Nerd's Eye View

APRIL 4, 2024

Which would invariably result (after a considerable investment of both the firm owner's time and money) in a less-than-optimal experience for the new advisor and would likely do little to improve the industry's already dismal retention rate.

Financial Planner 207

Financial Planner CFP Professional Services Financial Planning 207

Nerd's Eye View

AUGUST 11, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Massachusetts Secretary of the Commonwealth has launched an investigation into how investment firms are using artificial intelligence-enabled technologies, echoing concerns expressed by the SEC that these tools could be used (..)

Financial Planner 185

Financial Planner Certification CFP Clients 185

Nerd's Eye View

AUGUST 25, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent CFP Board survey indicates that consumers do not expect AI tools to replace human financial advisors, but rather supplement advisors' work.

Financial Planner 222

Financial Planner Retirement Retirement Planning Advertising 222

Nerd's Eye View

DECEMBER 12, 2022

Earlier this year, we introduced our own Investment Adviser Representative (IAR) CE programs that allow those in the growing number of states that have adopted the NASAA Model Rule to meet their 12 hours/year CE requirement.

Education 224

Education CFP Certification License 224

Nerd's Eye View

APRIL 28, 2023

The guidance highlights the importance of brokers considering investment alternatives for their customers as well as taking costs into account when making recommendations that are in their best interests, and the need to do so proactively rather than as a 'box-checking' exercise after making a recommendation — a message from the regulator that (..)

Financial Planner 206

Financial Planner Certification Retirement Planning Retirement 206

Validea

NOVEMBER 2, 2022

By Jack Forehand, CFA, CFP® ( @practicalquant ) —. I have always been a big believer in value investing. And the fact that academic research supports value has given me all the reason I need to take that personal belief and translate into my investing approach. And we have had less recessions in recent decades.

Investing 119

Investing Investments CFP Economics 119

Nerd's Eye View

APRIL 14, 2023

The company said the bulk of the funds will go toward research and platform development as it attempts the challenging task of getting more mid-sized RIAs to move over to Altruist from their current custodian.

Financial Planner 187

Financial Planner Retirement Planning CFP Financial Planning 187

Nerd's Eye View

AUGUST 19, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the FPA is planning to leave the Financial Planning Coalition (which also includes the CFP Board and NAPFA) at the end of the year.

Financial Planner 212

Financial Planner CFP Clients Planning 212

eMoney Advisor

MAY 1, 2023

1,2 Despite the small numbers, AAPI professionals remain the largest ethnic minority within the financial planning profession. John Eing, MBA, CPA, CFP® “Understanding cultural values can make you a better financial planner. Charles Zhang, CFP®, MBA, MSFS, ChFC®, CLU, CFS, CMFC “Community involvement is key.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

Tobias Financial

MARCH 10, 2024

We are thrilled to share our monthly market update featuring our Portfolio Manager, Charles “Chad” NeSmith , CFA, CFP®. We are excited to bring you this valuable resource that goes beyond the numbers, offering insights to empower you to make well-informed financial decisions.

Marketing 52

Marketing Marketing CFP Portfolio Management 52

Sara Grillo

APRIL 10, 2023

Today we’re gonna WAKA WAKA BREAK IT DOWN to the question, “Is crypto a good investment or is it as valueless as a rock?” Is crypto a good investment, or does it suck? Wright: So if gold is something a client could be invested in and potentially suitably recommended by an advisor, what is the argument against Bitcoin?

Investing 52

Investing Investments CFP Financial Advisor 52

Tobias Financial

FEBRUARY 20, 2024

We are thrilled to share our first monthly market update featuring our Portfolio Analyst, Charles “Chad” NeSmith , CFA, CFP®. We are excited to bring you this valuable resource that goes beyond the numbers, offering insights to help you make well-informed financial decisions.

Marketing 52

Marketing Marketing CFP Numbers 52

Nerd's Eye View

NOVEMBER 29, 2022

What's unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Estate Planning 241

Estate Planning Financial Advisor Financial Services Clients 241

Walkner Condon Financial Advisors

JUNE 2, 2023

Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. Once women achieve their CFP® certification, the rate of relinquishment is extremely low. Investments involve risk.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Nerd's Eye View

AUGUST 19, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the FPA is planning to leave the Financial Planning Coalition (which also includes the CFP Board and NAPFA) at the end of the year.

Financial Planner 211

Financial Planner CFP Clients Planning 211

Zoe Financial

APRIL 26, 2023

Counter-Attack: Protecting Your Investments Published April 26th, 2023 Reading Time: 5 minutes Written by: Scott W. O’Brien, CFP®, EA Zoe Vetted Advisor Counter-Attack: Protecting Your Investments Published April 26th, 2023 Reading Time: 5 minutes Written by: Scott W.

Investing 52

Investing Investments Assets Portfolio 52

eMoney Advisor

DECEMBER 15, 2022

While these are only estimates, not forecasts, the numbers seem promising. There are 93,643 CFP® professionals in the United States, with 46 percent of them in the 50 and older age bracket. A CFP Board report on those who sat for the November 2022 exam showed that 68 percent were under age 40, and 35 percent were under 30.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

Your Richest Life

DECEMBER 1, 2022

Seeing their situation spelled out in numbers can feel scary, so they end up avoiding it altogether. The truth is, no matter how disappointing the numbers might be, they’re still much better than a vague guess. The actual numbers might not be as bad as you thought, or you’ll have a much clearer idea about what you have to do next.

Certified Financial Planner 95

Certified Financial Planner CFP Financial Planning Financial Planner 95

International College of Financial Planning

OCTOBER 26, 2023

They offer tailored recommendations, from shortlisting financial goals to handpicking the finest investments. While many financial advisors find their niche in investment firms, banks, and insurance sanctuaries, some trailblazers opt for independence, establishing their advisory havens. Where Do They Shine? Is This Path for You?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

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 116

Financial Advisor CFP Financial Services Education 116

Investing Caffeine

JANUARY 3, 2022

But with that said, despite lacking the skill of 100% clairvoyance, my investment firm Sidoxia Capital Management and our strategies have performed quite well over the long-run for numerous reasons. As it turns out, the power of compounding, coupled with low-cost, tax-efficient investing can produce quite spectacular results.

Investing 52

Investing Investments Risk Tolerance Portfolio 52

Nationwide Financial

FEBRUARY 14, 2023

FARE seeks to increase the number of Black financial professionals through expanded research, increased training, and mentorship opportunities at both the university and professional level. The underrepresentation of minority financial services professionals has long been a challenge for the financial services industry.

Financial Services 98

Financial Services CFP Certified Financial Planner Certification 98

Investing Caffeine

DECEMBER 1, 2023

remains near record lows, the number of employed persons paints a similarly strong picture. Slome, CFA, CFP® Plan. No information accessed through the Investing Caffeine (IC) website constitutes investment, financial, legal, tax or other advice nor is to be relied on in making an investment or other decision.

Economy 91

Economy CFP Economics Investing 91

Nerd's Eye View

NOVEMBER 1, 2022

Mindy is the owner of Creative Money, an independent RIA based in Seattle, Washington, that offers a unique 12-month financial planning engagement – or as Mindy puts it on her homepage, “financial planning that doesn’t suck” – which has allowed her firm to work with nearly 400 client households just this year.

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Fee Only Clients Financial Planning Financial Advisor 130

Your Richest Life

JANUARY 16, 2024

Look at the numbers A lot of money anxiety is caused by one thing: avoidance. People know their finances aren’t where they want them to be, so instead of looking at the numbers, they avoid them. The truth is, no matter what your situation is, knowing the actual numbers is the first step in relieving money stress.

Budgeting 52

Budgeting Financial Planner Numbers CFP 52

Investing Caffeine

DECEMBER 1, 2022

Another positive development supporting climbing stock prices relates to what I have been writing about for quite some time – peaking and declining inflation numbers. Slome, CFA, CFP®. If a steep recession doesn’t come to fruition, as many expect, you may be able to toast for a better 2023 with champagne rather than Pepto Bismol.

Economy 111

Economy Economics Government CFP 111

Your Richest Life

APRIL 14, 2023

Power washing your home and driveway, adding new house numbers and sprucing up the mailbox can also net you more for your home sale. This can be totally free, or you can invest in a storage facility to hold your decorative, personal and seasonal items that don’t need to be in your home for showings. How Much House Can You Afford?

Marketing 105

Marketing Marketing Financial Planner Sales 105

Investing Caffeine

MAY 3, 2023

Hope is Not a Strategy We have lived through an endless number of scary headlines in some shape or fashion throughout our lifetimes. A passive investment strategy with low-cost index funds and ETFs (Exchange Traded Funds)? Or an active investment strategy with individual stocks, bonds, and mutual funds? Slome, CFA, CFP ® Plan.

Retirement 59

Retirement Retirement Planning Financial Advisor Planning 59

Investing Caffeine

SEPTEMBER 1, 2023

from the sky-high inflation number of 9.1% Post-COVID supply chain constraints and disruptions have eased too, which have helped choke down the high inflation numbers. Slome, CFA, CFP® Plan. a year ago ( see chart below ). Meanwhile, the economy continues to grow (+2.0% www.Sidoxia.com Wade W.

Economics 52

Economics Economy Government CFP 52

Carson Wealth

AUGUST 25, 2022

By Craig Lemoine, Director of Consumer Investment Research. Focus on Your Retirement Plan Rather Than a Magic Number. A better question than “What’s my magic number?” They can help you determine your risk tolerance and build an investment portfolio you will be more likely to tick with when times get tough.

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Retirement Planning Retirement Planning Certified Financial Planner 98

Your Richest Life

AUGUST 31, 2023

Look back at the year so far Take some time to look at your spending, saving and investments from the year so far. Pay estimated tax on any big bonuses or buyouts About Your Richest Life At Your Richest Life, physician-focused financial planner Katie Brewer, CFP®, wants to help you build a successful financial future.

Budgeting 52

Budgeting Financial Planner Taxes CFP 52

Steve Sanduski

APRIL 8, 2023

What’s your retirement number? Back in 2008, ING ran a “Your Number” marketing campaign with print, web, and TV ads showing different people busy with their daily routines carrying a large orange six- or seven-figure number in dollars. – – The number supposedly represented how much they needed to save for retirement.

Retirement Planning 52

Retirement Planning Retirement Planning Certified Financial Planner 52

Investing Caffeine

SEPTEMBER 2, 2022

million job openings , a total that is almost double the number of available workers ( 5.7 More specifically, the $565 billion Inflation Reduction Act is designed with the intent of investing in clean energy and healthcare initiatives, while negotiating lower pharmaceutical prices with drug companies, and raising tax revenues.

Marketing 59

Marketing Marketing Taxes Budgeting 59

International College of Financial Planning

SEPTEMBER 3, 2021

The Certified Financial Planner (CFP) is the only professional who has to be qualified through a set of exams and also has to complete a long-term internship with at least 2 years of experience in the field. The CFP designation is highly respected around the world and financial planners with this designation are preferred by most investors.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Your Richest Life

MAY 30, 2022

Buyers are competing for a smaller number of homes, so the less time you waste looking at properties that won’t work for you, the better. That way, they might be able to point out any red flags before you get too invested. . Should You Buy Investment Real Estate Right Now? This is also going to help you put in an offer faster.

Fee Only 59

Fee Only CFP Budgeting Financial Planning 59

Carson Wealth

DECEMBER 28, 2022

Kevin Oleszewski , CFP ® , MST, EA, Senior Wealth Planner . There are a number of strategies to deploy when deciding which accounts are right for you so it’s wise to seek counsel from a financial advisor and tax professional. They will then be taxed at your marginal tax rate when you make withdrawals. 529 Plans .

Accounting 98

Accounting Taxes Retirement Planning 98

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She is a CFP® professional, leading speaker, host, and brand ambassador who has become a go-to resource in the industry.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52