Nerd's Eye View

OCTOBER 31, 2023

Jon is the Founder and CIO for Echo45 Advisors, an independent RIA based in Walnut Creek, California, that oversees $163 million in assets under management for more than 180 client households. My guest on today's podcast is Jon Henderson.

Financial Advisor 214

Financial Advisor Estate Planning Clients Education 214

Good Financial Cents

NOVEMBER 9, 2022

Having enough income-producing assets working in your favor can make it possible to “live rich” – or at least get by – without ever having to clock in for an employer again. These people have income-producing assets spinning off profits or dividends, and they use those funds to pay for their bills and lifestyle.

Assets 92

Assets Investing Investments Accounting 92

Nerd's Eye View

OCTOBER 3, 2023

Brett is the Founder of Brett Danko Educational Center, a CFP Board Education and Exam Prep provider, and the CEO and Managing Partner for Main Street Financial Solutions, an independent RIA based in Newtown, Pennsylvania, that oversees almost $2 billion in assets under management for nearly 1,700 client households.

Certified Financial Planner 238

Certified Financial Planner CFP Education Financial Advisor 238

Wealth Management

MARCH 1, 2023

Big financial institutions don’t feel the need to offer competitive rates on certificates of deposit, which are universally below the world’s safest asset: Treasury bills.

Certification 71

Certification Banking Assets 71

International College of Financial Planning

JULY 30, 2022

Certified Financial Planner (CFP) is globally the most respected financial designation for personal assets management. Credentials matter in any profession and when it comes to personal finance, there’s no certification more highly coveted than Certified Financial Planner. For e.g. saving for a home, retirement, or Higher education.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Assets CFP 52

Advisor Perspectives

APRIL 17, 2023

The Digital Assets Council of Financial Professionals (DACFP) gives financial professionals the ability to establish expertise in blockchain technology and digital assets through its online self-study program, the Certificate in Blockchain and Digital Assets®, webinars and conferences, video interviews with leaders in the field, the DACFP Yellow (..)

Certification 52

Certification Consulting Assets 52

Trade Brains

DECEMBER 5, 2023

Top 7 Derivatives Trading Courses in 2024 : Derivatives are secondary markets where the performance of an instrument is dependent on an underlying asset or a group of assets. 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

Mish Talk

NOVEMBER 28, 2022

HEX issues " Certificates of Deposit " that yield as much as 40 percent interest paid in HEX of course, not dollars. BlockFi Files Bankruptcy Earlier today I noted, BlockFi Bites the Dust, Hundreds of Thousands of Customer Assets Wiped Out What Happened? Abandon ship while you still can! " HEX Price History. HEX is down to 2.4

Certification 158

Certification Assets Banking Investing 158

MarketWatch

MARCH 10, 2023

Uninsured depositors will get a receivership certificate and may be entitled to dividends once the FDIC sells the bank’s assets. The bank had about $209 billion in total assets as of Dec. The FDIC said all insured depositors will have full access to their accounts no later than Monday morning. 31, and about $175.4

Banking 76

Banking Certification Insurance Accounting 76

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

Clever Girl Finance

NOVEMBER 20, 2023

Get a death certificate Two weeks after the death of a loved one is when you should start going through the process of closing accounts, organizing the estate, and initiating probate if necessary. You’ll need a death certificate for most of these tasks, so starting there is a good idea. You might also need a probate lawyer.

Certification 83

Certification Accounting Insurance Planning 83

International College of Financial Planning

JULY 10, 2023

Credit Manager: Credit managers are professionals responsible for overseeing and supervising credit assets within an organization. Qualifying Certification Exams for Investment Advisors Individuals must clear the necessary qualifying exams to become certified investment advisors in India.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

International College of Financial Planning

JUNE 14, 2023

Experience Personal investment advisors or non-individual investment advisors’ chief officers should have at least five years of experience in financial product guidance, securities, funds, assets, or portfolio management. For individual investment advisors, the net worth should be a minimum of INR 5 lakhs in tangible assets.

Investment Advisor 52

Investment Advisor Investing Investments Certification 52

Nerd's Eye View

APRIL 25, 2023

that oversees $143 million in assets under management (AUM) for nearly 75 client households. Welcome back to the 330th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ari Weisbard. Ari is Managing Partner of Values Added Financial, an independent RIA based in Washington, D.C.,

Management 242

Management Financial Advisor Clients Ethics 242

International College of Financial Planning

JUNE 10, 2022

CFP, also known as Certified Financial Planner , is a certification given by the Financial Planning Standards Board (FPSB) to professionals who wish to take up financial planning. This certification is recognized internationally and considered the best for financial planning training, education, and ethical practice. .

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

Walkner Condon Financial Advisors

APRIL 21, 2023

Fee-Only financial advisors are most often compensated as a percentage of assets (AUM), though also may be paid hourly, as a retainer, or as a flat fee, depending upon the planner you choose. How we are Compensated At Walkner Condon we use the assets under management (AUM) model. We use them as the custodian for our clients’ assets.

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

Clever Girl Finance

SEPTEMBER 11, 2023

Liquidity means you have a sufficient amount of accessible liquid assets that you can easily convert into cash. E.g., your liquid net worth, when you add all of your liquid assets together and subtract your liabilities. The asset must maintain a large number of readily-available, interested buyers.

Investing 73

Investing Investments Accounting Assets 73

Trade Brains

DECEMBER 7, 2023

Financial Education Certification by NISM National Institute of Securities Market(NISM) is a financial initiative by SEBI that offers courses related to investing. The Financial Education Certification Series XVIII course offered by NISM is a text-based self-study course that contains 12 modules. You can enroll in the course here.

Budgeting 59

Budgeting Certification Education Asset Allocation 59

Nerd's Eye View

AUGUST 15, 2022

But while new fee models have allowed fee-only advisors to reach an expanding range of potential clients, there are many Americans who could benefit from professional financial advice but might not have sufficient income or assets to pay for it.

Clients 167

Clients Financial Advice Financial Planning Fee Only 167

International College of Financial Planning

APRIL 20, 2022

This article will discuss the basics of financial planning , the education and certifications required to become a financial planner, and how to develop your financial planning skills and network. The next step is to analyze your current financial situation is looking at your income, expenses, assets, and liabilities.

Financial Planner 52

Financial Planner Certification Education Certified Financial Planner 52

Clever Girl Finance

AUGUST 15, 2022

Liquidity means you have a sufficient amount of accessible liquid assets that you can easily convert into cash. Liquid investments are assets that can easily be converted into cash in a short amount of time with little to no decrease in their value. The asset must maintain a large number of readily-available, interested buyers.

Investing 77

Investing Investments Certification Assets 77

Nerd's Eye View

AUGUST 15, 2022

But while new fee models have allowed fee-only advisors to reach an expanding range of potential clients, there are many Americans who could benefit from professional financial advice but might not have sufficient income or assets to pay for it.

Clients 151

Clients Financial Advice Financial Planning Fee Only 151

Trade Brains

NOVEMBER 30, 2023

The course helps to understand the concept of mutual funds, to know about the roles of custodians, and asset management companies, to learn about tax and regulatory issues, and to understand the fundamentals of net asset value computation and various investment plans. You can enroll in the course here.

Certification 59

Certification Education Financial Planning Wealth Accumulation 59

Talon Wealth

OCTOBER 26, 2023

To determine your net worth, it is necessary to subtract your liabilities from your assets, which would be your overall financial value. Assets are things like cash, investments, and property that you own and have value. How to Calculate Your Net Worth To calculate your net worth, gather information about your assets and liabilities.

Assets 52

Assets Retirement Accounting Certification 52

Ballast Advisors

MARCH 15, 2023

.” This refers to a partnership between the RIA and a financial institution that acts as the custodian of the client’s investment assets. For example, Ballast Advisors uses Charles Schwab as custodian for client investment assets. As an investor, here are three key questions you should be asking your RIA: 1.

Banking 75

Banking Investment Advisor Certification Assets 75

Integrity Financial Planning

SEPTEMBER 12, 2022

This bucket is for high-growth assets that may grow a lot in value but could see significant pullbacks during a downturn. The Safe Bucket often refers to assets that may not have a great upside but don’t have as much of a downside. This allows you to steadily build up your income-earning assets without having to time the market.

Retirement 84

Retirement Risk Tolerance Retirement Planning Certification 84

International College of Financial Planning

JANUARY 31, 2024

Financial training programs lay the groundwork for lifelong learning, encouraging further certifications and engagement with industry developments. These include certification programs, professional development courses, and specialized workshops, each offering unique benefits and learning experiences.

Certification 52

Certification Education Wealth Management Financial Planning 52

Trade Brains

NOVEMBER 14, 2023

Research Analyst Certification Exam by NISM The research analyst certification exam offered by NISM is a valuable course to learn how to analyze securities for valuable investing. The course discusses the fundamentals of securities, mutual funds, and derivative segments with various techniques of investing for better understanding.

Investing 59

Investing Investments Certification Education 59

James Hendries

JUNE 16, 2023

Estate planning helps disperse your assets according to your wishes. Create an Inventory of Physical Assets One of the first steps in creating an estate plan is knowing what you have, so you may list the items to include in the estate. Take Stock of Your Non-Physical Assets You may also need to inventory your non-physical assets.

Estate Planning 52

Estate Planning Planning Accounting Assets 52

Talon Wealth

JUNE 16, 2023

To determine your net worth, it is necessary to subtract your liabilities from your assets, which would be your overall financial value. Assets are things like cash, investments, and property that you own and have value. How to Calculate Your Net Worth To calculate your net worth, gather information about your assets and liabilities.

Assets 52

Assets Retirement Accounting Certification 52

Walkner Condon Financial Advisors

APRIL 17, 2023

Fee-Only financial advisors are most often compensated as a percentage of assets (AUM), though also may be paid hourly, as a retainer, or as a flat fee, depending upon the planner you choose. At Walkner Condon we use the assets under management (AUM) model. We get paid based on a percentage of a client’s assets that we manage.

Fee Only 52

Fee Only Financial Advisor Certified Financial Planner Commission 52

Trade Brains

NOVEMBER 23, 2023

Derivatives are secondary markets where the performance of an instrument is dependent on an underlying asset or a group of assets. Equity Derivatives Certification by NISM National Institute of Securities Market (NISM) is a financial initiative by SEBI that offers various courses related to investing and trading.

Risk Management 59

Risk Management Certification Education Management 59

Validea

JUNE 9, 2023

Over the last 15 years, cash has fallen out of favor as it didn’t earn much and was a drag on portfolios while other assets soared. But now, cash is a valuable asset, not just as a defense but as an offense too, contends Jason Zweig in an article in The Wall Street Journal.

Certification 52

Certification Banking Taxes Accounting 52

Validea

JUNE 9, 2023

Over the last 15 years, cash has fallen out of favor as it didn’t earn much and was a drag on portfolios while other assets soared. But now, cash is a valuable asset, not just as a defense but as an offense too, contends Jason Zweig in an article in The Wall Street Journal.

Certification 52

Certification Banking Taxes Accounting 52

Good Financial Cents

DECEMBER 22, 2022

Certificates of Deposit . Certificates of Deposit. Note that Fundrise requires a 0.15% annual advisory fee and an annual asset management fee of up to 0.85%. Certificates of Deposit. Like certificates of deposit (CDs), these accounts are FDIC-insured in amounts up to $250,000 per deposit per account. Index Funds.

Investing 108

Investing Investments Risk Tolerance Accounting 108

Carson Wealth

SEPTEMBER 5, 2022

Securities are assets that have a value determined by any number of influencing factors. Investors buy and sell securities with the goal of earning profits if the value of the asset increases. . Securities don’t have inherent value, but they have worth in the rights they provide, such as rights to assets or voting rights.

Commission 52

Commission Certification Financial Advisor Assets 52

WiserAdvisor

MARCH 13, 2024

At its core, investment planning ensures that your financial resources are strategically allocated to various asset classes in accordance with your risk tolerance and investment objectives. Asset diversification is an essential component of effective tax planning.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105