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Together, these proposed changes (which are currently open for public comment) suggest CFP Board is seeking to ensure that those with the marks not only have sufficient education and experience upon receiving them, but also maintain and sharpen their skills over the course of their careers.
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board "increasingly functions as a de facto private regulator for CFP certificants" and proposes that CFP (..)
It wouldn’t be exaggerating to state that the next decade belongs to India terms of being the most exciting Market to invest. The retail investors are beginning to understand the importance of investing in structured financial products than merely locking them up in gold or real estate assets.
Rising incomes, complex tax rules, countless investment options, and growing aspirations have made personal finance decisions more challenging than ever. And for those looking to become such professionals, the question naturally arises: Is pursuing the Certified Financial Planner (CFP) certification worth it in India?
And this is precisely what the CFP® certification is built to instil. The CFP® program isn’t just about mastering technical modules on investment planning, taxation, retirement, or insurance. And this is what sets a CFP® professional apart. It builds a mindset. You learn to think beyond numbers.
Your investing strategy is a personal approach based on your goals, life stage and risk tolerance. There are so many different ways to invest, but two of the most common methods youll find are active and passive investing. What is active investing? Active investing involves a hands-on approach to managing your portfolio.
CFP Board Career Center, FPA Job Board), on general interest sites (e.g., Which means that taking the time to create a structured, inclusive hiring process that allows a firm to access the broadest possible pool of potential candidates and evaluate them effectively can be an investment that pays off for a firm for years to come!
Even for advisors with a CFP certification or other credentials, honing these skills and the confidence to use them in real-time client interactions requires additional practice. To address this, associate advisors often rely on shadowing lead advisors and other team members, completing supervised work, and participating in debriefs.
Hybrid firms can switch between their status as a registered investment advisor and brokerage, which can be problematic for individuals seeking unbiased financial advice. Today, many investment advisors operate as a subsidiary of another larger, parent firm. You can look up the ADV on the SEC’s advisor search website.
Fee-only firms are unique as they do not receive commissions from selling financial products, such as insurance policies or investment products. Fee-only financial advisors are often registered investment advisors too, meaning they have a legal duty to act in the clients best interest. Independent firm. Do you have a unique situation?
Carson Wealth’s Jon Read, CFP ®️ , ChFC ®️ , AIF ®️ Partner, Wealth Advisor and Justin Schultes, CFP ®️ , AIF ®️ , MBA, Partner, Wealth Advisor with some discussion about the volatility toll we pay when we invest.
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that CFP Board announced this week that it will raise its annual fee for new and renewing certificants by $120 to $575 in order to help fund its public awareness campaign to promote the CFP brand with the public and encourage (..)
Garry Esquire, CFP®, MBA Founder & CEO of Yardley Wealth Management Setting meaningful financial goals in 2025 requires more than just wishful thinking – it demands a strategic, well-planned approach. Interest rates remain a significant factor in financial planning, affecting everything from mortgage rates to investment returns.
We’re here to help you fine-tune your investments, taxes, and goals, but more importantly, we dive into the real conversations. Where CFP® Really Comes In This is where the Certified Financial Planner (CFP®) certification makes a real difference. ” When you’re CFP®, your work speaks for you.
These moments are exactly why we lean into more long-term investing strategies. 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. We know the markets get temperamental during elections.
There are also more people than ever going back to college, getting degrees, and investing in their career well into (and beyond) middle age. Money tips for your 40s 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.
Unlike their predecessors, they are tech-savvy, investment-curious, and financially independent-inded. What to Do Instead: Follow the 50-30-20 rule: Spend 50% on essentials (rent, groceries), 30% on fun (yes, that includes your Zomato orders), and 20% on savings/investments. Gen Z is rewriting the rules of personal finance.
Passive Investing !! With the usual sensationalism, we have made Passive investing a sophistication by itself. It’s as though, retail investors can’t venture into passive investing at all Let’s break this down Consider a middle income household in Indian context. At times, we get overwhelmed on How to start investing?
I decided to take a closer look at my own investments and realized something shocking: I had been managing my money carelessly. My investments were managed through my bank, but there was very little guidance or adjustment over the years. Today, my investments are split between my bank and that advisory service.
Financial institutions based in GIFT City can treat their operations, investments, and deposits as offshore, enabling Indian banks, NBFCs, insurance providers, and capital market entities to offer global financial products in foreign currencies.
She’s volunteered with organizations such as NAPFA, SavvyLadies, Building Homes for Heroes, and served as a WIN Advocate for the CFP® Board, championing women’s voices in the financial planning profession. A few favorites include: Stop the Show Investing, Not Gambling Capital One Data Breach Are You a Spite Spender?
We are proud to announce that Tobias Financial Advisors has been recognized as one of the Best RIAs (Registered Investment Adviser) to Work For by Financial Planning! Guided by a common purpose, shared culture, and objectives, we believe, as our CEO Marianela Collado, CPA/PFS, CFP, CDS often says, that a happy team equals happy clients.
A single mother must have a clear understanding of what she earns, where it goes, and how to invest it effectively. Writing a will, understanding succession laws, and ensuring that your investments and insurance policies have the correct nominations are critical.
But, to a growing segment of clients and prospects, these investments are almost as important as their 401(k)s. On today’s show, Tom Ruggie discusses how he blended his passion for collecting with his professional financial expertise and the transformation of collectibles into a recognized investment category. .
Garry Esquire, CFP®, MBA Founder & CEO of Yardley Wealth Management Picture this: It’s December 31st, and you’re looking back at 2025, celebrating not just the holidays, but your financial victories. As your CFP®, I’m here to help you rewrite that story. Kick Off the New Year with a Solid Plan by Michael J.
Our Senior Wealth Advisor and Chief Investment Officer, Matthew Saneholtz, CFA, CFP, EA , was recently quoted in a Daily Upside article, breaking down the potential financial implications of this sweeping legislative proposal. Disclosure : Tobias Financial Advisors is registered as an investment advisor with the SEC.
Our Wealth Advisor, Franklin Gay, CFP, EA was interviewed by CBS News, where he offered his perspective on the situation. He highlighted the importance of long-term investing, cautioning against making hasty decisions in reaction to short-term market fluctuations. Its time in the market. You want to be in the U.S.,
In working with your tax professional and investment advisor, make a tax plan that incorporates your diversification goals and considers tax strategies on new exercises. If you expect a large windfall , it’s important to carefully consider your investment decision. So it’s important to seek investment advice.
And we continue to expand the types of CE we provide as well, including the ability for Canadian CFP certificants to earn CE credit from Kitces (effective immediately for 2025!), and we're aiming to offer CE for Accredited Investment Fiduciary (AIF) designees by the second half of the year!
Our Wealth Advisor, Chad Williamson, CFP® , explains that while retiring as a single person can present certain hurdles, it can also streamline the planning process. Tobias Financial Advisors is registered as an investment advisor with the SEC.
Investing in therapy can also be beneficial for your mental health, especially during stressful times. Getting everyone on the same page can be a huge help in reducing money stress Try to avoid internet forums or investment gurus when youre seeking out money advice. For more information on the services offered, contact Katie today.
Our Portfolio Manager, Chad NeSmith, CFA, CFP was recently quoted in an Associated Press article discussing how retirees are reacting to the market volatility spurred by the latest tariff announcements. This is a valuable time to revisit your investment strategy. So, what should retirees do right now? First and foremost, dont panic.
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. For more information on the services offered, contact Katie today.
Jen is fully invested in building community and has woven some fun and engaging themes into her podcast, such as “Reina of the Week” or “Pregunta of the Week” (Question of the Week). On this podcast, Laura simplifies many finance topics such as investing, taxes and credit into segments that are under 30 minutes.
Garry, Esquire, CFP®, MBA, Founder & CEO , and Accredited Investment Fiduciary® at Yardley Wealth Management, is ready to guide you through the process. Plus, it offers peace of mind knowing that your contributions are making a positive impact. Ready to Explore Your Options?
We are excited to welcome Francheska Ruiz, CFP and Chad Williamson, CFP to our team as Wealth Advisors. With nearly 10 years of experience working with high-net-worth individuals in the fee-only Registered Investment Advisor space, Chad is dedicated to helping clients navigate complex financial decisions.
But as Mike Garry, CFP® and CEO of Yardley Wealth Management, points out, these dividends might not always be a sign of a stable investment. Considering Long-Term Financial Goals Mike emphasizes the importance of setting long-term financial goals when investing.
Stay up to date with market insights from our Portfolio Manager, Charles Chad NeSmith, CFA, CFP. DISCLOSURES Tobias Financial Advisors is registered as an investment advisor with the SEC. In this update, Chad discusses inflationary and deflationary pressures, as well as the potential economic impact of tariffs.
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. My name is Laurent Harrison. 0:26 Laurent Harrison: Great.
By Brady Marlow, CFP, AEP, CAP, CPWA, CExP , Director, Carson Private Client Wealth Strategy The emotional and psychological benefits of charitable giving are well documented. You can fund a foundation with a broad variety of asset types, and as a donor you have control over the investment and granting decisions.
Today, however, CDS prices are falling across both high-yield (junk bonds) and investment-grade (Blue Chip) debt. The AI revolution is fueling trillions in global investment and rapidly transforming industries – from data centers and self-driving cars to robotics and drug discovery. Slome, CFA, CFP® Plan.
Mike Garry, CFP® practitioner and founder of Yardley Wealth Management, shared his insights on this pursuit. Despite already having an excellent score in the 840s, Mitchell meticulously experimented with credit card balances, payment timing, and account closures to achieve this goal.
I had a friend that worked there, so I was a couple of years out of school in investor relations at Sunoco, and then I had a friend who said, you know, if you wanna get more into finance and investments, we have an opening at Vanguard. So I joined in the corporate division as an investment analyst. I think you’d really like it.
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