Nerd's Eye View
MAY 2, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that CFP Board announced this week that it will raise its annual fee for new and renewing certificants by $120 to $575 in order to help fund its public awareness campaign to promote the CFP brand with the public and encourage (..)
NAIFA Advisor Today
FEBRUARY 6, 2025
Mike McGlothlin , CFP, CLU, ChFC, LUTCF, NSSA, Executive Vice President, Retirement, at Ash Brokerage , is the 2024 recipient of the Kenneth Black Jr. Previously, he served terms on the FSP National Board of Directors from 2011 through 2016. Leadership Award.
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Investing Caffeine
MARCH 3, 2025
There have been many causes for Bitcoins historical volatility, including the hacking of the largest Bitcoin exchange in 2011 (Mt. Since Bitcoin was introduced in early 2009, the value of the cryptocurrency has fallen by more than -50% seven times. Gox); China banning Bitcoin in 2013; and the COVID pandemic crash in 2020.
The Better Letter
MARCH 18, 2025
Six 11 seeds have made it to the Final Four: LSU in 1986, George Mason in 2006, VCU in 2011, Loyola Chicago in 2018, UCLA in 2021, and NC State last year. However, since 2011, at least one seven seed or lower has made it to the Final Four every year except 2019. The 11 and 10 seeds win about four times in ten.
Sara Grillo
OCTOBER 21, 2022
Paraplanners can also hold various designations such as the CFP® certification , ChFC, Enrolled Agent, CPA, etc. This was in 2011 when remote work wasn’t yet popular, so he was limited to the city where he lived. What designations does a paraplanner usually have? Jonathan then decided to make a business out of it!
eMoney Advisor
FEBRUARY 1, 2023
This logic is supported by the CFP Board’s recent addition of the Psychology of Financial Planning as a core competency. Takeaway 3: Training on the Psychology of Financial Planning Our job as financial planners is to help clients use problem-solving strategies to address problems they can control. link] 3 Lazarus, Richard S.,
Validea
OCTOBER 5, 2022
By Jack Forehand, CFA, CFP® ( @practicalquant ) —. 12/30/2011 1.5% 12/30/2011 23.8% Two weeks ago, I wrote an article where I looked at the valuation of the median stock and how it has changed over time. Year End Date Negative Earner Percentage 12/30/2005 1.1% 12/29/2006 1.2% 12/31/2007 1.0% 12/31/2008 2.1% 12/31/2009 4.9%
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