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2024 Recap: Markets, Economy and What’s Ahead

Your Richest Life

2024 Recap: Interest Rate Changes and Future Cuts 2024 brought the first interest rate cuts wed seen since 2020. As we mentioned above, the Fed met in December for its most recent rate cut, as well as to discuss plans for the year ahead. We could see more market turbulence as we move through the beginning of the year. percent to 5.5

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Turn Off TV – Emperor Media Has No Clothes!

Investing Caffeine

COVID-19 Pandemic (2020) With over 3 million deaths worldwide and a grinding halt to the global economy, markets initially fell roughly -35%. Slome, CFA, CFP Plan. The media went into overdrive regarding the nuclear unease, but the market brushed it off and continued climbing +58% over the next few years. www.Sidoxia.com Wade W.

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Mideast War an Investor Bore as Markets Soar

Investing Caffeine

During financial stress—like the 2008 crisis or the COVID crash in 2020—CDS prices surge as investors seek protection. For context, that’s 40% more than the company spent over the entire 2000–2020 period combined. Slome, CFA, CFP® Plan. In the U.S., www.Sidoxia.com Wade W.

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Transcript: Karin Risi, Vanguard’s Chief of Strategy & Product

The Big Picture

As you mentioned, we began offering in 2020. When I was at Vanguard, of course, in 2020, we partnered with Harbor vests. So we can, we can attract talent in the CFP ranks from multiple 00:25:59 [Speaker Changed] Spots. Tell us about this evolution. I think we began offering a private equity fund to some of our retail investors.

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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

So, in the late 1960s, a movement began to organize and promote best practices that would establish financial planning as a true profession. As a result, in 1973, a group of 35 planners became the inaugural recipients of the CFP marks.

CFP
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Best Practices For Running A Financial Planning Internship Program (And Creating A More Productive Outlook)

Nerd's Eye View

Traditionally, financial planning internship programs have offered students who are aspiring financial planners a way to prepare for entering the workforce by gaining real-world experience in advisory firm settings (as well as a way to get their foot in the door with prospective employers).

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What (Really) Makes Advisors More Productive And The Third Kitces Research Study On Advisor Productivity

Nerd's Eye View

2022 marks the 50 th anniversary of the enrollment of students into the first Certified Financial Planner (CFP) course, and in the years since then, financial planning (and the process of creating a financial plan) has changed extensively. A lot has changed since 2020, though.