Kyle Moore, CFP®

Social Security is a critical component of the retirement financial strategy for many Americans, so before you begin taking it, you should consider three important questions. The answers may affect whether you make the most of this retirement income source. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. See thrivent.com/social for important disclosures.

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There are three types of financial advisors: #1: Advisors who genuinely prioritize their clients' interests. They operate on an independent, fee-for-service model, ensuring their recommendations are unbiased and solely focused on their clients' needs. #2: Advisors who are unaware of better alternatives available in the industry. They may be overly influenced by their firm, unknowingly have drank the Kool-aid, which leads them to serve the corporate agenda of their firm instead of putting clients interests first, though they may not realize it. #3: Advisors who are complacent and resistant to change, often due to nearing retirement or a lack of motivation. They may stay with their current firm for the retirement benefits or convenience, rather than seeking better options for their clients. They know there is much better options for themselves and their clients. #2 advisors may believe they are providing good service but are unknowingly hurting the client. #3 advisors often prioritize their own convenience and financial benefits over the best interests of their clients. MCO Private Wealth

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Incredibly proud to be a part Baird's Private Wealth Management success last year! Helping my team's clients achieve their goals has been one of my life's top accomplishments. Cheers 🥂 to a great year and to Baird! #thebairdway #financialsuccess #investing #financialplanning #financialadvisor

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Are you ready for retirement? The 2024 Planning & Progress Study revealed that people who work with a financial advisor plan to retire earlier than those who don't. They’re also more confident about their financial future! Read more about the study and what John Roberts, Chief Field Officer at Northwestern Mutual, had to say in this Investment News article.

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Did you know that transitioning to Janney can be a smooth and rewarding process for you and your clients? Financial Advisors who joined Janney in April and May averaged 20 days to transition 75% of AUM. The advisors collectively manage over $1.6 billion in assets. Making a transition can be seamless with the help of Janney’s experienced transition team and innovative onboarding platform. Your transition is built around you and your clients, making it easy for them to join you at Janney.

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Did you know that transitioning to Janney can be a smooth and rewarding process for you and your clients? Financial Advisors who joined Janney in April and May averaged 20 days to transition 75% of AUM. The advisors collectively manage over $1.6 billion in assets. Making a transition can be seamless with the help of Janney’s experienced transition team and innovative onboarding platform. Your transition is built around you and your clients, making it easy for them to join you at Janney.

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In this week's #StifelSightLines, we review the Stifel Financial ID, a behavioral finance model designed to help clients understand themselves and work more effectively with their Stifel financial advisor.

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As financial planners and advisors, we often focus on performance metrics, beating benchmarks, and predicting outcomes. While we all desire strong investment performance year over year, this narrow perspective may lead us to overlook the bigger picture and ultimately disservice our clients. What about the plan? Nick Murray, in a recent piece, emphasized that "we are goal focused, plan driven Behavioral Investment Counsellors. Our sword is the great truth that the economy cannot be forecast; our shield, that the market cannot be timed. Current events are entirely irrelevant to what we do." I wholeheartedly agree with this perspective. Regardless of what is going on in the world, our decisions should align with goals of the client, and the collaborative planning that has been done.

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Are you looking for ways to better support and serve your clients? Check out the replay of Buckingham Strategic Partners recent “More Than Money Management” webinar.

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In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan, CFA, CFP® shares our outlook for markets and the economy. With inflation easing and the job market cooling, the market is predicting two or three rate cuts by year’s end. This might bring some relief for borrowers, but rates likely won’t fall back to near zero anytime soon. Curious about how this could impact your financial plan? Reach out to your advisor! 

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In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan, CFA, CFP® shares our outlook for markets and the economy. With inflation easing and the job market cooling, the market is predicting two or three rate cuts by year’s end. This might bring some relief for borrowers, but rates likely won’t fall back to near zero anytime soon. Curious about how this could impact your financial plan? Reach out to your advisor! 

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Have a burning question about your financial planning needs? Now’s your chance to ask our team! Join Buckingham live on July 16 where our industry thought leaders will share their perspectives on market performance, review the latest financial planning developments and discuss the investment outlook. Register today!

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In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan, CFA, CFP® shares our outlook for markets and the economy. With inflation easing and the job market cooling, the market is predicting two or three rate cuts by year’s end. This might bring some relief for borrowers, but rates likely won’t fall back to near zero anytime soon. Curious about how this could impact your financial plan? Reach out to your advisor! 

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In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan, CFA, CFP® shares our outlook for markets and the economy. With inflation easing and the job market cooling, the market is predicting two or three rate cuts by year’s end. This might bring some relief for borrowers, but rates likely won’t fall back to near zero anytime soon. Curious about how this could impact your financial plan? Reach out to your advisor! 

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