Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that amidst the impending return of Donald Trump to the White House, observers expect a lighter-touch regulatory environment for RIAs (and the financial services industry as a whole), with many regulations proposed (but not yet implemented) … Read more
Financial results for the 9 months ending September 30, 2024 Kaiser Foundation Health Plan, Inc., Kaiser Foundation Hospitals, and their respective subsidiaries and affiliates (KFHP/H) reported consolidated year-to-date operating revenues of $85.4 billion and operating expenses of $84.2 billion in the first 9 months of 2024. Year-to-date operating revenues were $75.3 billion and operating expenses … Read more
As we move into 2025, the cost of living remains high across the U.S., from rising grocery bills to steep mortgage rates. Car insurance costs are no exception, with premiums climbing even higher than in 2024. According to a recent report from Bankrate, the national average annual premium for full-coverage auto insurance increased by 26% … Read more
In the early days of financial planning, serving clients often meant developing transactional relationships focused on facilitating trades and selling insurance. Over time, advisors shifted toward more analytical approaches, such as investment management and retirement planning. Today, the industry has evolved further, with a growing emphasis on aligning financial decisions with clients’ personal priorities and … Read more
With Donald Trump set to become the 47th President of the United States, it’s natural to wonder what this new administration could mean for your finances. For most people under 30, a change in leadership might not significantly impact financial planning. In your 20s, you’re often not earning enough or rich enough for a president’s … Read more
