Ask Us Marketing

Your Total Wealth interview on Ask Us Marketing

AUM Special Guest Interview – Dr. David Dubofsky – Research Based Marketing Event by Kalli Fedusenko, Financial Advisor Marketing LinkedIn Interview with Kalli Fedusenko: https://www.linkedin.com/events/7149092782014435328/?midToken=AQGPXSKtfCFk7g&midSig=0pO3eIm_ZFyr41&trk=eml-email_notification_single_event_starting_01-hero_notification_cta-0-1ep~cta&trkEmail=eml-email_notification_single_event_starting_01-hero_notification_cta-0-1ep~cta-null-a0ati~lr57relv~pc-null-null&eid=a0ati-lr57relv-pc YouTube Interview with Kalli Fedusenko: https://www.youtube.com/watch?v=GHyzYRIuFfs

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Voices The art of asking: How the right questions, worded precisely, can help older clients

Financial Advisor with Elderly Clients

By Lyle Sussman, David Dubofsky November 30, 2023, 6:00 a.m. EST 3 Min Read Loss aversion, one of the major behavioral finance biases, is often defined as the pain of losing an amount of money exceeding the pleasure of gaining that same amount of money. It also refers to the reluctance of investors, and individuals in general, to realize losses,…

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ASSET ALLOCATION 101

Asset Allocation - Planning for long term success

Asset allocation, at its most basic level, is deciding how to spread (allocate) the risk across your investment portfolio: stocks vs. less-risky instruments such as bonds and certificates of deposit (CDs). These decisions will be the primary determinant of your investment performance; i.e., your portfolio’s rate of return. Beyond this seemingly simple decision, you must consider how much to invest in domestic stocks, international…

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Understanding Our Regrets Today Can Improve Our Financial Tomorrow

Understanding Our Regrets Today Can Improve Our Financial Tomorrow

Understanding Our Regrets Today Can Improve Our Financial Tomorrow Feelings of regret, especially about financial decisions or inaction, are universal, but it’s possible to turn them into life’s best positives. BY H. DENNIS BEAVER, ESQ. PUBLISHED 7 HOURS AGO “‘Jerry,’ my 65-year-old father, is beating himself up over failing to get out of the stock market months ago when it was so…

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Smart People Doing Stupid Things: Decision Making Biases of Both Clients and Their Advisors

Financial advisors know that their clients often make investment decisions that may not be purely rational. But because both are human, those advisors are subject to the same cognitive and psychological biases, and irrational decisions as their clients. However, because of their professional training and status, advisors may believe they are immune from irrational biases. This FPA Knowledge Circle Presentation…

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The Why and How of Your Total Wealth

The Why and How of Your Total Wealth

Many Americans lack financial literacy. Moreover, regardless of their financial wealth, many Americans are also not as happy as they could be … lacking what one of our reviewers defined as “life literacy.” We wrote Your Total Wealth: The Heart and Soul of Financial Literacy because of these two reasons. To address the lack of financial literacy, we define what…

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Your Total Wealth is the ideal read. It is the most unique and accessible financial advice resource I’ve ever seen and goes well beyond how to make money - Kiplinger
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