Validea

OCTOBER 10, 2024

In this episode of Excess Returns, we sit down with Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth and author of the popular investing blog “A Wealth of Common Sense.” This conversation offers valuable lessons for investors at all levels, from beginners to seasoned professionals.

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Marketing Marketing Investment Planning Economy 52

Sara Grillo

OCTOBER 31, 2022

In this blog, Scott Salaske of Firstmetric and I discuss the proper way to read a Form ADV so that you can get the information you need to make an informed choice and avoid working with a financial advisor who is a lying, deceptive grifter. No, we did not intentionally plan to both wear blue at the time of recording this video lol).

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Financial Advisor Commission Clients Compliance 110

WiserAdvisor

JUNE 4, 2025

Comprehensive financial planning involves budgeting, investment planning, tax optimization, debt management , insurance coverage, retirement strategy, and even estate planning. The post Top Insights Driving Financial Planning Strategies in 2025 first appeared on WiserAdvisor - Blog.

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Financial Planning Planning Financial Advisor Ethics 59

Validea

SEPTEMBER 16, 2022

But for those investors not blessed with the power of prediction, it’s better to take a long-term approach: devise a stable investing plan, invest in low-cost index funds that offer a stable array of stocks and bonds, and then do nothing.

Investment Planning 59

Investment Planning Certification Investing Investments 59

Validea

OCTOBER 12, 2024

The emotional toll of these events often leads to behavioral mistakes that can derail long-term investment plans. The post Lessons from Two Decades Running Quant Models appeared first on Validea's Guru Investor Blog.

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Management Portfolio Communication Education 78

International College of Financial Planning

MARCH 13, 2023

Mutual funds have become a popular investment for individuals looking to grow their wealth and achieve their financial goals. Financial Planners conduct research on different investment plans and offer their clients the most worthwhile options.

Investing 52

Investing Investments Financial Planner Investment Planning 52

Integrity Financial Planning

OCTOBER 9, 2023

So, when referencing an income generation investment strategy, oftentimes, they refer to this concept of scheduled cash returns as a key characteristic of the investment strategy. What is a Total Return Investment Strategy? The total return strategy takes a different approach to an investment plan.

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eMoney Advisor

FEBRUARY 9, 2023

You can build trust and credibility by educating them with content applicable to them and their situation such as podcasts, videos, seminars, and blogs, but be sure to make yourself available when they have questions. eMoney Advisor will not be liable for any actions you may take based on the content of this blog. Sources: 1.

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Financial Planning Clients Planning Education 95

Wealthfront

AUGUST 18, 2022

appeared first on Wealthfront Blog. You may already be familiar with some of the different types of IRAs, including traditional IRAs and Roth IRAs. But you might not know it’s possible for people who typically don’t qualify for a […]. The post Is a Roth Conversion Right for Me?

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Retirement Accounting Investment Planning Planning 59

Park Place Financial

NOVEMBER 29, 2022

Discover some of the benefits of structured products and their value for investment. These pre-packaged investments usually feature assets connected to interest and an additional. Investment Planning with Park Place Financial. simply need guidance with investment planning, turn to Park Place Financial for customized.

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Certified Financial Planner Fiduciary Duty Retirement Planning Retirement 52

Park Place Financial

MARCH 16, 2022

Follow Your Long-Term Investment Plan. If you invest in stocks long enough, you are sure to encounter market volatility over time. This reality should not keep you from buying stocks but remind you that fluctuations are commonplace in long-term investing. RELATED BLOG POSTS. Related Posts.

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Marketing Marketing Investment Planning Government 52

Validea

NOVEMBER 3, 2023

Once those biases are acknowledged, investors can create a solid investment plan that includes checks and balances in order to make the best decisions. The post 5 Reasons Why Writing Is An Important Investing Skill appeared first on Validea's Guru Investor Blog.

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Investing Investments Investment Planning Accounting 52

International College of Financial Planning

FEBRUARY 23, 2024

This blog delves into the essence of CERTIFIED FINANCIAL PLANNER® certification, its significance, and how it can be a game-changer for aspiring financial planners, especially through courses offered by the International College of Financial Planning (ICOFP).

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Financial Planner Certification CFP Certified Financial Planner 52

Sara Grillo

AUGUST 25, 2023

I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. This is not an endorsement of anyone mentioned here, and situations could change and not be reflected here in this blog. The opinions expressed herein do not necessarily represent the views of Sara Grillo or Grillo Investment Management, LLC.

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Financial Advisor Accounting License Financial Planning 52

Midstream Marketing

SEPTEMBER 24, 2019

Remember that it isn’t good enough to just write a high quality blog post and get it out into the world. This financial calculator would be a great resource to use in a blog about combating retirement anxiety, for example, or for showing people exactly how much money they need to save to live comfortably. Investment Planning.

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Financial Advisor Retirement Planning Retirement Planning 52

Wealthfront

FEBRUARY 24, 2022

appeared first on Wealthfront Blog. In general, if your employer offers an ESPP, we think you should participate at the level you can comfortably afford and then sell the shares as soon as you can. This strategy allows you to lock in a return on your contributions […]. The post What Is an ESPP and How Does It Work?

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Planning Investment Planning Investing Investments 52

Validea

OCTOBER 17, 2024

Think Long-Term : Maintain a long-term investment plan that you can stick with through market ups and downs. The post The Challenges of Bubbles appeared first on Validea's Guru Investor Blog.

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Valuation Media Investment Planning Marketing 52

Nationwide Financial

OCTOBER 18, 2022

Talking to your clients about their children or grandchildren’s college plans as well as their own financial goals can help when deciding what type of 529 plan in which to invest. Plans also vary by state, so location will come into play when choosing between plans. For More Information.

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Clients Planning Education Taxes 98

WiserAdvisor

AUGUST 31, 2023

They can assess your financial situation, long-term goals, risk tolerance, and investment preferences to create personalized strategies. They can also help you optimize your savings and investment plans, ensuring that you maximize your earning potential while minimizing risks. first appeared on WiserAdvisor - Blog.

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Financial Advisor Retirement Risk Tolerance Estate Planning 90

Truemind Capital

FEBRUARY 2, 2021

Towards the end of the year when employees are scurrying to provide investment proofs, they are caught unaware in the nets of unscrupulous agents who could be a relative, a friend, or a bank relationship manager. 1) Investment u/s 80C: GOI allows the deduction of Rs 1.50 Where should you invest? Arrange call back.

Taxes 52

Taxes Planning Insurance Coverage Insurance 52

Truemind Capital

SEPTEMBER 13, 2021

In this blog, I am attempting to understand where do we stand in the current market cycle. In my previous blog on market cycles , I highlighted the following 5 observations during market peaks: Retail participation is huge. And also, the majority of us lack the patience to implement logical investment plans with discipline.

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Marketing Marketing Valuation Retail 52

Truemind Capital

MAY 19, 2020

In this blog, I am going to give you insights on the important aspects of investment management employed by the best investors and how we can use them to maximize our portfolio returns besides minimizing the risk. You must work on a plan immediately even if your portfolio has losses. appeared first on Investment Blog.

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Portfolio Asset Allocation Valuation Assets 52

Park Place Financial

MARCH 10, 2022

Park Place Financial offers customized investment planning services to help each client achieve their financial goals while minimizing risk. Our certified financial planners (CFPs) can analyze your income to determine which investments may generate the most cash flow for the future. RELATED BLOG POSTS. Related Posts.

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Portfolio Certified Financial Planner Financial Planner Healthcare 52

Park Place Financial

MARCH 14, 2022

If you need assistance with the rebalancing process, turn to Park Place Financial for personalized investment planning services. RELATED BLOG POSTS. Our certified financial planners can examine your portfolio and help ensure it supports both short- and long-term financial goals. Related Posts.

Portfolio 52

Portfolio Financial Planner Asset Allocation Certified Financial Planner 52

International College of Financial Planning

MARCH 31, 2023

The program comprises of six modules that cover a range of topics related to wealth management: Module 1: Introduction to Wealth Management Introduction to Wealth Management Wealth Management Process Wealth Management Strategies Module 2: Financial Planning & Analysis Introduction to Financial Planning Analysis of Financial Statements (..)

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Wealth Management Management Risk Management Ethics 52

Gen Y Planning

APRIL 3, 2023

Thus, investing is a financial plan’s bread and butter. Utilizing a strategic, long-term investment strategy to build a diverse portfolio is critical to helping your money grow over time to achieve your long-term goals. Maybe you’ve dabbled in opening a brokerage account or tested the waters with a Robo-advisor.

Financial Advisor 52

Financial Advisor Tax Planning Retirement Taxes 52

International College of Financial Planning

MAY 20, 2024

This blog aims to provide information about what makes these courses beneficial, how to choose the best option for your career goals, and what you can expect after completing your studies.

Wealth Management 52

Wealth Management Management Certification Certified Financial Planner 52

International College of Financial Planning

APRIL 25, 2024

This certification is recognized globally and showcases a deep, systematic understanding of personal financial management, including investment planning, risk management, tax planning, and retirement planning.

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Certification CFP Certified Financial Planner Financial Planning 52

Sara Grillo

MAY 16, 2022

For those of you new to my blog, my name is Sara G. I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. See you in the next blog! I’m pleased to present you with a list of low cost financial advisors!

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Financial Advisor Financial Advice Financial Planner Assets 52

Good Financial Cents

NOVEMBER 16, 2022

I have earned millions of dollars in blogging over the last decade, and I built the first version of this site with less than $500 in start-up cash! Remember that earning money with digital real estate takes time and that you may not see a return on your investment for months or years. Forget to set up an investment plan.

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Investing Investments Accounting Certification 59

International College of Financial Planning

JULY 10, 2023

In this blog post, we will explore valuable tips to help you navigate the CFP exam and maximize your chances of success. CFP, or the Certified Financial Planner exam, is a significant milestone in becoming a certified financial planner. It requires dedicated preparation, comprehensive knowledge, and effective study strategies.

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CFP Certified Financial Planner Financial Planner Financial Planning 52

International College of Financial Planning

JUNE 25, 2024

This blog aims to provide information about valuable insights into choosing the right course, comparing conventional degree programs with job-oriented courses, and introducing you to some of the best job-oriented courses ICOFP offers. Graduates can pursue careers as certified financial planners, investment advisors, and financial consultants.

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Certified Financial Planner Certification CFP Education 40

International College of Financial Planning

DECEMBER 9, 2024

It helps build credibility, expand networks, and develop essential business relationships.

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CFP Financial Planner Certification Certified Financial Planner 52

Gen Y Planning

FEBRUARY 1, 2023

In this blog, we’ll be utilizing data found by Fidelity Investments Millionaire Outlook Study from 2019. Think of your net worth as a summary of your total financial value – your assets minus your liabilities. More than 8% of US adults fit the bill by this definition. How Financially Stressed Are Millionaires?

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Financial Planning Retirement Planning Financial Advisor 52

Dear Mr. Market

APRIL 6, 2022

Dear Mr. Market: This entire personal finance blog is about “letters” being written to you ( Mr. Market ), the fictitious character that exhibits all sorts of emotions due to the gyrations of the stock market. What letter, however, is the most important one YOU could ever write? A Letter to My Family.

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Estate Planning Insurance Accounting Numbers 52

International College of Financial Planning

DECEMBER 29, 2024

The CFP Program Structure Comprehensive Curriculum Design The CFP program offers a unique 4-in-1 certification structure that covers all essential areas of financial planning: Investment Planning: Understanding market dynamics, portfolio management, and asset allocation strategies Retirement and Tax Planning: Mastering retirement solutions and tax-efficient (..)

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CFP Financial Planning Planning Certification 52

Gen Y Planning

NOVEMBER 1, 2022

It depends if they have careers enabling them to work from anywhere, where they plan to live (cost of living, expat taxes, travel back to the states, etc.), and their current savings and investments. . Take a look at expat blogs in areas where you want to live abroad to figure out the cost of living and schools.

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Numbers Insurance Coverage Taxes Insurance 52