International College of Financial Planning

OCTOBER 26, 2023

A CFP® professional will critically assess the client’s current investments, suggesting modifications to ensure they resonate with the overarching financial strategy. Their mission transcends mere financial advisement; they aim to equip clients with the knowledge to navigate the financial journey with clarity and confidence.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

Sara Grillo

APRIL 10, 2023

Wright argues that we could diminish any asset that way, even stock certificates. It is what one person determines with another person engaging in a market. It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financial markets.

Investing 52

Investing Investments CFP Financial Advisor 52

The Big Picture

NOVEMBER 15, 2022

The advice part of being a financial adviser is the hard part. We’re kind of upside down in how we compensate and how we think about markets, right? So we haven’t talked about the thematic ETS, biblical, partisan, our friend Perth Tolle’s Economic Freedom. NADIG: DMCY does emerging and development markets.

Management 273

Management Assets Portfolio Investing 273