Nerd's Eye View

AUGUST 11, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Massachusetts Secretary of the Commonwealth has launched an investigation into how investment firms are using artificial intelligence-enabled technologies, echoing concerns expressed by the SEC that these tools could be used (..)

Financial Planner 242

Financial Planner Certification CFP Clients 242

Tobias Financial

AUGUST 17, 2023

Are you considering opening a certificate of deposit (CD) account? Our CEO, Marianela Collado , CPA/PFS, CFP®, CDS®, was recently quoted in MarketWatch sharing her insights on the process of opening a CD account.

Certification 52

Certification Accounting CFP Investing 52

The Big Picture

AUGUST 1, 2022

I’ve been an Amazon customer since my college roommate gave me a gift certificate in 1998. They seem to have frittered away their biggest advantage: The friction of setting up a new account. Let’s use Amazon as an example, but we could easily run the same exercise for all six of the behemoths. ~~~.

Advertising 361

Advertising Retail Electronics Insurance 361

Good Financial Cents

OCTOBER 27, 2022

While the best savings accounts used to come from traditional brick-and-mortar institutions, this is no longer the case at all. The reality is, many online banks and fintech companies offer savings accounts with lower fees (or no fees) these days, and their interest rates are much more competitive than you’ll find elsewhere.

Accounting 91

Accounting Banking Insurance Certification 91

Nerd's Eye View

APRIL 4, 2024

In other professional industries like accounting and law, the training and development of newly minted CPAs and attorneys are often provided by the largest firms who hire and train in bulk each year, knowing full well that many new hires will move on in just a few years.

Financial Planner 246

Financial Planner CFP Professional Services Financial Planning 246

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Financial Planner 189

Financial Planner Financial Advisor Certification Estate Planning 189

Abnormal Returns

MAY 2, 2023

(alphaarchitect.com) The CFA Institute has created a separate Data Science for Investment Professionals Certificate. papers.ssrn.com) Why intangibles matter - accounting conservatism distorts results. institutionalinvestor.com) Research How to use ChatGPT to summarize financial disclosures.

Certification 130

Certification Accounting Investing Investments 130

MazumaBusinessAccounting

MAY 31, 2022

At Mazuma, our accounting experts help our clients save and organize important financial information in a secure online portal so the information never gets lost and is easily accessible. Therefore, create a file for all banking and investment records for both your personal and business accounts. for insurance purposes.

Certification 98

Certification Taxes Medical Accounting 98

MarketWatch

MARCH 13, 2023

million in accounts with SVB Financial Group’s SIVB Silicon Valley Bank, which was closed by regulators last week. Uninsured depositors will receive a receivership certificate for the remaining amount of their uninsured funds.” BNGO rallied 1.3% That exposure compares with the $5.1 The stock has plummeted 39.9%

Accounting 74

Accounting Certification Insurance Banking 74

International College of Financial Planning

OCTOBER 26, 2023

When the client engages with the estate planning attorney, the financial planner already collates and structures pivotal financial documents, encompassing existing estate documents, tax returns, and financial account summaries.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

MainStreet Financial Planning

MARCH 29, 2023

If you want your money to be completely liquid, consider high yield savings accounts, money market accounts or money market mutual funds. High yield savings accounts This type of savings account offers higher interest rates on deposits than local banks. Current rates are 3.75%-4.30%.

Certification 97

Certification Accounting Banking Insurance 97

Walkner Condon Financial Advisors

FEBRUARY 28, 2023

These funds should be held in a liquid account that can be easily accessed in case of a sudden emergency or unexpected expense. However, not all savings accounts are created equal. In the environment we are in now, with inflation being as high as it is, you are losing money if you are sitting on a large pile of cash in a bank account.

Accounting 98

Accounting Banking Certification Financial Advisor 98

Clever Girl Finance

AUGUST 15, 2022

If you've done any reading about personal finance and how to strengthen your personal finances for today, tomorrow, and the future, then you've undoubtedly read about the importance of investing in retirement accounts. Short-term highly liquid assets and accounts. No-penalty certificates of deposit. High-yield savings accounts.

Investing 105

Investing Investments Certification Accounting 105

International College of Financial Planning

OCTOBER 26, 2023

Typical areas of study include finance, economics, business, and accounting. Certification Matters For those with sights set on becoming a Certified Financial Planner®, the journey involves completing a CFP® certification program. Embark on this journey with dedication, and the world of financial planning awaits you!

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Good Financial Cents

DECEMBER 22, 2022

Certificates of Deposit . High-Yield Savings Accounts . Open a Health Savings Account (HSA) . Certificates of Deposit. High-Yield Savings Accounts. Open a Health Savings Account (HSA). With M1 Finance, you can invest without fees, and opening an account is a breeze. Open an Account.

Investments 108

Investments Investing Risk Tolerance Accounting 108

Good Financial Cents

DECEMBER 9, 2022

What Types of Accounts are Best for Compounding? 1) Certificates of Deposit (CDs). 3) Money Market Accounts. For those of you who like to see the numbers, here’s an example of compound interest at work: Suppose you invest $1,000 in a five-year certificate of deposit, paying 5% and compounded annually. 11) Crypto .

Investing 103

Investing Investments Accounting Certification 103

Nationwide Financial

JUNE 9, 2023

From 2010-2019, the average interest rate on a one-year certificate of deposit was about.5%, Do a quick Google search and you’ll find multiple offers of annual percentage yield (“APY”) on certificates of deposit of more than 5%. This allowed the Federal Reserve to leave interest rates low. 5%, never even topping 1%.

Retirement 98

Retirement Clients Certification Taxes 98

Good Financial Cents

JANUARY 6, 2023

High-Yield Savings Account. High-Yield Certificates of Deposit. Money Market Account. Health Savings Account (HSA). High-Yield Savings Account. High-yield savings accounts come with FDIC insurance , meaning your deposits are federally protected in amounts up to $250,000 per depositor per account.

Investments 91

Investments Investing Accounting Certification 91

Clever Girl Finance

JUNE 27, 2023

Accountant 5. Although you’d still crush it with certifications and experience on specific programs such as Microsoft or Oracle. Their duties also include managing payroll and working with an accountant or tax preparer to file the company’s tax return. Accountant Accountants balance a business’s books and file tax returns.

Certification 98

Certification Recruitment Engineering Media 98

Integrity Financial Planning

MARCH 19, 2023

As a result, and due to the fact that, like many large bank accounts, most of SVB’s funds were not covered by the FDIC (Federal Deposit Insurance Corporation), other venture capital firms and tech companies panicked, yanking their funds due to the stock loss. IRAs, trusts, and other accounts are also subject to limits on coverage amounts.

Insurance 97

Insurance Insurance Coverage Banking Accounting 97

MarketWatch

MARCH 10, 2023

The FDIC said all insured depositors will have full access to their accounts no later than Monday morning. Uninsured depositors will get a receivership certificate and may be entitled to dividends once the FDIC sells the bank’s assets. Customers with more than $250,000 in their accounts should contact the FDIC at 1-866-799-0959.

Banking 76

Banking Certification Insurance Accounting 76

Carson Wealth

JULY 12, 2022

Professional Certifications for Financial Advisors. Professional certifications and degrees, or the letters that come after a name, represent additional steps an advisor has taken on their professional journey. . Only a Certified Public Accountant (CPA) can hold a PFS designation. CPA – Certified Public Accountant.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Clever Girl Finance

SEPTEMBER 11, 2023

If you’ve done any reading about why personal finance is important and how to strengthen your personal finances for today, tomorrow, and the future, then you’ve undoubtedly read about the importance of investing in retirement accounts, which is different from liquid investing. Some offer up to 5.3%

Investing 98

Investing Investments Accounting Assets 98

Trade Brains

DECEMBER 5, 2023

Equity Derivatives certification by NISM National Institute of Securities Market (NISM) is a financial initiative by SEBI that offers courses related to investing and trading. The Equity Derivatives certification series VIII course offered by NISM is a text-based self-study course that contains 10 modules.

Certification 105

Certification Risk Management Education Management 105

Darrow Wealth Management

OCTOBER 10, 2022

So if you’re still keeping savings in a bank account yielding.01% High-yield savings accounts and money markets. Keeping a large amount of cash in one of these accounts these days means missing out on sizable risk-free returns. High-yield savings and money market accounts are currently offering rates between 2-3% annually.

Accounting 102

Accounting Banking Certification Government 102

Good Financial Cents

JULY 6, 2023

residents 18+ and subject to account approval. Stash your cash in your emergency fund, which is hopefully held in a high-yield savings account. With the best passive investments, you don’t have to do any work outside of contributing more money to your account every month. Download Now Offer valid for U.S. Save your money.

Investments 98

Investments Investing Accounting Certification 98

Good Financial Cents

JULY 19, 2023

Certificates of Deposit (CDs) work similarly to online savings accounts or money market accounts in terms of offering great returns with zero risk. Although CDs offer less liquidity than a regular checking account or savings account, you might get a higher rate of return with this financial product.

Banking 63

Banking Certification Accounting Advertising 63

Your Richest Life

OCTOBER 1, 2022

If you live in an area that frequently deals with hurricanes or other major storms, you might even want to set aside a special savings account for that purpose. Then, if you need to run to the store to stock up on storm essentials, you have a designated account to do so. Birth certificates. Have the Appropriate Insurance.

Food 104

Food Insurance Certification Fee Only 104

MainStreet Financial Planning

MARCH 15, 2023

Even though the federal government has rescued SVB and guaranteed all deposits over the FDIC insurance limit of $250,000 per account, that doesn’t mean they will be doing it again for other banks. In the United States, any individual account with a balance of up to $250,000 at a bank is insured. and are not protected by SIPC.

Insurance Coverage 94

Insurance Coverage Insurance Accounting Banking 94

Zoe Financial

FEBRUARY 21, 2023

Depending on your situation, you may need the help of a financial advisor or an accountant. Dear Zoe Experts, I’ve been looking for tax planning guidance and am deciding whether to hire a financial advisor or an accountant. Depending on your situation, you may need the help of a financial advisor or an accountant.

Financial Advisor 40

Financial Advisor Accounting Certified Financial Planner Certification 40

Good Financial Cents

DECEMBER 29, 2022

Simply open an account, transfer some money to get started, and select a portfolio option that aligns with your appetite for risk and your goals. Open an Account. A Roth IRA is a type of investment account that lets you invest after-tax dollars for retirement. Another solid option to check out is Realty Mogul. Risk level : Low.

Investing 119

Investing Investments Accounting Commission 119

Good Financial Cents

AUGUST 11, 2022

Robo-advisors offer easy account setup, robust goal planning, account services, and portfolio management all at a reasonable price - start investing today by clicking on your state. That plan that accounts for all your hopes, dreams, and wishes should then dictate the investments you choose. Certificates of Deposit (CDs).

Investments 110

Investments Investing Marketing Marketing 110

Good Financial Cents

DECEMBER 13, 2022

Plus, the current rise in interest rates has made it worthwhile to have some money in savings accounts again. High-Yield Savings Accounts . Open a Brokerage Account . Certificates of Deposit (CDs) . Open a Health Savings Account (HSA) . High-Yield Savings Accounts. But where should you invest your $15,000?

Investing 87

Investing Investments Accounting Certification 87

Good Financial Cents

OCTOBER 3, 2022

Checking and money market accounts, and CDs. Online savings, checking account, money market, and CDs. Online savings, checking account, money market, and CDs. Savings, interest checking, and children’s accounts. None, but you must make a deposit within 60 days of opening your account. Minimum Balance Required None.

Banking 100

Banking Accounting Electronics Investing 100

Clever Girl Finance

MARCH 14, 2023

Portfolio income is the money you make from an investment account, and there are several ways to earn it. Portfolio income is income earned from investment accounts. Interest Interest-bearing accounts often show up on lists of ways to make passive income. For example, you have a savings account that earns interest.

Portfolio 105

Portfolio Risk Tolerance Accounting Taxes 105

Good Financial Cents

FEBRUARY 15, 2023

For example, you may hold some of your investments with a robo-advisor while maintaining an account with an investment brokerage firm for self-directed investing. Available accounts: Joint and individual accounts; traditional, Roth , rollover, SEP, and SIMPLE IRAs; Solo 401(k)’s ; trusts and custodial accounts.

Investing 94

Investing Investments Commission Risk Tolerance 94

Integrity Financial Planning

SEPTEMBER 12, 2022

It requires a different perspective on your wealth and income that accounts for your needs in different stages of your life, from the beginning of your working years through your retirement. This usually consists of cash held in checking accounts, savings accounts, or short-term Certificate Deposit accounts.

Retirement 84

Retirement Risk Tolerance Retirement Planning Certification 84