Ryan Nauman’s Post

How can financial advisors differentiate themselves through retirement strategies? Retirement risks and opportunities are under the microscope during this very fun and insightful conversation with Dunham Trust and Investment Services' Chief Sales & Marketing Officer, Salvatore M. Capizzi, CEPA! Sal joins Ryan Nauman to discuss how financial advisors can bring value to their clients through retirement planning and understanding the different retirement strategies. Take a listen to this episode of Adjusted for Risk here 🎧 >> http://spr.ly/6043Zu2x5 #Zephyr #AdjustedforRisk #retirement

For over 50 years, our advisors have been helping clients navigate the unique aspects of 403(b) accounts. Your advisor can provide you with information about your state retirement plan and how to coordinate your pension plan, social security and 403(b) to plan for the retirement you envision and deserve. Learn more: https://bit.ly/3knfZZK #LegendBuffalo #FinancialAdvisor #FinancialServices #403b

The closer you are to retiring the more devastating a down market could be to your retirement plans. See if you think our Rules-Based Investment Discipline (RBID) is what you’re looking for. If you’re 59 1/2 or older, ask me how we can apply it to your current employer retirement plan NOW, while you’re still employed! https://lnkd.in/dzzm6cUX

Are you looking to invest in more active assets instead of passive investments in your IRA? Join our webinar with Scott Maurer of Advanta IRA on 12/5. Scott provides effective active strategies for self-directed IRAs, explains IRS rules, and covers scenarios where active investments like rentals and rehabs can earn tax-sheltered income for your retirement. Register now: https://lnkd.in/ekmNdPJv #InvestmentOpportunities #SelfDirectedIRA #RetirementPlanning

A change is on the horizon, according to one investment manager. But many investors with traditional 60/40 portfolios could be left behind. How can investors prepare for challenging times? Partner Content by Orbis Investment Management https://lnkd.in/e4tyXuC9 #investing #investmentportfolios #advisers #assetmanagement

For advisors, it's particularly important to know that Gen Z investors are already showing significant differences in how they approach saving for the future. #genzmarketing #financialadvisor #wealthmanagement

How the power of time can help savvy young investors grow an impressive portfolio.

Benjamin Graham known as father of value investing describes key principles. The key principles include conducting thorough financial analysis, investing based on intrinsic value rather than market trends, and ensuring a margin of safety to protect against potential losses. Graham also advises investors to remain disciplined, patient, and unemotional, steering clear of speculative behaviors. By following these principles, Graham asserts that investors can achieve sustainable long-term returns and minimize risks, even in unpredictable market conditions. These timeless strategies continue to influence modern investment practices. #benjamingraham #valueinvesting

Young investors are a different breed and want to do things their own way. From putting financial security before romantic relationships to looking for capital investments that don’t conflict with their impact investments, we’ve pulled together five stories about what advisors need to know about the emerging class of young investors to help turn them into new clients. #wealthmanagement #financialplanning #retirement

It’s time to demystify the complexities of investing and simplify concepts like risk management, portfolio diversification, and building long-term wealth. Whether you're new to investing or looking to learn more, join OneDigital Retirement + Wealth Director of Investment Communications Gregory DeGennaro, CFA, CAIA and OneDigital Retirement + Wealth Financial Advisor Brandon Cutler for this upcoming webinar. Make informed investment decisions and set yourself on the road to financial security. Register here: https://hubs.ly/Q02F8DNR0 #invested #freshthinking Investment advice offered through OneDigital Investment Advisors LLC