Validea

APRIL 5, 2023

By Jack Forehand, CFA, CFP® ( @practicalquant ) — Most of us who build factor-based portfolios rely on academic research as the underpinning of our strategies. 2015) find that most of the value premium comes from the long side, i.e., buying value stocks. And that makes a lot of sense. But just using academic research isn’t enough.

Investments 69

Investments Investing CFP Portfolio 69

eMoney Advisor

NOVEMBER 9, 2022

According to Koochel, McCoy, and Davis (2022) of the CFP Board’s section on Cultural Humility in The Psychology of Financial Planning 1 , Hays and colleagues (2015) present the ADDRESSING strategy to understand the dimensions of identity: A ge and Generation. D evelopment Disability.

Financial Planning 78

Financial Planning Planning Certified Financial Planner Financial Planner 78

Indigo Marketing Agency

JANUARY 17, 2022

Steve Sanduski Steve Sanduski is a CFP® professional and personal coach to financial professionals. She’s given over 600 presentations to more than 10,000 financial professionals since 2015. Jim Blankenship Jim Blankenship is a CFP® professional who specializes in Social Security, income tax, and personal finance. Guess what?

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Investing Caffeine

JULY 1, 2022

However, since 2008, the stock market has generally been on a consistent tear racking up a record of 10 wins, 2 losses (2015 and 2018), and one tie (2011). Slome, CFA, CFP ®. For 2022, the S&P 500 index is down -21%, including -8% last month. In recent years, the U.S. www.Sidoxia.com.

Economy 59

Economy CFP Investing Investments 59

Investing Caffeine

APRIL 1, 2022

On the surface this sounds scary, but do you remember what happened the last time the Fed tapped the interest rate brakes during 2015 – 2018? Slome, CFA, CFP®. The Fed’s goal is to increase the cost of borrowing, thereby slowing down the economy and reducing inflation. www.Sidoxia.com.

Economy 59

Economy Economics Valuation Investing 59

Investing Caffeine

FEBRUARY 1, 2022

Many people have short memories and forget the Fed hiked interest rates 10 times from the end of 2015 through 2018. Slome, CFA, CFP®. Although the Federal Funds interest rate target is expected to increase to 2.5% Furthermore, if you give the Fed the benefit of the doubt of achieving this uncertain target, this 2.5% www.Sidoxia.com.

Math 52

Math Assets Investing Investments 52

Sara Grillo

AUGUST 14, 2023

Kelly Nilsson, CFP®, CDFA®, JD Kelly’s journey in finance began in 1992, and for the first 17 years of her career she worked for financial marketing firms and insurance companies, during which time her clients were financial advisors. She obtained her CFP designation in 2003. Bogle and His Lifelong Battle to Serve Investors First.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

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®. Chris Randall.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Tucker Advisors

NOVEMBER 11, 2021

In 2015 Google added tweets to its search results breaking away from platform-specific messaging and further embedding Twitter in the online framework. If you have qualifications or designations like CFP® or your series 65 , add it to your bio. Since its inception, Twitter has changed a lot. .

Financial Advisor 52

Financial Advisor Accounting Financial Advice Media 52

WiserAdvisor

NOVEMBER 21, 2022

This is where a Certified Financial Planner (CFP) can step in. This article will discuss who a CFP is, their credentials, what they do, and when to hire one. This article will discuss who a CFP is, their credentials, what they do, and when to hire one. Department of Education before appearing for the CFP exam.

Certified Financial Planner 40

Certified Financial Planner Financial Planner CFP Financial Planning 40

The Big Picture

MAY 13, 2025

So we can, we can attract talent in the CFP ranks from multiple 00:25:59 [Speaker Changed] Spots. And there were multiple iterations before personal advisor, personal advisor, which we launched in 2015. So I think we, we had a couple of goes at it before we perfected what I had the really the privilege to lead in 2015.

Clients 130

Clients Investing Investments Management 130

Investing Caffeine

MARCH 25, 2025

billion in 2015 to $4.7 Slome, CFA, CFP Plan. However, the company receives a failing grade for the implementation of its capital allocation strategy. United Therapeutics holds an excessively bloated cash surplus on its balance sheet, which has exploded higher from $1.0 billion in 2024. www.Sidoxia.com Wade W.

Investments 59

Investments Investing Fiduciary Duty Healthcare 59

Sara Grillo

AUGUST 26, 2024

In early 2015, Scott sold his ownership interest in the firm. Robert Wright Robert Wright, CFP® serves as a Financial Planning Professional at Advocacy Wealth Management with over 10 years of experience in the financial planning and services industry. He started Firstmetric a few years later. They love to travel, bake, and swim.

License 52

License Certified Financial Planner Financial Advisor CFP 52

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She’s given over 600 presentations to more than 10,000 financial professionals since 2015. Connect with him on LinkedIn here.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She’s given over 600 presentations to more than 10,000 financial professionals since 2015. Connect with him on LinkedIn here.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Sara Grillo

APRIL 10, 2023

Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short. ” – Robert Wright, CFP For someone to be able to send payments overseas, bitcoin and cryptocurrencies help with that. – Josh Gonzalez, CFP Wright: This happens in pharma as well. Wright: So is cash.

Investments 52

Investments Investing CFP License 52

Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Walkner Condon Financial Advisors

JUNE 27, 2023

I know this feeling because I lost my job 2015. By: Mitch DeWitt, Financial Advisor, CFP®, MBA The post Job Loss Financial Checklist appeared first on Walkner Condon Financial Advisors. The company I was with at the time did a large round of layoffs and my job was eliminated.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52

Walkner Condon Financial Advisors

JUNE 27, 2023

I know this feeling because I lost my job 2015. By: Mitch DeWitt, Financial Advisor, CFP®, MBA The post Job Loss Financial Checklist appeared first on Walkner Condon Financial Advisors. The company I was with at the time did a large round of layoffs and my job was eliminated.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52

Sara Grillo

NOVEMBER 14, 2022

Mettler is a CFP® certificant (INSERT LINK WHEN AVAIL) and he says that even the CFP Board passed a fiduciary guideline. Macchia chimes in, saying he finds it ironic that the first module in the CFP program is risk management, which he interprets to be about insurance. They told him to read the FAQs (lol)! About Gary Mettler.

Insurance 59

Insurance Retirement License Financial Advisor 59

Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. Is it time to say “FU” to your CFP designation? Are they getting a raw deal?

CFP 80

CFP Financial Planner Ethics Financial Planning 80