Nationwide Financial
JUNE 9, 2023
From 2010 to 2020, inflation as measured by the Consumer Price Index averaged around 2 percent, a relatively low level by historical standards. Unfortunately, however, interest rates offered by financial institutions to savers were also very low. From 2010-2019, the average interest rate on a one-year certificate of deposit was about.5%,
Ballast Advisors
NOVEMBER 20, 2023
As we bid adieu to this year, it’s a golden opportunity for savvy investors and retirement planners to give their strategies a once-over, particularly when it comes to Roth IRA conversions. Since 2010, everyone, regardless of income, can join in. You’ll need to weave them into your overall financial tapestry with care.
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Sara Grillo
AUGUST 14, 2023
From this vantagepoint, she gained unique insight into how financial advice and products are delivered to investors. In 2008, Kelly began working directly with clients as a financial planner. She has helped hundreds of clients achieve their financial and life goals. Financial Advisor or Investment Salesperson?
Sara Grillo
DECEMBER 12, 2022
A student of the industry, he also has the following designations: the Fellow, Life Management Institute (FLMI), the Chartered Life Underwriter (CLU), the Chartered Financial Consultant (ChFC), the Certified Financial Planner (CFP), and the Chartered Financial Analyst (CFA). Matt Pruitt, CFP®, CFA®. Doug Twiddy.
Good Financial Cents
APRIL 14, 2023
Once you find your niche, you’ll find clients all over the web.” – Kevin Mercadante, Freelance Writer since 2010 If there’s a topic area where you’re knowledgeable, and you have a desire to write on a regular basis, this could be the side hustle for you. In my case, it was my experience as a financial planner.
Sara Grillo
SEPTEMBER 26, 2022
Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. Wright: Well, and to respond to that, if I may. The confusion is with the CFP.
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