Financial Advisor Shortage: How to Attract Top Young Talent
What is one of the major issues in the financial services industry right now? As older advisors are retiring, there is a substantial need for younger advisors to join the field and see clients to and THROUGH their retirement. 49 Featured in Wealth Solutions Report There is an increasing need for Next Gen advisors in […]
Exciting News: 49 Financial Enhances Investment Services!
We’re thrilled to share that 49 Financial has updated our investment team to more seamlessly integrate additional expertise into our planning process. After an extensive vetting process, we added a team known for their expansive expertise that we believe will better serve our clients and advisors. Our new CIO, Austin Graff, boasts a wealth of […]
49 Financial Expands to Kansas City!
We’re thrilled to announce that 49 Financial is setting up roots in a brand new location – Kansas City, Kansas! By the end of May, we’ll be opening our doors and eager to serve a whole new community. This expansion is fueled by our passion to reach more clients and empower the next generation of […]
We’re Great Place to Work Certified!
We’re thrilled to announce that 49 has been certified as a Great Place to Work again, going on 4 years of being certified! It means the world to us that our employees value their experience at 49. We’re committed to fostering a supportive environment where everyone feels valued, from our newest advisors to our experienced leaders to […]
Our Head of Generosity Shares Tax-Saving Strategies for Nonprofits and their Donors
In the spirit of giving back and empowering nonprofits and donors alike, we are thrilled to announce that our Head of Generosity, Justin Lopez, has recently contributed a blog post to a council of schools across the nation. At our core, we are dedicated to fostering a culture of strategic philanthropy that helps “all the […]
The 2023 Financial Roller Coaster
If you have teenagers, you have undoubtedly experienced the joy of a roller coaster ride. If you are anything like me, the actual joy is found in getting off the roller coaster with a sigh of relief that the experience is over. In many ways, 2023 was the financial equivalent of a roller coaster ride. […]
The Shadow of Comparison: How Comparison Diminishes Generosity
In the age of social media, where curated snapshots of seemingly perfect lives are a click away, the human tendency to compare ourselves to others has reached a fever pitch. While comparison can serve as a motivator, pushing us to improve ourselves, it often casts a long shadow, leading to feelings of discontentment, envy, and, […]
Rounding Out Financial Stewardship with Generosity Planning
Financial planners should help clients steward their resources, which means preserving and increasing their assets, as well as giving them away. This is a holistic approach to stewardship that goes beyond the traditional focus on accumulation. 49 Financial is a financial planning firm that takes a unique approach to stewardship by including generosity planning as […]
Q3 Market Review: A Long-Term Lens on Short-Term Events
Another quarter has come to an end as we head to finish out the rest of 2023. As always, we review the market changes that have occurred, knowing that there will be positive and negative events. At 49 Financial, our planning process focuses on our client’s long-term financial plans, which are tailored to their individual […]
Introducing the 49 Financial Generosity Team
Hello! I’m thrilled to introduce you to the 49 Financial Generosity Team, an essential department within 49 Financial, a financial planning firm headquartered in Austin, Texas, with a widespread presence across the nation and eight physical offices spanning six states. Why the Generosity Team? In the world of financial planning, the concept of stewardship is […]
