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Investment Management Archives - Page 2 of 2 - TBH Advisors

How advisors can win doctors as new clients | Financial Planning

How advisors can win doctors as new clients

Sam Davis, CFP®, at TBH Advisors, speaks with Financial Planning reporter Victoria Zhuang about how advisors can create and strengthen relationships with physicians. “You need to partner with someone who has expertise in the industry; that’s just going to be a way more efficient way to grow. … The best thing I could encourage any […]

Gifting, Roth IRAs Figure Big In 2023 End-Of-Year Tax Moves | Financial Advisor Magazine

Gifting, Roth IRAs Figure Big In 2023 End-Of-Year Tax Moves

Brett Walters, financial planner at TBH Advisors, joins Jeff Stimpson at Financial Advisor Magazine to provide end-of-year tax considerations for wealthy clients as 2023 comes to a close. “Wealthy taxpayers, specifically those whose net worth exceeds $12 million, would be well-served by employing a prudent and appropriate gifting or trust strategy to begin shifting assets […]

Preparing clients for the possibility of cognitive decline | InvestmentNews

Preparing clients for the possibility of cognitive decline

Phil Reynolds, managing member at TBH Advisors, highlights the importance of proactive planning for clients experiencing cognitive decline with Josh Welsh at InvestmentNews. “Alzheimer’s and dementia have flown under the radar for so long in not being recognized as something that will, in my opinion, become the disease of our generation as the number of […]

Before the ball drops on 2023: Advisors’ year-end checklist | InvestmentNews

Before the ball drops on 2023: Advisors’ year-end checklist

Brett Walters, financial planner at TBH Advisors, discusses things advisors should do before we enter the new year, such as helping clients make last-minute gifts to charity with reporter Gregg Greenberg. “This is especially critical or helpful if the clients think they’re relatively close to exceeding a phaseout threshold, like the child tax credit, qualified […]

Best investments to own coming out of a recession | Bankrate

TBH Advisors - Bankrate - October 18, 2023

Sam Davis, CFP, financial advisor at TBH Advisors, shares insight with James Royal at Bankrate on the best investments to own following a recession. “The best types of investments coming out of a recession tend to be assets that were most sensitive to that particular economic downturn. In the Great Financial Crisis, investors that stepped […]

6 tips for advisors to help rich young athlete clients with NIL | Financial Planning

Phil Reynolds, managing member at TBH Advisors, speaks with Financial Planning’s Victoria Zhuang about tips for advisors supporting clients with NIL deals. “The key point is understanding the terms of the deal: What responsibilities must the athlete fulfill, to receive the promised compensation? Obligations could include anything from creating social media posts to attending meet […]

Employee Stock Ownership Plans In IRS Crosshairs | Financial Advisor

Brett Walters, financial planner at TBH Advisors, speaks with Jeff Stimpson at Financial Advisor about the IRS’ plans for employee stock ownership plans and what that can mean for workers. “Flush with new funding and certainly cognizant of the massive fiscal budget deficits, the IRS is very interested in what they deem may be low-hanging […]

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