Million Dollar Round Table (MDRT)
APRIL 13, 2023
In his 2012 Top of the Table presentation “Life’s lessons lead to life’s questions,” 43-year MDRT member Walter F. Putnam, CFP, CLU , recommended uncovering the three biggest issues clients need to address before they can take action on their goals.
eMoney Advisor
DECEMBER 15, 2022
There are 93,643 CFP® professionals in the United States, with 46 percent of them in the 50 and older age bracket. A CFP Board report on those who sat for the November 2022 exam showed that 68 percent were under age 40, and 35 percent were under 30. However, there are signs that a new generation of financial planners is emerging.
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Darrow Wealth Management
AUGUST 29, 2022
However, between 2012 – 2021, the Nasdaq outperformed the S&P 500 by nearly 5.4% Article written by Darrow Advisor Kristin McKenna, CFP® and originally appeared on Forbes. Investors should consider the benefits of diversifying their equity exposure beyond a fund tracking one investment index, specific sector, or equity style.
Investing Caffeine
MAY 2, 2022
Slome, CFA, CFP®. Peter Lynch, arguably one of the greatest all-time investors (see Inside the Brain of an Investing Geniu s ), said it best when he stated, “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.”.
Validea
OCTOBER 5, 2022
By Jack Forehand, CFA, CFP® ( @practicalquant ) —. 12/31/2012 2.0% 12/31/2012 29.8% 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%
eMoney Advisor
DECEMBER 5, 2022
CFP®, Sarah D, and Emily Purdon, CFP®, EA. The Center for Nonviolent Communication , 2012. The views and opini ons expressed by this blog post guest are solely those of the guest and do not necessarily reflect the opinions of eMoney Advisor, LLC. Sources: 1 Asebedo, Ph.D., Planning for Conflict in Client Relationships.”
eMoney Advisor
APRIL 25, 2023
Values conversations are part of a shift toward a more human-centered, holistic financial planning approach in the industry that can be seen in publications like The Psychology of Financial Planning by the CFP Board. ” Family Relations , 61 (4), 2012. Britt, S., & Huston, S. Archuleta, Kristy.
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