Justin Kuepper

Justin Kuepper

Justin Kuepper has many years of experience in the market as an active trader and a personal retirement accounts manager. He spent a few years independently building and managing financial portals before obtaining his current position with Accelerized New Media, owner of SECFilings.com, ExecutiveDisclosure.com and other popular financial portals. Kuepper continues to write on a freelance basis, covering both finance and technology topics.

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  1. Chart Strategy

    Stocks Plunge Following UK's Decision to Leave EU (SPY, ...

    A weekly technical summary of the major U.S. indexes.
  2. FA Profession

    Evaluating Target Date Funds Just Got Easier

    The wave of target date funds has caught the eye of the DoL, which has issued guidelines on them for fiduciaries. Here's how a new tool is helping.
  3. FA Profession

    How the FPA's New Planner Search Will Help Advisors

    The FPA recently launched a new redesign aimed at making it easier for consumers to identify and find financial planners.
  4. FA Profession

    The 5 Best CRM Services for Financial Advisors

    CRM solutions have become an invaluable tool for advisors as competition from robo-advisors heats up. Here are some of the best.
  5. Chart Strategy

    Stocks Move Lower as Investors Remain Cautious (SPY, DIA)

    A weekly technical summary and future outlook for the major U.S. indexes.
  6. FA Profession

    Advisors: How to Create a Marketing Calendar

    Marketing calendars are a great way for advisors to keep on top of important tasks that help grow business over the long-term.
  7. FA Profession

    Why In-Person Meetings Are Better for Clients

    While the future of financial advisement is rapidly becoming even more digitized, there's still lots of value in holding in-person meetings with clients.
  8. FA Profession

    How to Grow Your Advisory Biz with Dashboarding

    Here's how advisors can leverage dashboards to consolidate information and mine it for useful insights to improve their practice.
  9. FA Profession

    Best Advisor Technology for Understanding Clients

    Advisors can leverage new technology to dramatically improve their workflow and overall profitability over time. Here are four solutions that will help.
  10. Chart Strategy

    Stocks Move Higher as Yellen Reassures the Market (SPY, ...

    A weekly technical summary of the major U.S. indexes.
  11. FA Profession

    How Advisors Can Combat Ransomware

    Ransomware is malicious technology that’s becoming increasingly commonplace in corporate computer network. Here's how to combat it.
  12. Markets & Economy

    U.S. Economy Adds Fewest Jobs in Five Years, Markets Begin ...

    A weekly technical summary of the major U.S. indexes.
  13. FA Profession

    Morningstar's New Client Portal: Better with Data

    Morningstar’s new client portal features data aggregation to aid financial advisors in helping clients gain a better view of their financial situation.
  14. Chart Strategy

    U.S. Markets Cautious Ahead of Fed Rate Decision (SPY, DIA)

    A weekly technical summary of the major U.S. indexes.
  15. Retirement Planning

    How Long Will You Live? This Tool Will Tell You

    Longevity-calculating tools help advisors guide clients through their financial livelihood during their retirement years. Here's a look at some of them.
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