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The Ric Edelman Show

Ric gives you comprehensive, educational advice that is both entertaining and useful. Named by TALKERS magazine as one of the Heavy Hundred Talk Show Hosts in America.

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On this episode:

  • Edelman Financial Services Ranked the #1 Investment Advisor in the Nation!
  • What’s the Best Way to Withdraw From Your 401(k)?
  • Cryptoassets, Like Bitcoin, Are Still Part of a Wild West Environment
  • Millennials Face Distinct Challenges to Saving for Retirement

These callers were prerecorded and prescreened.

The 2018 Top 40 Independent Advisory Firm Ranking issued by Barron’s weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, and the regulatory records of the advisors and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not a component of the rankings because returns are dictated largely by each client’s risk tolerance.

According to Barron’s, The formula [used] to rank advisors has three major components: assets managed, revenue produced and quality of the advisor’s practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by each client’s risk tolerance. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. The rankings are based on the universe of applications submitted to Barron’s. The selection process begins with a nomination and application provided to Barron’s. Principals of Edelman Financial Services, LLC self-nominated the firm and submitted quantitative and qualitative information to Barron’s as requested. Barron’s reviewed and considered this information, which resulted in the rankings on Aug. 27, 2012/Aug. 28, 2010/Aug. 31, 2009.

Neither Edelman Financial Services, LLC nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.

Dollar Cost Averaging does not assure a profit or protect against a loss in a declining market. For the strategy to be effective, you must continue to purchase shares in both up and down markets. As such, an investor needs to consider his/her financial ability to continuously invest through periods of low price levels.

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