Investment-related issues
Comments: 18
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08 Nov, '19
Richard L Bergen MergedFlowchart or Checklist to help advise clients on the optimal placement of asset categories (i.e. equities, bonds, annuities, etc), from a tax and wealth management perspective.
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20 Jun, '20
Jonathan Elks MergedA lot of choices and criteria to logically work through
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07 May, '21
Mike Admin"Asset Location" (suggested by Richard L Bergen on 2019-11-08), including upvotes (7) and comments (1), was merged into this suggestion.
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16 Jun, '22
ChrisGranger Admin"Investment Policy Statement Design for Non-Profit Organziations" (suggested by Julie Skye on 2021-09-28), including upvotes (1) and comments (0), was merged into this suggestion. Original language from this merged suggestion: "For non profits What steps do you go through as you asses your organization's needs."
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16 Jun, '22
ChrisGranger Admin"Issues to consider when purchasing Real Estate as an investment?" (suggested by Michael C. Whitman on 2022-04-02), including upvotes (1) and comments (0), was merged into this suggestion. Original language from this merged suggestion: "I have multiple clients who are interested in reg D investments or REITs (some even just purchasing homes to rent out). It would be great to have some sort of checklist on what to review when walking through a PPM or a whatever presentation is available for the property."
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16 Jun, '22
ChrisGranger Admin"What Issues Should I Consider When Investing in Sustainable/ESG thematic Portfolios?" (suggested by Don on 2021-09-30), including upvotes (1) and comments (0), was merged into this suggestion. Original language from this merged suggestion: " work with big tech employees and I'm listening to a growing and unsolicited inquiry for investment portfolios that are not only fundamentally sound (i.e. aligned with risk tolerance, portfolio beta, alpha, etc.) but are also founded on environment friendly/clean energy/corp governance concerns.
I'd love an FP Pathfinder checklist to help empower advisors/clients to that regard." -
16 Jun, '22
ChrisGranger Admin"Decision Tree - Exempt Transaction & Securities" (suggested by Paul M. Paquette on 2022-03-29), including upvotes (1) and comments (0), was merged into this suggestion. Original language from this merged suggestion: "Decision Tree - Exempt Transaction & Securities for both Agent and Individual Investment Representative."
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16 Jun, '22
ChrisGranger Admin"Accredited Investor and Qualified Client/Purchaser Criteria" (suggested by Eric Franklin on 2021-09-28), including upvotes (1) and comments (0), was merged into this suggestion. Original language from this merged suggestion: "I think it would be helpful to have a series of charts for explaining to clients how they can participate as an accredited or qualified client/purchaser for certain types of investments. Charts for Individuals, Trusts, and Business Entities."
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16 Jun, '22
ChrisGranger Admin"How much risk should I take in my portfolio?" (suggested by JoAnn May on 2021-01-28), including upvotes (4) and comments (0), was merged into this suggestion. Original language from this merged suggestion: "A series of questions to point a client toward an asset allocation. Questions could include current age, how stable is there job, do they work in a risky industry, what did they do during the great recession, do they worry about their investments, are they married, children? ..."
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16 Jun, '22
ChrisGranger Admin"What Should I Consider BEFORE Investing in Cryptocurrency" (suggested by Don H on 2021-11-01), including upvotes (2) and comments (0), was merged into this suggestion. Original language from this merged suggestion: "I've been getting a lot of inquiries here and would love a checklist or flowchart. My immediate thoughts include (1) confirming your risk tolerance questionnaire is up to date; (2) emergency cash 100% funded; (3) specific objectives for % allocation to cyrpto (i.e. play money v serious money, etc."
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16 Jun, '22
ChrisGranger Admin"Concentrated Positions" (suggested by Daniel Granucci, CFA, CFP® on 2020-08-26), including upvotes (8) and comments (0), was merged into this suggestion. Original language from this merged suggestion: "Clients with concentrated positions, especially with low basis, have many options to consider to unwind or manage the risk.
A few of the many:
Cashless collars
DAF
Gifting
Exchange funds
Prepaid variable forwards
Having a checklist at a minimum and preferably a decision tree would be helpful.
Thanks for considering!" -
16 Jun, '22
ChrisGranger Admin"Addressing concentrated stock position" (suggested by James Brewer on 2021-01-29), including upvotes (2) and comments (0), was merged into this suggestion. Original language from this merged suggestion: "Options to address a concentrated stock position."
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16 Jun, '22
ChrisGranger Admin"Long Volatility Investing- A Better Way to Protect Against a Bear Market?" (suggested by Edward Kelly on 2022-01-27), including upvotes (1) and comments (0), was merged into this suggestion. Original language from this merged suggestion: "This is one of the most important, but "hidden" topics in our industry. Please consider making a chart, even though this won't get many votes, because no one knows about this!! I'm happy to help you in any way."
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16 Jun, '22
ChrisGranger Admin"Would I benefit from municipal bonds or tax free interest" (suggested by timothy r guthrie on 2019-05-21), including upvotes (1) and comments (0), was merged into this suggestion.
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16 Jun, '22
ChrisGranger Admin"Wash Sale" (suggested by Shawn Glogowski on 2020-04-14), including upvotes (1) and comments (0), was merged into this suggestion. Original language from this merged suggestion: "Will this transaction trigger a wash sale?"
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16 Jun, '22
ChrisGranger Admin"Bonds- is there another way to protect my portfolio?" (suggested by Jonas Means on 2021-10-12), including upvotes (1) and comments (0), was merged into this suggestion. Original language from this merged suggestion: "Equities and Bonds have been part of portfolios forever. Is there a different strategy than using bonds?"
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16 Jun, '22
ChrisGranger Admin"Target Date Fund or Build Your Own" (suggested by Becky Meats on 2022-03-02), including upvotes (1) and comments (0), was merged into this suggestion. Original language from this merged suggestion: "For the new DIY investor should they use a target date fund or put their own portfolio together? What consideration are there for each choice?"
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05 Jul, '22
ChrisGranger Admin"what is the flow of a bitcoin" (suggested by jennifer robinson on 2022-06-23), including upvotes (1) and comments (0), was merged into this suggestion.