Rob Burgess

1 week ago | financial-planning.com | Rob Burgess

For many families, money is such a fraught issue that people would literally rather take the reasoning for their estate planning decisions to their graves than discuss them beforehand. This lack of candor is sure to cause hurt feelings and even costly litigation when assets are inevitably acrimoniously divided among the remaining family members. But for advisors who facilitate effective communication between client families ahead of time, the process can instead bond them even closer.

1 week ago | financial-planning.com | Rob Burgess

Nearly half of investors are interested in factoring their faith into their investment decisions, but only a small minority are aware of faith-based investing strategies or products. Even fewer incorporate them in their portfolios. Those were among the findings of a recent Praxis Investment Management survey of 1,001 individual investors and 403 financial advisors.

1 week ago | headforpoints.com | Rob Burgess

Hyatt has brought back its generous American Express cashback deal. This is the most lucrative of the cashback offers that regularly pop up on American Express cards. This time, however, it has changed. There is the ‘no brainer’ version (perhaps for people who haven’t used one before) and a ‘pretty good’ version for the rest of us.

1 week ago | financial-planning.com | Rob Burgess

Humans, by nature, crave routine. This predictability helps people to feel calmer and more in control. But when the unexpected happens, that fragile peace can be interrupted. Advisors who have developed a consistent rhythm say preparing ahead of time for periods of volatility can reduce stress in the moment. That means even when clients require more attention and care, advisors can still maintain a schedule.

2 weeks ago | financial-planning.com | Rob Burgess

Fueled by the rise of artificial technology and its associated infrastructure, many technology ETFs have experienced phenomenal growth over the past few years. Chris Ward, founder and senior wealth manager at EntryPoint Wealth Management in Cincinnati, said tactical asset allocation to tech ETFs can add value to a client's portfolio through reduced volatility, lower risk metrics and the same or better investment performance over time.