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.

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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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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.

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Financial Planning Planning Financial Planner CFP 107

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?

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International College of Financial Planning

JANUARY 15, 2024

The Importance of Financial Advisory Certifications In the field of finance, certifications like CFP® hold a lot of significance. Degree/Certification/Diploma Advisors with advanced degrees (like CFP®), SEBI Registered Investment Advisor (RIA) or holding NISM certifications charge more.

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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.

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Planning Financial Planning CFP Clients 89

International College of Financial Planning

OCTOBER 26, 2023

For every aspiring CFP® student, remember being a financial advisor is not just about money; it’s about making dreams come true, one financial plan at a time. As a financial advisor, it’s crucial to grasp the intricacies of financial products and understand the broader economic landscape.

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Certified Financial Planner Financial Planner Certification Clients 52

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 (..)

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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 .

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International College of Financial Planning

JULY 10, 2023

Investment advisors analyze market trends, assess the client’s economic situation, and develop personalized investment strategies tailored to their goals and risk tolerance. Role of International College of Financial Planning ICOFP is crucial in helping aspiring individuals clear the CFP exam and become certified financial planners.

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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?

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Consulting Financial Planning CFP Education 95

Tobias Financial

APRIL 5, 2023

Some grew up in countries with political and economic instability and built distrust toward government or investing in the stock market. Their idea about money and retirement tends to be very different due to various factors.

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Investing Caffeine

OCTOBER 2, 2023

Source: Trading Economics As long as consumers continue to hold a job, they will continue spending to buoy economic activity – remember, consumer spending accounts for roughly 70% of our country’s economic activity. Slome, CFA, CFP® Plan. rate (see chart below). The S&P 500 index fell -4.9% for the month.

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Economics Economy CFP Government 52

Steve Sanduski

AUGUST 21, 2023

Miele , CFP®, Managing Director, Partner, and Chief Business Development Officer with The Andriole Group. Alex Miele and I discuss: What starting out in financial services in 2008 taught Alex about proactive outreach and transactional client relationships and how she applies those lessons to today’s economic environment.

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Clients CFP Marketing Marketing 52

Investing Caffeine

JANUARY 2, 2024

Source: Trading Economics Declining inflation and interest rates explain a lot of investor optimism, but there are additional reasons to be sanguine. There are always plenty of unforeseen issues that could slow or reverse our economic train. Slome, CFA, CFP® Plan. a few months ago to 3.9% today (see chart below).

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Economy CFP Economics Accounting 98

Bell Investment Advisors

JULY 22, 2022

Forrest Bell, CFP®. In June, the stock market ebbed once again, reflecting investors’ concerns about the twin risks of inflation and economic slowdown. While the Fed’s tightening cycle presently consumes much of investors’ attention, economic conditions are also top of mind. These June losses pushed both U.S.

Marketing 52

Marketing Marketing CFP Economics 52

Investing Caffeine

DECEMBER 1, 2023

Source: Trading Economics Employment Strength Continues : The labor picture remains strong, as well. Source: Trading Economics Cash Hoards on the Sideline Despite the Federal Reserve signaling the Federal Funds rate could be peaking due to declining inflation and a weakening economy, overall interest rates remain relatively high.

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Economy CFP Economics Investing 91

Ballast Advisors

JULY 19, 2023

Overall Economic Overview: The second quarter of 2023 has witnessed a mixed economic landscape characterized by a series of challenges and opportunities. Economic Indicators: Here are some key economic indicators that have contributed to shaping the markets this year: 1. percent in the 1st quarter of 2023.

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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.

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Financial Services CFP Certified Financial Planner Certification 98

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.

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Investing Caffeine

SEPTEMBER 1, 2023

The Federal Reserve has a “ dual mandate ” designed to “foster economic conditions that achieve both stable prices and maximum sustainable employment.” More specifically, inflation, according to the just-reported BEA’s (Bureau of Economic Analysis) GDP Price Deflator statistics, has plummeted dramatically to the Fed’s goal of 2.0%

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Economics Economy Government CFP 52

Investing Caffeine

APRIL 3, 2023

Source: Trading Economics Unfortunately, this unparalleled spike in interest rates contributed to the 2nd and 3rd largest bank failures in American history, both occurring in March. Nevertheless, as mentioned earlier, slamming on the economic brakes too hard can lead to unintended consequences, for example, a bank failure or two.

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Banking Economy Economics Government 105

Tobias Financial

AUGUST 10, 2023

In the ever-changing landscape of global economics, recent headlines have been dominated by Fitch Ratings’ decision to downgrade the United States’ long-term credit rating from AAA to AA+. This move raised questions and concerns, prompting us to address the news and what it means for you.

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CFP Government Economy Economics 52

Investing Caffeine

MARCH 1, 2023

However, with near record-low unemployment ( 3.4% ) and multi-trillion dollars in government stimulus still working its way through the system, others see an economic soft landing. More recently, economic data has been flying in at an accelerating pace, which could mean the economy will stay in the air and have no landing.

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Economy Economics License CFP 59

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!

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Economy Economics Government CFP 111

Bell Investment Advisors

SEPTEMBER 2, 2022

Forrest Bell, CFP®. Investors have become so focused on the Federal Reserve that they have begun to weigh the Fed’s potential actions even more than actual fundamental economic developments. equity market rose nearly 5% on continued optimism for an upcoming pivot in the Fed’s interest rate hiking campaign.

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Economics CFP Investment Advisor Financial Market 52

Investing Caffeine

NOVEMBER 1, 2022

This move should get us much closer to a Fed “pause” or “pivot”, which could soon turn the perception of a half-empty economic glass into a half-full one? Source: Bureau of Economic Analysis (BEA). Slome, CFA, CFP ®. commodities, housing, autos, transportation costs, etc.). annualized rate after falling -0.6% www.Sidoxia.com.

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Economics Economy Transportation CFP 64

Investing Caffeine

FEBRUARY 1, 2023

Commentators continue to shout the doom-and-gloom forecasts of a hard landing recession, but after an economic hurricane in 2022 there are some signs the financial clouds have begun to lift this year. Investors Waiting for Another Flood While the calls for a hard economic landing remain, healthy GDP growth ( +2.9% 1, 2023).

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Economy Economics CFP Investing 59

eMoney Advisor

NOVEMBER 15, 2022

5 As economic uncertainty rises, so too can feelings of stress and anxiety. During the Great Recession, advisor Lauren Pearson, CFP®, would lie down under her desk to relieve stress in between client calls. Attendees will be eligible to earn 1 CFP® CE credit. Gratitude: A Tool for Reducing Economic Impatience.”

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Financial Planning Planning Clients CFP 76

Indigo Marketing Agency

MAY 5, 2020

How To Grow Your Retirement Plan Business In The 2020 Economic Crisis. We’ve partnered with the experts at The Retirement Learning Center to update advisors on how the retirement plan landscape has been altered by the 2020 economic crisis. I have a bachelor’s degree in economics, a master’s degree in marketing.

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Retirement Economics Retirement Planning Financial Planning 52

Investing Caffeine

MARCH 1, 2022

As you can see below, the worst economic impact is forecasted to be felt by Russia (consensus on 2/24/22 of approximately a -1.0% hit to economic growth), more than twice as bad as the -0.2% a rounding error and less than 1% of total global economic activity). Slome, CFA, CFP®. knock to growth for the U.S.,

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Economics Accounting Advertising CFP 59

Your Richest Life

JANUARY 29, 2024

But you should also know that economic changes, interest rates and inflation can all have an impact on T-bill rates. About Your Richest Life At Your Richest Life, physician-focused financial planner Katie Brewer, CFP®, wants to help you build a successful financial future. These securities don’t earn interest in the traditional sense.

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Government Financial Planner Taxes CFP 52

International College of Financial Planning

FEBRUARY 3, 2024

lakh crore, reflecting vigorous economic activity. This mixed financial landscape underscores the dynamic nature of global and Indian markets, influenced by domestic policies and international economic conditions. Additionally, there was a notable increase in GST collections for January 2024, rising by 10.4% to exceed ₹ 1.72

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Investing Caffeine

SEPTEMBER 2, 2022

And these economically-slowing measures, coupled with the Fed’s $95 billion in quantitative tightening policies (QT), will according to the Fed Chairman, “bring some pain to households and businesses. Source: Trading Economics. Slome, CFA, CFP ®. The unemployment rate registered in at a near a generational-low of 3.5%

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Marketing Marketing Taxes Budgeting 59

Your Richest Life

JUNE 30, 2022

As we continue to deal with record-high inflation and economic instability, you might be wondering how you should manage your investments. Stocks can help your portfolio perform well, even during market downturns or economic declines. Historically speaking, stocks have done well over time, even during periods of high inflation.

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Your Richest Life

NOVEMBER 11, 2022

We might be heading toward some economic trouble in the year ahead , but don’t panic. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Double check that the beneficiaries you have listed are still correct, and add or remove anyone as needed.

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Certified Financial Planner Estate Planning Financial Planning Planning 110

Bell Investment Advisors

MAY 5, 2022

Forrest Bell, CFP®. Last year, businesses front-loaded purchases which detracted from economic activity during the first quarter, at least how it is measured. Coinciding with this more subdued level of economic activity, the consensus market view is that inflation is already peaking. markets followed. A report on the U.S.

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