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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

He said the application adhered to the established tenets of the CFP curriculum. His start in tech journalism began as an editor with PC Magazine in 1999 where he later served as an analyst and reviewer.

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Why Gen 2 Advisors Are a Flight Risk

Wealth Management

The newly minted CFP, who had worked as a personal finance instructor with the U.S. If you’re going to be passed on to a new firm and not have control of that and never be able to leave again and keep your relationships, that’s a big driver [to go independent].” Dann Ryan: Promises don't cut it.

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Your Richest Life Celebrates 11 Years

Your Richest Life

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. I am so thankful to have been nominated for this award, and to be a part of such a supportive network of DFW financial planners. P.S. – Check out the recaps of previous years here.

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Turn Off TV – Emperor Media Has No Clothes!

Investing Caffeine

sell more ads, subscriptions, newspapers, and magazines. The Dow bottomed shortly after the magazine was released and the market rebounded +61% in less than two years. Dot-Com Bubble: The Hottest Market Ever (2000) In March 2000, at the peak of the tech bubble, Money magazine ran a cover story: How to Invest in the Hottest Market Ever.

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The 15 Best Financial Podcasts For Women

Clever Girl Finance

She has also been featured in a ton of major publications such as Dr. Oz, Fox & Friends, Essence Magazine, and Cosmopolitan. Host Bobbi Rebell is a Certified Financial Planner (CFP), an award-winning TV anchor, and a personal finance columnist.

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What Can Shakespeare Teach Us About Estate Planning?

Wealth Management

In addition, Jay successfully completed the Certified Trust and Financial Advisor (CTFA) education program through the American Bankers Association, and the CFP® Professional Education Program through the College for Financial Planning (not a currently certified CTFA or CFP®). See more from Jay E.

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Making Informed Social Security Decisions in Today’s Economic Environment

Tobias Financial

Our Wealth Advisor Franklin Gay, CFP®, EA , recently shared his perspective in a Financial Advisor Magazine , where he addressed some of the concerns that individuals are navigating today. Rather than reacting to uncertainty, it can be helpful to view Social Security as one piece of a long-term retirement strategy.