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How to Raise Financially Responsible Children Worth SharingInvesting

How to Raise Financially Responsible Children

Teaching our children financial responsibility should be one of our top priorities as parents. Fortunately or unfortunately, financial know-how is a skill that, when honed, can give your children a…
AdvicePeriod
AdvicePeriodSeptember 9, 2020
Cover Your Financial Planning Now Before It’s Too Late InvestingFiduciary AdvisorsEstate Planning

Cover Your Financial Planning Now Before It’s Too Late

The Current Regime. As a result of the Tax Cuts and Jobs Act of 2017, the federal estate and gift tax exemption is the highest it has ever been. Under…
AdvicePeriod
AdvicePeriodAugust 6, 2020
Top 8 Traits of Our Successful Financial Advisors Advisors

Top 8 Traits of Our Successful Financial Advisors

With today’s technology, some may say it’s easy to be a “financial advisor.” There are tools that almost completely commoditize investing. Little do clients know that with tools like Betterment,…
AdvicePeriod
AdvicePeriodJune 29, 2020
5 “Easy” Prospecting Techniques Financial Advisors Can Implement Today Advisors

5 “Easy” Prospecting Techniques Financial Advisors Can Implement Today

You don’t have to be a typical salesman or saleswoman to be successful at prospecting as a financial advisor. There is an art and science to it, however, and you…
AdvicePeriod
AdvicePeriodJune 23, 2020
Preparing for the Next Market Crash NewsInvesting

Preparing for the Next Market Crash

It’s the scenario investors dread: The stock market plummets and along with it, the value of their accounts. Panic ensues as investors demand their advisors sell out of the market…
AdvicePeriod
AdvicePeriodAugust 24, 2018
AdvicePeriod Expands to Mid-Atlantic with Justin Fulton, JD, CFP® News

AdvicePeriod Expands to Mid-Atlantic with Justin Fulton, JD, CFP®

AdvicePeriod, is pleased to announce the addition of Justin Fulton, JD, CFP®, as Partner Advisor. Fulton will open a new office in Virginia Beach, Virginia, further expanding the firm’s national…
AdvicePeriod
AdvicePeriodMarch 13, 2018
Lean In 2018 Investor Behavior

Lean In 2018

Dear Friends, While you might reasonably assume from the subject of this message that I am speaking of my perennial weight loss resolution, the suggestion may be more significant to…
Steve Lockshin
Steve LockshinDecember 31, 2017
Tax Strategies to Consider by Year End Estate Planning

Tax Strategies to Consider by Year End

It is said that the only things certain in life are death and taxes. Unless, of course, you are talking about the sweeping tax reform legislation set to become law…
AdvicePeriod
AdvicePeriodDecember 20, 2017
The Positives of Passive Investing Investing

The Positives of Passive Investing

For many investors, passive investing has one overriding problem: the name. The term “passive” can suggest compromise, the idea that the goal of obtaining superior investment results through a more hands-on approach…
AdvicePeriod
AdvicePeriodDecember 14, 2017
The Importance of Planning Estate Planning

The Importance of Planning

Having a substantial nest egg to pass on to heirs holds both promise and pitfalls. The promise is the financial security that a substantial inheritance can offer loved ones. The…
AdvicePeriod
AdvicePeriodOctober 26, 2017
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    AdvicePeriod is a brand utilized by Mariner, LLC and Mariner Platform Solutions. Investment advisory services are offered through Investment Adviser Representatives (“IARs”) registered with Mariner, LLC or Mariner Platform Solutions each an SEC registered investment adviser. For additional information about including fees and services refer to each entity’s Form ADV Part 2A. Registration of an investment adviser does not imply a certain level of skill or training.

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