Walkner Condon Financial Advisors

MAY 12, 2023

It’s a busy job managing our online presence through our website, newsletters, blog posts, our podcasts, and YouTube videos. Schwab / TD Ameritrade Merger TD Ameritrade was acquired by Charles Schwab and the deal was completed in October 2020.

Executive Compensation 52

Executive Compensation Clients Communication License 52

Walkner Condon Financial Advisors

JULY 27, 2023

It’s a busy job managing our online presence through our website, newsletters, blog posts, our podcasts, and YouTube videos. Schwab / TD Ameritrade Merger TD Ameritrade was acquired by Charles Schwab and the deal was completed in October 2020.

Executive Compensation 52

Executive Compensation Clients Communication Education 52

Sara Grillo

SEPTEMBER 12, 2022

For those of you who are new to my blog, my name is Sara. Salary is excessive, compensation consultant appointed by the CEO, Keller earned $1,009,329 as disclosed on the Form 990 for 2020. It was reported in the CFP Board’s 2020 Form 990 that there were 84 disciplinary actions taken against members. Is that too much?

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

APRIL 11, 2023

In the first quarter of 2020 when COVID shut the global economy down, everybody felt that the right thing for companies to do is hold back cash. You have a blog. What was that period like in 2020 and ‘21? It certainly lagged the stock market and executive compensation. I think of buybacks as flexible dividends.

Valuation 286

Valuation Education Government Numbers 286