeHbB8

Data collection is a challenge we all face as financial advisors. Elements and Sora Finance are coming together to help with data collection, simple financial assessments for prospects and clients, automated progress reporting, and debt optimizing that may allow you to help your clients more effectively and show the value of your advice to prospects quickly. I will be joining Rohit Agarwal and Jordan Haines, CFP® to discuss their respective solutions and how we are using each today to help our clients. Please sign up below if you want to learn more. https://lnkd.in/gmakkQzR

Planning is thoughtful, balanced, and conscious. #PlanYourDreams

Exploring the evolving landscape of financial advisory tools!  In a recent ProAdvisorSuite Vendor Partners case study, Bento Engine, Asset-Map, and fpPathfinder emerge as top choices for "Advice Engagement." As Brad Mendel from Mendel Money Management confirms, “We're on the edge of the best technologies and resources to serve our clients.” The trend seems to be a shift towards these tools, signaling a change in how advisors engage clients. Do you agree? Share your insights! 👉 Check out the full case study for a deep dive into the preferences and perspectives of industry experts: https://lnkd.in/dFRYxBfk #FinancialAdvisory #Fintech #AdviceEngagement