Karla Paxton
@krpaxton
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Business Development for Redistributors and Alliances at Morningstar
remote
Joined June 2009
I believe that purpose is THE superpower. It makes you happier, healthier, and richer. It's the key that unlocks every door. I wrote for FA Mag about how purpose has a surprisingly central place in your financial plan. cc: @orionwealthtech
https://t.co/L4k6Fx40c3
fa-mag.com
Helping clients discover their "why" can turn the financial planning process into a rewarding journey.
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The key to managing your inherited IRA well is understanding your options at each step of the process, from inheriting, to transfers or rollovers and management, to taking distributions.
morningstar.com
Understanding the complex considerations when inheriting an IRA, including RMD changes in 2025.
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How can the return of the cash nexus play a role in the future of this great new era of higher dividends? Here’s this portfolio manager and investment historian’s case for dividend investing on The Long View. Listen now:
morningstar.com
An investment historian and portfolio manager discusses the dividend debate and what the future may hold.
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The most important thing you will read today, from the great @ClementsMoney 👇🏻
humbledollar.com
FIRST WAS THE VOICE of my father’s friend. Then a policeman came on the line. While riding his bicycle, my 75-year-old father had been struck and killed by a speeding driver. That was 2009. There...
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It’s been a bumpy ride for investors lately. Here's why the recent market jitters aren’t really outside the usual pattern and some ways for investors to cope.
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Yes, stocks have no doubt been good to you, while bonds have been disappointing. But if you're hurtling toward retirement, this looks like a pretty good time to de-risk. My latest. 👇 https://t.co/Yy8ptsqqbc
morningstar.com
Cash flows for the next few years are hiding in plain sight.
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I wrote about the elephant in the room when it comes to retirement planning for upper middle-income people. https://t.co/9K2WS5T1wl
morningstar.com
Examining the facts on the average incidence and duration of long-term care needs and who’s most likely to have a severe, sustained long-term care need.
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Time to rethink the timing around #interestratecuts. Read the full story: https://t.co/9q22hVp4PU
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Why does @MichaelKitces keep naming the T3 Technology Tools for Today conference for financial advisors and insurance professionals to his list of top conferences every year? Glad you asked! Learn why: https://t.co/DwTOLKSpBb
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OK, here’s the thing that is making my head hurt RN. Treasury bonds have a perfect record of protecting on the downside during recessions (and it’s always wise to have some equity ballast). But they’re vulnerable, to say the least, in a default scenario.
morningstar.com
Be sure to have some exposure to one asset class in particular.
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Wealthtech is an evolutionary step forward for the financial services industry. But staying ahead of the trends can be challenging. Access VB’s recent Spotlight to get the insights you need.
venturebeat.com
Wealthtech startups are transforming the financial management industry. Dive into what tech and tools will help companies stay ahead.
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20% of clients leave their advisor in the first year. Reasons: 1. Poor service/communications 2. Don't understand client goals 3. Misunderstanding risk preferences via Spectrum h/t to @thomasjaviles
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It's not about ESG; it's about personalization, values and choice. #T32023 @MorningstarInc @thomasjaviles
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Touching tribute to Ken Goldman & Gavin Spiztner who recently passed away They had a huge impact on our industry & so many of us #t32023
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over the past 2-3 years, #directindexing is one of the topics we get asked about the most DI is an operational tool & investors don't care about how it works they just want better tax optimization & slightly better personalization @MorningstarInc
#t32023
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Great to see @pietrolagreca here at #T32023. Looking forward to his presentation and reading his book!
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