International College of Financial Planning

JULY 30, 2022

Certified Financial Planner (CFP) is globally the most respected financial designation for personal assets management. Here will discuss why CFP professionals are the first choice for millions of people worldwide regarding managing their finances. By paying for CFP services, you strengthen your overall financial plan.

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Steve Sanduski

JANUARY 13, 2023

At the 2022 CAIS Alternative Investment Summit in Beverly Hills, Miguel and I discussed a paper he wrote on Advanced Diversification , where he used modern portfolio theory to deconstruct the three elements of diversification to quantify the benefits of each of those elements. ” Steve Sanduski, CFP® and Miguel Sosa.

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Indigo Marketing Agency

MARCH 6, 2023

About Larry Lawrence “Larry” Sprung, CFP®, is the founder and wealth advisor at Mitlin Financial, Inc. As a fiduciary advisor, he and his team are dedicated to facilitating the customization of clients’ portfolios as they work toward reaching their financial objectives. Contact us today and let’s get started!

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WiserAdvisor

NOVEMBER 21, 2022

This is where a Certified Financial Planner (CFP) can step in. This article will discuss who a CFP is, their credentials, what they do, and when to hire one. This article will discuss who a CFP is, their credentials, what they do, and when to hire one. Department of Education before appearing for the CFP exam.

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Darrow Wealth Management

JUNE 27, 2022

assets the cold shoulder. equities to an asset allocation. equity may be able to help reduce risk in a portfolio. Having international exposure in your portfolio in the early 2000s and throughout the Global Financial Crisis would have been a key ingredient in reducing overall risk and maintaining some level of investment return.

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Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

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Nerd's Eye View

NOVEMBER 29, 2022

What's unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

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Validea

OCTOBER 12, 2022

By Jack Forehand, CFA, CFP® ( @practicalquant ) —. One of the things we do at Validea is track a variety of ETF based risk management approaches that utilize different methods to diversify equity portfolios. Permanent Portfolio – Grade: C. The concept behind the Permanent Portfolio is a simple one.

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Zoe Financial

APRIL 4, 2023

A diversified portfolio means investing in a variety of asset classes. Let’s discuss asset classes in terms of something everyone understands – shoes. Like asset classes, they each serve a purpose, and it is a good idea for your closet, and your portfolio, to have some of each. Boat Shoes – U.S.

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Darrow Wealth Management

MARCH 11, 2024

A securities-backed line of credit (SBLOC) allows investors to get cash by borrowing against their investable assets versus liquidating their portfolio. In the right situation, a line of credit on your investment assets to buy a home is a great strategy. Borrowing against your portfolio involves risk.

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Harness Wealth

MAY 25, 2023

Keep in mind that many financial advisor certifications and distinctions, including the Certified Financial Planner (CFP) , uphold strict ethical standards, and require their financial advisors to act as a fiduciary, meaning that they must put the needs and best interests of the clients ahead of their own. Between 0.5%

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International College of Financial Planning

JULY 10, 2023

Understanding the Role of a Certified Financial Advisor An investment or certified financial advisor is a financial professional who provides guidance and recommendations to clients regarding their investment portfolios. They play a crucial role in determining credit limits and making decisions related to credit management.

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Carson Wealth

OCTOBER 26, 2022

Kevin Oleszewski, CFP ® Senior Wealth Planner. As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting. A net neutral tax position. What Is Tax Loss Harvesting?

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Tobias Financial

APRIL 13, 2023

Our Chief Investment Officer Matthew Saneholtz, CFA, CFP®, EA shared a few thoughts on building a portfolio that meets your financial goals. Time Horizon can dictate how aggressive your portfolio should be depending on how long you have until the goal is here. Have you been concerned about the recent volatility in the markets?

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Carson Wealth

JANUARY 14, 2023

CFP ® , Director of Consumer Investment Research  Being a fiduciary is holding a duty to a client that a financial advisor will act in the best interests of the client rather than the best interests of the advisor, the advisor’s employer, or any other entity. This may sound simple. Craig Lemoine, Ph.D., Why Choose a Fiduciary?

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Carson Wealth

MARCH 7, 2024

By Jake Anderson, CFP ® , Wealth Planner When helping clients begin retirement planning, the same questions often arise: What should my retirement plan look like? Let’s look at a few of the starting points today for a healthy retirement savings portfolio. How much should I be saving? Again, I wish I had that crystal ball!

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MainStreet Financial Planning

APRIL 4, 2023

Hosted by: Cynthia Flannigan , CFP ® Guest commentator: Homa Rassouli Reverse Mortgage Specialist, Mutual of Omaha As a homeowner, you are building equity in your home. This is an asset that, if needed, can be accessed as a valuable cash flow for seniors in retirement to meet your living expenses or goals. Reverse Mortgages!

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Darrow Wealth Management

MARCH 6, 2023

Morgan Asset Management analysis using data from Bloomberg. But regardless of the point of entry, over time, a diversified portfolio has produced positive returns. And it’s critical to remember that concentrations in one sector or industry means your portfolio may not follow the same historical market trends. Source: J.P.

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Your Richest Life

AUGUST 11, 2023

Note: Make sure that any non-retirement assets are titled in the name of the trust in order for them to be valid. They’ll help close your accounts, file your will and distribute your assets the way you’ve specified. The trustee is responsible for acting as the legal owner of the trust and handles managing and distributing the assets.

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Gemini BITRIA

DECEMBER 19, 2021

Managing client assets is time-consuming – and particularly challenging when working with a new asset class you’re less familiar with, like Bitcoin and other digital assets.

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Sara Grillo

APRIL 11, 2022

We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not.

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International College of Financial Planning

MAY 9, 2024

This integration has revolutionized investment advisors’ operations, enhancing their ability to manage portfolios and interact with clients. This seamless connectivity offers a unified view of all financial assets and liabilities, providing a holistic overview that often needs to be added when managing finances manually.

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Darrow Wealth Management

FEBRUARY 19, 2024

Outright sales Using options strategies Loss harvesting Investment choices in other portfolio holdings Other potential solutions Before diving into these five strategies, let’s first review some special tax situations that could prove highly beneficial for certain investors. However, there are drawbacks of going this route.

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Zoe Financial

APRIL 26, 2023

O’Brien, CFP®, EA Zoe Vetted Advisor Counter-Attack: Protecting Your Investments Published April 26th, 2023 Reading Time: 5 minutes Written by: Scott W. O’Brien, CFP®, EA Zoe Vetted Advisor A Counter-Attack is a defensive chess strategy that consists in attacking your enemy after they attack you.

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Validea

FEBRUARY 22, 2023

By Jack Forehand, CFA, CFP® ( @practicalquant ) — We all want to own great companies. The logical progression from that idea is that building a portfolio of high-quality companies should lead to great investment returns over time. There are many nuances to using quality in an investment portfolio that are important to understand.

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Your Richest Life

JUNE 30, 2022

It can feel disheartening to check on your portfolio and see poor returns, but don’t panic; we’ll cover why it’s better to weather the turbulent times to get the long-term rewards. What does that mean for your portfolio? That’s why it’s so important to have a well-balanced portfolio. Stocks Weather Down Economies.

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Validea

MARCH 8, 2023

By Jack Forehand, CFA, CFP® ( @practicalquant ) — There are some core principles that are supposed to govern investing. The first is standard deviation, which measures the standalone volatility of any asset. The second is beta, which takes into account how the asset moves relative to the market in addition to its own volatility.

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International College of Financial Planning

JULY 31, 2023

The value of their expertise lies in their ability to analyze market trends, assess risk, and create diversified portfolios that align with individual objectives. Building a Diversified Portfolio: Diversification is a fundamental principle of sound investing. By diversifying investments advisors can help with asset allocation.

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Carson Wealth

AUGUST 25, 2022

Simple heuristics – such as planning on spending 70% of your current income or being able to spend down a fixed percentage of your portfolio annually – fall short when life gets in the way. They can help you determine your risk tolerance and build an investment portfolio you will be more likely to tick with when times get tough.

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Sara Grillo

MAY 16, 2022

Evanson Asset Management. Asset tiers include all accounts in a household combined and the minimum yearly fee is $550 per household. It is important to note that this would only be a low cost option for larger portfolios. It is important to note that this would only be a low cost option for larger portfolios.

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Sara Grillo

APRIL 10, 2023

There is no underlying asset that drives the value. It’s not an asset so why would you hold it? But to own crypto… Wright: Is gold an asset? ” -Scott Salaske Salaske says that it would be have to have a growth driver or utility, or else it would be like picking up a rock and putting it into your portfolio.

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Carson Wealth

DECEMBER 13, 2022

CFP ® , Director of Consumer Investment Research . Both should be fluent in the language of stocks, bonds, mutual funds, exchange traded funds, asset allocation, dollar cost averaging and both know the differences and applications of various types of retirement accounts. Craig Lemoine, Ph.D., Why the confusing variety?

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Investing Caffeine

APRIL 3, 2023

Well, that’s exactly what happened in the case of Silicon Valley Bank (SVB), the 2nd largest bank failure in history ($209 billion in assets), and cryptocurrency-heavy Signature Bank, the 3rd largest banking collapse in history – $110 billion in assets (see below). Slome, CFA, CFP ® Plan. www.Sidoxia.com Wade W.

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Fortune Financial

SEPTEMBER 25, 2023

Your risk tolerance will influence your investment strategy and asset allocation. Certified Financial Planner (CFP) CFPs are professionals who have completed rigorous education, passed a comprehensive exam and have substantial experience in financial planning. Advisors charge a percentage of your total assets that they manage.

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Investing Caffeine

MARCH 1, 2024

It took the Nikkei over 34 years to surpass its previous record peak, which was last achieved in 1989 when Japan experienced a massive bursting of an asset bubble. You certainly can, and should, take advantage of the AI revolution in your investment portfolio to support your retirement goals, but successful investing requires more than that.

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Truemind Capital

SEPTEMBER 10, 2019

It requires not just sophisticated skill-set for asset allocation calls (across asset classes, sub-categories, and schemes), the temperament to keep emotions under check but also an ability to quickly understand the impact of the latest market developments (global and domestic) on various asset classes in a rapidly-changing world.

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WiserAdvisor

DECEMBER 1, 2023

A financial advisor for doctors can be an indispensable asset, offering insights to these specialized professionals on how to manage their money. From dividing assets to managing ongoing financial responsibilities, expert financial advice for physicians can help mitigate the impact of this challenging life transition.

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