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Financial Planning is for Everyone

Published by Beth Schanou

Everyone can benefit from some form of financial planning. Not all plans look the same because we are individuals and have unique needs, but the need for some amount of planning is present for every age group and financial status. Often this can be difficult to embrace because in order to plan effectively, there is a need to open up and share personal information including finances and goals. This isn’t always easy. Read more

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FINANCIAL NEWS…NASDAQ TV: Fri, Sept 29 at 12:00pm

RZ Wealth’s Irvin Rosenzweig, a Barron’s Top 1000 Financial Advisor with CFP®, ChFC®, CLU®, CRPS®, and AEP® designations sits down with Blaine F. Aikin, AIFA®, CFA, CFP®, Chairman of the CFP® Board and Executive Chairman of Fi360 for “Trade Talk” on NASDAQ TV this Friday, September 29 at 12:00pm.

Together, these seasoned industry leaders will discuss the fiduciary responsibility of the RIA and CFP® in the world of investment planning and management. Topics that Aikin specializes in as both Chairman of the Certified Financial Planning Board and Executive Chairman of f1360 which is an international educator and leader in the field of investment fiduciary responsibility.

Rosenzweig and Aikin, friends and industry colleagues, have a combined experience in wealth management and financial planning that dates back more than 30 years including when they both worked in the retail investment and brokerage divisions at PNC Bank. Tune-in to NASDAQ-TV this Friday at noon to learn more from these industry experts as they examine fiduciary responsibility and best practices in financial planning, investment choices and management.

ABOUT RZ WEALTH:

Irvin Rosenzweig, a Barron’s Top 1000 Financial Advisor with CFP®, ChFC®, CLU®, CRPS®, and AEP® designations is partnered with Ron Carson, Founder and CEO of Carson Group, who is an inaugural inductee into the Barron’s Hall of Fame and on the Inc. 5000 Fastest Growing Company list.

RZ Wealth, lead by Irvin Rosenzweig, is built on commitment, experience, professionalism and accessibility. Focused on consistently putting its clients’ interests first, RZ Wealth offers personal guidance for insightful wealth management including financial, retirement, estate and education planning.

 

Call us for a Personal Consultation:

RZ Wealth

480 E. Swedesford Road,

Suite 120, Wayne, PA 19087

Toll Free: 866-231-3583

Phone: 610-627-5920

www.rzwealth.com

 

 

 

 

 

Blog

The Importance of Portfolio Diversification

Published by Don Hagan, CFA

The famous stock market axiom, “it’s the bus you don’t see that hits you”, nicely underpins the reasons behind maintaining a diversified portfolio.

The stark reality of investing is that there are unknowable landmines. Even though investment managers and analysts spend hundreds of hours scouring financial reports, talking to management, interviewing competitors and digging deep into a company’s prospects, there is always the possibility of an unpleasant surprise. Read more

What’s in Your Wallet? A Powerful Portfolio Management Tool

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What’s in Your Wallet? A Powerful Portfolio Management Tool

Published by Rob Furlong

When considering portfolio management tools many people think about complex spreadsheets or Bloomberg terminals flashing red and green stock quotes all day. While these are necessary, they are far from the most significant tool. I carry my most powerful portfolio management tool in my wallet: a library card. Read more

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Helping Your Loved Ones with Long Term Care

Published by Mike Schudel and the Carson Institutional Alliance Investment Committee

Seemingly so much of what we do involves looking ahead into the future. We think about the things we would like to do with our time, the tasks that we wish to accomplish and, sometimes, experiences we’d like to avoid. Aging is unavoidable and is not the most enjoyable topic to discuss – especially with our families as there can be so many emotions and unknowns involved. Read more

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Charitable Planning with a Donor-Advised Fund

Published by Ben Goethel, Director of Wealth Enhancement

Like many Americans, most of our clients are charitably inclined, having grown up with a tradition of some level of family philanthropy. Whether it’s giving back to their church, being involved in their community or sponsoring their favorite charity, Americans share in a charity’s focus of improving quality of life. Read more

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Seven Financial Actions to Consider Before 2017

Published by Scott Ford

The last months of the year are always hectic due to the holidays, end-of-the-year projects at work, and, in terms of this year, a heated presidential election. While you likely have plenty on your plate, don’t neglect your financial strategies. Review these seven actions you should consider before January 1st. Read more

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Conviction: A Portfolio Manager’s Secret Weapon

Published by Rob Furlong, Co-Portfolio Manager, and the Carson Institutional Alliance Investment Committee

Each year I serve as a coach to a local college team competing in the CFA Society’s Annual Investment Challenge. Over the next several weeks, I’ll meet with this year’s team to offer advice on how to prepare and present an equity analysis on this year’s company. Every year I’m impressed and encouraged by the curiosity of the students. Read more

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Reviewing and Updating Your Estate Plan

Published by Ben Goethel, Director of Wealth Enhancement Group | LinkedIn

It’s been a couple of years since I last wrote about the need to review and update your estate plan. A lot can happen in only a couple of years – marriage, purchase of a new home, the birth of a child. My particular situation involves two out of the three life events listed above. As a former practicing estate planning attorney, you can bet I have updated my estate plan (including updating beneficiaries on Transfer on Death/Payable on Death accounts) to reflect these life events. Read more