Emily and Amanda discuss some major market themes in 2024. First up: Nvidia and AI: The returns in Nividia and other AI stocks have been astronomical this year. Emily & Amanda lay out how we, as financial advisors interpret and apply the news. They discuss: - Comparisons to the dot-com bubble and whether they’re warranted - Portfolio concentration and risk - Recognizing the feelings of FOMO that can lead to imprudent behaviors
This week, Emily and Amanda dive into the current state of the housing market and what to consider before purchasing your first home. After discussing the impact of higher interest rates and rising home insurance costs, they cover five key considerations before taking the leap into real estate.
This week, fellow advisor Danielle Woods joins the podcast. Danielle draws on her 26 years of experience as a financial advisor to discuss the five most common issues she sees clients struggle with. They are: 1. Focusing on an isolated issue rather than the whole picture. 2. Balancing paying off debt vs savings 3. Being proactive and speaking with your advisor before taking action 4. Preparing for death (legally and financially speaking) 5. Working on their budget Additional resources: During our discussion Danielle referenced a webinar that we hosted that goes through the elements of estate planning. Navigating the Dark Cloud: Planning Before and After a Loved One's Death
In this episode, Emily and Amanda reflect on tax season 2024. When preparing tax returns, Emily and Amanda see recurring themes across clients. They discuss their top ten issues they saw taxpayers struggling with in 2024.
In this episode, Emily and Amanda discuss the different types of fees financial advisors charge for their services: from AUM (assets-under-management) to flat-fees to commissions. They also include a discussion around different types of hidden fees to look for. Emily and Amanda believe in being upfront and transparent about their fees.
In this episode, we get to know advisor Emily Agosto better. Emily has extensive professional experience as an accountant, investment advisor and financial professional. Learn more about how she approaches her financial advising practice and why she enjoys it so much.