Your Richest Life

FEBRUARY 24, 2025

Managing Investments During a Financial Crisis About Your Richest Life At Your Richest Life, Katie Brewer, CFP, believes you too should have access to financial resources and fee-only financial planning. The best way forward is to keep an eye on your long-term plans, and try not to get derailed by uncertainty.

Financial Market

Your Richest Life

JANUARY 9, 2025

A Strong Economic Outlook In spite of higher interest rates, a presidential election and a slowing job market, 2024 was still a strong year for the U.S. The Trump administration has pledged some policy changes that could lead to economic impacts. Even so, Powell forecasted a strong U.S. The economy was up 2.7

Economy

Investing Caffeine

MAY 1, 2025

Issues are More Gray Than Black or White Journalists – most of whom have little investing experience – like to authoritatively paint economic issues in black-or-white terms. Slome, CFA, CFP Plan. Or are these risks being overstated and distorted by media outlets that chase monetary gains? www.Sidoxia.com Wade W.

Media

Tobias Financial

APRIL 1, 2025

We are excited to welcome Francheska Ruiz, CFP and Chad Williamson, CFP to our team as Wealth Advisors. Chad earned his degree in economics from San Diego State University before relocating to Florida to be closer to family and enjoy the outdoor lifestyle.

CFP

Investing Caffeine

NOVEMBER 3, 2024

Consider the following tailwinds benefitting the new president: Strong Economy: The broadest measurement of economic activity, Gross Domestic Product (GDP), registered a healthy +2.8% Slome, CFA, CFP® Plan. growth rate for Q3 Resilient Jobs Market: The just-reported unemployment rate of 4.1% www.Sidoxia.com Wade W.

Economy

Clever Girl Finance

JUNE 5, 2025

Our favorite episode of Journey to Launch: How to Stay Financially Grounded in Uncertain Times addresses what to do during uncertain economic times. Host Bobbi Rebell is a Certified Financial Planner (CFP), an award-winning TV anchor, and a personal finance columnist. addresses 7.

Certified Financial Planner

Investing Caffeine

DECEMBER 2, 2024

Combined, these negative side effects have the potential of significantly dampening economic growth. As you may recall, much of the 2022 decline was caused by the Fed slamming on the economic breaks with its fastest rate-hiking cycle in four decades (raising rates from 0.0% Slome, CFA, CFP® Plan. stock market.

Marketing

Tobias Financial

MARCH 11, 2025

Stay up to date with market insights from our Portfolio Manager, Charles Chad NeSmith, CFA, CFP. In this update, Chad discusses inflationary and deflationary pressures, as well as the potential economic impact of tariffs. He also explores the factors that could influence or offset these effects.

Marketing

Investing Caffeine

APRIL 1, 2025

I have previously written how tariffs represent more of a molehill than a mountain (see Tariff Sheriff ), in part because consumer spending and services make up the vast majority of our countrys economic activity, whereas trade and manufacturing are relatively smaller segments. Economic data should clear some of the fog. stagflation).

Economy

Investing Caffeine

JUNE 2, 2025

This agreementcombined with hopes for future trade deals and the absence of runaway inflation or economic collapsesparked a rally in stock prices. Ive previously written extensively on the topic ( Tariff Sheriff ), but some fundamental economic concepts still get lost in the tariff chaos noise. Slome, CFA, CFP Plan. and the U.K.

Economics

Bell Investment Advisors

JUNE 27, 2025

From Policy to Portfolio: The Economic Impact of Tariffs On Thursday, June 26 th at 12pm Pacific Time, Financial Advisor Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for a 45-minute webinar that covered the following topics: Financial Market Returns The U.S. and global economic events. Slide 7: U.S.

Economics

Your Richest Life

MAY 1, 2025

High home prices and mortgage rates are still slowing sales, while tariffs and economic uncertainty could drive prices up further in the coming months. About Your Richest Life At Your Richest Life, Katie Brewer, CFP, believes you too should have access to financial resources and fee-only financial planning.

Marketing

Investing Caffeine

JULY 1, 2025

While the name-calling is colorful, the economic pressure is real: U.S. Slome, CFA, CFP® Plan. Inflation Tame as Tariffs Loom President Trump has repeatedly criticized Fed Chair Jerome Powell for not cutting interest rates, calling him everything from a “dummy” to a “major loser” and a “stupid person” to a “numbskull”. in Q1 2025.

Marketing

Investing Caffeine

AUGUST 1, 2025

The nearly 900-page legislation spans a broad range of economic issues including tax reform, healthcare, energy policy, and national security. In this momentum environment, the market should continue its productive juggling, but if the frothy or economic winds worsen, investors should be prepared for a dropped ball.

Valuation

Tobias Financial

JUNE 23, 2025

In today’s economic environment, many individuals preparing for retirement are thinking more carefully about when to begin claiming Social Security benefits. With ongoing market fluctuations and conversations around the long-term future of the program, it’s understandable that questions are top of mind.

Economics

Nerd's Eye View

SEPTEMBER 8, 2023

Also in industry news this week: Changes to CFP Board’s procedural rules went into effect September 1 and are intended to make the disciplinary process more efficient for respondents as well as CFP Board staff, and to expand the CFP Board’s ability to pursue more complaints against CFP professionals A NASAA model rule follows in the footsteps (..)

Financial Planner

Nerd's Eye View

SEPTEMBER 27, 2024

Also in industry news this week: As brokerage firms have faced a wave of lawsuits regarding the low interest rates paid on cash sweep accounts, some legal experts believe that RIAs could also be targeted for legal action if they allow clients' uninvested cash to sit in a cash sweep account rather than investing it or moving it to a higher-yielding (..)

Financial Planner

Nerd's Eye View

JULY 26, 2022

We also talk about how the tragedy of 9/11 (coupled with Amy’s personal loss of friends and colleagues) and seeing how underfunded life or disability insurance can seriously impact people's lives inspired Amy to return to college and get her undergraduate degree just so she could gain her CFP marks and become a financial planner, how even though (..)

Financial Planner

International College of Financial Planning

MARCH 9, 2024

This blog is designed to illuminate the path to becoming a CFP® professional, focusing on the critical steps involved in the admission process, exploring the myriad of career prospects, delving into the eligibility criteria, and the future of the CFP® certification.

CFP

International College of Financial Planning

SEPTEMBER 7, 2024

Whether you are already a professional in the financial sector or just beginning your journey, earning the Certified Financial Planner (CFP®) designation can be a game-changer. The CFP® Fast Track course offers a quick, efficient pathway to certification, allowing you to accelerate your career in the financial planning industry.

CFP

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. Empowerment Through Education A quintessential trait of genuine CFP® professionals is their commitment to enlightening the clients.

Estate Planning

International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. Recognized in over 27 countries globally, the CFP® designation is one of the most respected and widely acknowledged credentials in financial planning.

Certification

NAIFA Advisor Today

DECEMBER 12, 2022

For Joshua O’Gara, CLU, ChFC, CFP , Owner and Founder of O'Gara Financial Group , entrepreneurship runs in the family. His entrepreneurial spirit—along with his college studies in economics and his desire to help people—made a career in insurance and financial services a perfect fit.

CFP

Million Dollar Round Table (MDRT)

DECEMBER 5, 2023

Olson, CFP, MSFS Belonging to a book club, especially an MDRT book club, is an investment in yourself. It’s a fantastic way to meet other MDRT members as you discuss your biggest takeaways from business books that can change the way you approach your life professionally — and sometimes personally. Powell also spoke at 2022 MDRT EDGE.

CFP

eMoney Advisor

JANUARY 12, 2023

Best for: All financial professionals, though most of the pro bono counseling opportunities are for CFP® professionals. E&O insurance: Yes, for CFP® pros in good standing who have completed training. Best for: Professionals with CFP®, CPA, ChFC®, CLU®, EA, CSLP®, or CDFA® credentials who want to help women. Britepaths.

Financial Planning

Investing Caffeine

JULY 1, 2024

Ever since the Federal Reserve went on a crusade to increase interest rates and slow the progression of inflation at the beginning of 2022, investors have been cheering for a Goldilocks-type of economic “soft landing.” The not-too-hot, not-too-cold economic data have provided comfort to investors. Slome, CFA, CFP® Plan.

Economics

Walkner Condon Financial Advisors

JANUARY 13, 2023

Drawing on data from prior recessions as well as data on current economic conditions, Syl points to the idea that perhaps a recession isn’t imminent. Mitch DeWitt, MBA, CFP®. Jonathon Jordan, CFP®, CEPA. Alicia Vande Ven, MS, Candidate for CFP® Cert. Stan Farmer, CFP®, J.D. Financial Advisor. Playing It Safe?

CFP

Indigo Marketing Agency

DECEMBER 19, 2022

Steve Sanduski is a CFP® professional and personal coach to financial professionals. Taylor Schulte is a CFP Ⓡ professional and founder and CEO of Define Financial. Lazetta Braxton is a CFP® professional and co-founder and co-CEO of 2050 Wealth Partners. Steve Sanduski. Learn more about Grace on LinkedIn. Taylor Schulte .

Financial Advisor

MainStreet Financial Planning

MARCH 2, 2023

How Parents Can Help Their Children Select the Best-fit College, Major, and Career Hosted by: Vida Jatulis , CFP ® Guest commentator: Caroleen Verly of Untangle Your Money Have you tried to improve your cash flow, but you have hit roadblocks or setbacks? She studied Economics at Yale and loves spreadsheets, problem-solving, numbers, and data.

Planning

MainStreet Financial Planning

JUNE 7, 2023

Helping Your Child Get a Job After College Hosted by: Anna Sergunina , CFP® Guest commentator: Beth Hendler-Grunt of Great Next Step Beth Hendler-Grunt is a recognized thought leader in the college-to-career space. The current economic environment How important are internships? Is more education the answer? Grad school for example?

Financial Planning

Carson Wealth

JULY 12, 2022

Doctor of Philosophy is a graduate degree awarded in the sciences, branches of economics and social or behavioral areas. CFP ® – CERTIFIED FINANCIAL PLANNER. The CFP ® designation was first issued in the 1970s and is recognized today as an industry standard in financial planning certifications. Someone with a Ph.D.

Financial Advising

Investing Caffeine

DECEMBER 1, 2022

Whether this will be the peak rate (or near the peak rate) will depend on the direction of economic data, especially as it relates to inflation and employment. economic activity, GDP (Gross Domestic Product), was just revised higher for this year’s third quarter from +2.6% Slome, CFA, CFP®. But wait, there’s more!

Economy

Nationwide Financial

FEBRUARY 14, 2023

Industry partners include the Employee Benefit Research Institute , the Defined Contribution Institutional Investment Association (DCIIA) , the American Retirement Association , the Certified Financial Planner Board of Standards (CFP Board) , and The American College of Financial Services.

Financial Services

International College of Financial Planning

DECEMBER 4, 2023

Educational and Certification Pathways The path to becoming a financial advisor typically starts with a solid educational background in finance, business administration, or economics. Professional certifications such as the CFP® or Certified Financial Planner® are beginning to attract the attention of aspiring financial advisors.

Financial Advisor

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.

Certified Financial Planner

Your Richest Life

OCTOBER 31, 2022

Diversification gives your investments a cushion in case of economic hardships or unexpected downturns. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. It’s also a good idea to have a variety of sources for retirement income. Is Your 401(k) Enough?

Retirement

Investing Caffeine

SEPTEMBER 19, 2023

Register now for our upcoming Zoom webinar, “ Hot Summer, Hotter Market – Economic & Investment Update ” presented by Wade W. Slome, CFA, CFP on Wednesday, September 27 th @ 12:00 p.m. ! In order to ensure access to the webinar, please don’t forget to register: CLICK HERE TO REGISTER Thank you for choosing to join us.

CFP