TIFIN Wealth Blog
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Prospecting with NexGen Technologies for Financial Advisors
To succeed as a financial advisor, you need a strong client base – and that takes time and effort to build and maintain. In fact, research
Accessing Real Estate Exposure Through Private Credit
In times of market volatility, some investors look toward real estate as a safe haven for their capital as well as protection against inflation. Owning
Supporting Client Philanthropy in Affluent Households
Charitable giving continues to be a priority for affluent households, and we believe their financial advisors would be remiss to overlook its importance when it
Client Conversations: Estate Planning with Digital Assets
In the last decade, the need for establishing a digital estate plan has increased significantly, as technology has continued to permeate our daily lives in
Financial Planning for the LGBTQ+ Community
As a financial advisor, you’re well-versed in speaking to today’s surging inflation, ongoing market volatility, and anticipated recession—it’s a key part of the job. However,
Client Conversations: How the SECURE Act May Impact Your Clients’ Estate Plans
After establishing an estate plan, it is essential to regularly review it in its entirety to ensure that your client’s will or trust still aligns
Client Conversations: Answering Questions on Alternative Investments
From working with clients, advisors are well aware that for many people, the first two things that come to mind when thinking of investing are
Client Conversations: Answering Questions on Cryptocurrency and NFTs
Over the last decade, alternative investments have increased in both popularity and accessibility as individual, retail and institutional investors seek to diversify their portfolios. According
Client Conversations: 7 Planning Tips for Newlyweds
Wedding season has officially started, and experts predict that 2022 will be one of the busiest years the industry has ever seen. If estimates provided
Client Conversations: 7 Things Clients Need to Do in the Decade Before They Retire
Have you ever wished that there was a simple retirement roadmap – one that outlines each person’s path to financial security featuring days spent with
Harbor Capital Advisors: Tips on Leveraging Commodities as an Inflation Hedge
Watch Harbor Capital Advisors’ Spencer Logan as he discusses tips on leveraging commodities as an inflation hedge.
