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Weekend Reading For Financial Planners (October 28-29)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity (..)

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50th Anniversary Of The CFP Marks: The Journey, Current State Of CFP Board, And Growing The Financial Planning Profession

Nerd's Eye View

Gradually, CFP Board also raised the ethical standards for CFP professionals, introducing a fiduciary standard on financial planning in 2008 and, in 2020, an expanded fiduciary standard that applies whenever the certificant is giving financial advice.

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2022 Highlights — The Top 22 Nerd’s Eye View Blog Posts You Might Have Missed

Nerd's Eye View

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). In the meantime, I hope you're having a safe and happy holiday season. Read More.

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Market Drama

Zoe Financial

First quarter 2023 earnings are now tracking toward negative 4.5% (the market was expecting even worse numbers). We believe financial advice should come from unbiased and certified professionals. Earnings: Average hourly earnings went up more than expected. Earnings are coming in better than expected.

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Market Drama

Zoe Financial

We expect this number to keep coming down. Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. What to look for in this upcoming week?

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Market Drama

Zoe Financial

Core PCE inflation numbers were better than expected. We believe financial advice should come from unbiased and certified professionals. Bad quarter but still a good year. Economic Snapsot: Influence coming from the Fed communicating interest rates may keep hiking. Potential recession worries. Concerns of a government shutdown.

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Market Drama

Zoe Financial

Total non-farm job numbers were 187,000 above expectations of 170,000. If we continue to see better-than-expected inflation numbers lose their job market, but not a full blown recession, that seems to be the sweets pot for treasury yields to be falling and for stock markets to continue to go up. Economic Data: In August, U.S.