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.,

Financial Advisor 52

Financial Advisor CFP Risk Tolerance Certified Financial Planner 52

Good Financial Cents

JULY 26, 2022

Commercial property: This includes office buildings, retail space, warehouses, and mixed-use properties. REIT Funds (ETFs or Mutual Funds): Real estate investment trusts (REITs) are companies that own and operate income-producing real estate such as office buildings, retail space, warehouses, and apartments.

Investing 69

Investing Investments Certified Financial Planner Financial Planner 69

Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. Is it time to say “FU” to your CFP designation? So please subscribe!

CFP 80

CFP Financial Planner Ethics Financial Planning 80