Your Richest Life

NOVEMBER 1, 2024

presidential election, and while we can’t predict the outcome, we can predict that there will likely be a response from the financial markets. Exactly how the markets will react is less clear, but history has shown us that in times of great change or uncertainty, markets react. We are days out from the next U.S.

Financial Market 52

Financial Market Marketing Marketing Fee Only 52

Nerd's Eye View

DECEMBER 16, 2024

Inclusivity starts with a firm's website and marketing materials, which can influence the pool of applicants who apply for an open position. CFP Board Career Center, FPA Job Board), on general interest sites (e.g., Posting available positions on industry career centers and job boards (e.g.,

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Darrow Wealth Management

NOVEMBER 4, 2024

Consider this: you walk into a Bank of America branch and ask for the best type of savings account on the market. In 2019, the CFP board announced CFP® professionals must adhere to a fiduciary duty when providing investment advice. You can search for CFP® professionals here.

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Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 80

Your Richest Life

JANUARY 27, 2025

They spend time researching undervalued or up-and-coming investment opportunities, and watch the markets closely. Oftentimes, the goal with active investing is to time (and beat) the market. For one thing, no one can really time the market. The markets are fickle, and prone to quick swings based on even seemingly minor events.

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Investing Investments Risk Tolerance Portfolio 52

Nerd's Eye View

MAY 2, 2025

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 (..)

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NAIFA Advisor Today

FEBRUARY 25, 2025

Thats why I, Ken Leibow, Founder and CEO of InsurTech Express, have partnered with Nick Bowman, CFP, MS, CEP, Co-founder & Head of Sales at Xcela, to bring you this actionable guide on leveraging AI to enhance your practice.

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CFP Insurance Financial Services Sales 94

Wealth Management

JULY 18, 2025

Concept of digital social marketing. The newly minted CFP, who had worked as a personal finance instructor with the U.S. Although he couldn’t bring existing clients with him, he felt confident he could do so through referrals and grassroots marketing, which he does over platforms such as LinkedIn.

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Estate Planning Wealth Management Planning Clients 248

Carson Wealth

JUNE 25, 2025

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. The post Market Volatility: The Toll We Pay to Invest appeared first on Carson Wealth.

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Wealth Advisor CFP Investing Investments 52

Yardley Wealth Management

DECEMBER 17, 2024

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. With the real estate market’s recent fluctuations, opportunities may arise for those well-positioned to take advantage of them.

Financial Planning 52

Financial Planning Retirement Planning Debt Management Retirement 52

Your Richest Life

FEBRUARY 24, 2025

2025 Markets and Economy Since November, the S&P 500, the Dow Jones Industrial Average and Nasdaq have all hit record highs. We know that market rallies dont last forever, and the potential for tariffs, layoffs and higher inflation in the coming months could lead to more market volatility.

Financial Market 52

Financial Market Marketing Marketing Medicine 52

Nerd's Eye View

JUNE 30, 2025

Yet in recent months, the volatility has subsided, markets have rallied back near their highs, and advisory firms are back to dealing with the increasingly common challenge of how to continue to scale service in the face of growth as clients continue to accrue over time. In the meantime, our own Team of Nerds continues to expand.

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Financial Planning Financial Advice Clients Ethics 130

Tobias Financial

APRIL 8, 2025

Recent headlines around escalating tariffs have rattled the financial markets, leaving many retirees understandably concerned. 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.

Portfolio 52

Portfolio Risk Tolerance Marketing Marketing 52

International College of Financial Planning

MARCH 12, 2025

Many influencers dont have professional financial expertise; theyre just good at marketing. Why This Is a Problem: Following unverified investment tips can lead to risky bets, unexpected losses, and sleepless nights. What to Do Instead: Stick to fundamentals: Learn about asset allocation, risk management, and diversification before investing.

Financial Planning 52

Financial Planning Planning Asset Allocation Financial Advice 52

International College of Financial Planning

JUNE 17, 2025

This unique designation allows it to function as an International Financial Services Centre (IFSC), facilitating cross-border transactions without the typical regulatory frictions found in India’s domestic markets. stocks to include ETFs, bonds, and funds from Europe, Asia, and emerging markets.

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Compliance Education Economics Investing 40

Million Dollar Round Table (MDRT)

FEBRUARY 2, 2025

By Carla Brown, FPFS, CFP For financial advisors, social media can get you in front of people you might otherwise not meet as well as keep you at the top of mind with your clients. Some types of social media content, however, could work against the image you want to portray to attract and keep clients.

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Media Financial Advisor CFP Clients 59

Carson Wealth

JUNE 25, 2025

Carson Wealth’s Jon Read, CFP ®️ , ChFC ®️ , AIF ®️ Partner, Wealth Advisor and Justin Schultes, CFP ®️ , AIF ®️ , MBA, Partner, Wealth Advisor with some proactive discussions on market volatility The post Proactive Discussions on Market Volatility appeared first on Carson Wealth.

Wealth Advisor 52

Wealth Advisor CFP Marketing Marketing 52

XY Planning Network

APRIL 14, 2025

Mondays at noon, I trade spreadsheets for sippy cups and market reports for Mickey Mouse. As a financial advisor running a one-man practice in rural Indiana, I never expected my weekly schedule to revolve around a 15-month-old who calls me 'Allie.' I'll admit that in the very early days of my firms launch, I resented these hours.

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CFP Financial Advisor Clients Fee Only 67

Tobias Financial

MARCH 11, 2025

Stay up to date with market insights from our Portfolio Manager, Charles Chad NeSmith, CFA, CFP. Staying informed is essential in navigating market changes, and were here to help you make sense of the latest developments. Tune in as Chad shares his perspective and analysis on whats shaping the market today.

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Marketing Marketing Financial Advisor CFP 52

Nerd's Eye View

JANUARY 13, 2025

With another strong year in the markets, most advisory firms are near or at record highs for their revenue, their numbers of clients, and the headcounts of their teams. Which is surprising to some, given that a decade ago, the emergence of so-called "robo-advisors" was supposed to displace human financial advisors and compress advisory fees.

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Financial Advice Ethics Education Financial Planning 147

Steve Sanduski

NOVEMBER 12, 2024

including their intense focus on metrics, culture, growth, referral marketing , and how they’ve structured their regions and “pods” to deliver “wealth alignment” that goes far beyond typical financial advice. Sometimes we put our CFP hat on and say, yes, I can solve those problems for you.

Accounting 52

Accounting Clients Financial Advice Estate Planning 52

Steve Sanduski

FEBRUARY 18, 2025

We’ve also seen a lot of individuals getting into the collectibles market that don’t have the passion. They’re looking to buy items they feel are going to appreciate and that has been a big boon to the collectibles market. Why anyone holding autographed 1952 Topps baseball cards should get in touch with Tom!

Financial Planning 52

Financial Planning Planning Valuation Clients 52

Carson Wealth

JULY 7, 2025

Carson Wealth’s Jon Read, CFP®️, ChFC®️, AIF®️, Partner, Wealth Advisor and Justin Schultes, CFP®️, AIF®️, MBA, Partner, Wealth Advisor with some discussion around the importance to stay in the market. The post Missing the 10 Best Days Can Crush Returns appeared first on Carson Wealth.

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Wealth Advisor CFP Marketing Marketing 52

Tobias Financial

MARCH 11, 2025

In times of economic uncertainty, market fluctuations can create anxiety for investors as they wonder what these changes mean for their savings, retirement accounts, and overall financial strategy. government on goods from Canada, Mexico, and China have contributed to investor concerns, leading to market declines.

Financial Advisor 52

Financial Advisor Wealth Advisor CFP Commission 52

Financial Symmetry

JULY 21, 2025

Leading Through Uncertainty While headlines echo daily hardships, natural disasters, and turbulent markets, our commitment remains unshaken: stay calm, think long-term, and serve with excellence. Abigail Hinson returns as a Client Service Associate.

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CFP Tax Planning Wealth Management Taxes 57

Your Richest Life

JANUARY 9, 2025

Between a new presidential administration, interest rates in flux and record-breaking markets, there is a lot to keep an eye on throughout the year ahead. But before we consider whats to come, lets take a look back at how 2024 stacked up: 2024 Recap: A Year of Market Highs The U.S. One possible reason for the dip was the Feds Dec.

Economy 52

Economy Marketing Marketing Fee Only 52

Carson Wealth

JUNE 27, 2025

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 difference between a market correction and a bear market. The post Market Correction vs Bear Market appeared first on Carson Wealth.

Marketing 52

Marketing Marketing Wealth Advisor CFP 52

Investing Caffeine

MAY 1, 2025

Does the media want you to believe the accurate, long-term stock market prosperity story? When markets fall, they sell Armageddon. When markets soar, they sell nirvana. ” And history has shown that listening to the media during times of extreme market volatility often leads to poor decisions.

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Media Economy Investing Investments 52

Darrow Wealth Management

NOVEMBER 7, 2024

Investors tend to anchor to the IPO price or all-time high in the open market. Volume relative to your sales goals, options strategies (like writing a covered call) after the lock up period if you left the company, limit orders, dollar-cost averaging versus selling a big market order, etc. Make sure you have enough liquidity for taxes.

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Taxes Wealth Management Tax Planning Wealth Advisor 98

Your Richest Life

APRIL 11, 2025

If theres one thing the stock market hates, its uncertainty. The markets have been on a bit of a roller coaster ride recently, with the DOW falling more than 4,000 points after the tariffs were announced, only to rebound again after Trump announced a 90-day pause on most of the tariffs. What Should You Do Now?

Marketing 52

Marketing Marketing Fee Only Portfolio 52

Investing Caffeine

NOVEMBER 3, 2024

Uncertainty is generally petrifying to investors, resulting in downward pressure on stock prices, but with less than a week until election day, the stock market is providing more treats than tricks. growth rate for Q3 Resilient Jobs Market: The just-reported unemployment rate of 4.1% Slome, CFA, CFP® Plan.

Economy 52

Economy Economics CFP Government 52

Investing Caffeine

DECEMBER 2, 2024

Investors certainly can also be grateful for the performance of the stock market, which has had a phenomenal year thus far (see chart below): • S&P 500: +26.5% • Dow Jones Industrial Average:+19.2% • NASDAQ: +28.0% If these promises come to fruition, these changes could augur well for corporate profits and a rising stock market.

Marketing 52

Marketing Marketing Valuation Economics 52

Carson Wealth

DECEMBER 17, 2024

By Brady Marlow, CFP, AEP, CAP, CPWA, CExP , Director, Carson Private Client Wealth Strategy Although most people focus first on loved ones in developing their estate plan, you may also want your legacy to include continuing support of issues and organizations youre passionate about.

Estate Planning 52

Estate Planning Planning Distribution Taxes 52

Abnormal Returns

MAY 19, 2025

citywire.com) Advisers How to market to a niche, even if you aren't a niche provider. kitces.com) The CFP Board a new AI-powered exam prep platform. (riabiz.com) Basic Capital wants to bring leverage to your 401(k) plan. wealthmanagement.com) Data provider YCharts is for sale.

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CFP Clients Planning Sales 147

International College of Financial Planning

JULY 16, 2025

This makes it highly unaffordable from an investment point of view The closing price of Nippon Gold bees (no reco) as of market closing yesterday is 81₹. Cut that down to REIT traded as ETF in the Live market. GOLD As of last evening, the Gold price for 22 Karat is around 9K.

Investing 40

Investing Investments Retail Assets 40

Investing Caffeine

APRIL 1, 2025

Immediately after the 2024 presidential elections, positive animal spirits catapulted the stock market higher due to hopes of stimulating tax cuts and deregulation legislation. As a result, the advancing bull market took a breather and transformed into a weary bear during March. Slome, CFA, CFP Plan. stagflation).

Economy 52

Economy Economics Taxes Manufacturing 52

Investing Caffeine

JUNE 2, 2025

Tariffs and trade have dominated the media headlines since the beginning of the year, creating a volatile rollercoaster ride in the financial markets and broader economy. The stock market, voters, and time will ultimately serve as the principal judges. Slome, CFA, CFP Plan. and the U.K. was announced earlier this month.

Economics 40

Economics Economy Manufacturing Taxes 40

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. We’ll talk about tariffs later on. this year.

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Economics Portfolio Taxes Numbers 52