Investing Caffeine

JUNE 2, 2025

Tariffs and Free Trade 101: China & France Experiment To illustrate, lets reference an example drawn from an op-ed by Princeton economist Burton Malkiel , author of the legendary finance book A Random Walk Down Wall Street. Slome, CFA, CFP Plan. Every country enjoys a comparative advantage in producing certain goods.

Economics 40

Economics Economy Taxes Manufacturing 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. So far, it’s been very informative.

Economics 52

Economics Portfolio Taxes Numbers 52

The Big Picture

MAY 13, 2025

So we can, we can attract talent in the CFP ranks from multiple 00:25:59 [Speaker Changed] Spots. And then that is essentially what, what I’m referring to as self-directed. So it’s possible. Luckily we have other domestic offices, not just Pennsylvania. There’s also Charlotte and Arizona and Dallas.

Clients 130

Clients Investing Investments Management 130

The Better Letter

MARCH 18, 2025

” Despite that reality, according to a study undertaken by the CFP Board , 88 percent of consumers and 30 percent of financial advisors think it’s easy to manage money. But the term wasn’t used in reference to college basketball until 1982, when CBS broadcaster Brent Musburger used it during that year’s coverage.

Numbers 76

Numbers Marketing Marketing Medicine 76

Nerd's Eye View

JUNE 2, 2025

Zoe Financial has announced a $29.6M Zoe Financial has announced a $29.6M Zoe Financial has announced a $29.6M

Financial Planning 130

Financial Planning Clients CFP Planning 130

Investment Writing

FEBRUARY 6, 2024

“Do I need to use the ® mark with my CFP designation”? This question spurred me to do some research on whether one must always write “CFP ®.” In fact, I rarely included an interviewee’s CFP designation because space was tight. Here’s the CFP Board’s response to my tweet on the topic.

CFP 103

CFP Certified Financial Planner Advertising Financial Planner 103

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 246

Financial Planner CFP Clients Planning 246

Nerd's Eye View

AUGUST 15, 2022

Pro bono financial planning refers to free, no-strings-attached financial advice and planning for underserved people. Any advisor with the CFP certification can use the AGB platform after completing an online, 60-minute training session, after which advisors can set their availability for pro bono client meetings.

Clients 240

Clients Financial Advice Financial Planning Fee Only 240

Nerd's Eye View

JULY 25, 2022

Which is relevant already in 2022 for any advisors who are registered in one of the 3 states (as their home state, or simply a state in which they have more than the de minimis number of clients) that has already rolled out the IAR CE obligation – Maryland, Mississippi, and Vermont – and will be relevant for far more advisors in the years (..)

Education 244

Education Financial Planning Estate Planning CFP 244

Nerd's Eye View

AUGUST 15, 2022

Pro bono financial planning refers to free, no-strings-attached financial advice and planning for underserved people. Any advisor with the CFP certification can use the AGB platform after completing an online, 60-minute training session, after which advisors can set their availability for pro bono client meetings.

Clients 227

Clients Financial Advice Financial Planning Fee Only 227

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 189

Financial Planner CFP Clients Planning 189

International College of Financial Planning

SEPTEMBER 7, 2024

Whether you are already a professional in the financial sector or just beginning your journey, earning the Certified Financial Planner (CFP®) designation can be a game-changer. The CFP® Fast Track course offers a quick, efficient pathway to certification, allowing you to accelerate your career in the financial planning industry.

CFP 52

CFP Certification Certified Financial Planner Financial Planning 52

Million Dollar Round Table (MDRT)

OCTOBER 11, 2022

By Renee Hanson, CFP, CDFA We talk a lot about the value we provide to centers of influence (COIs). In other words, we were trying to identify what we’d done wrong or not done well to be able to earn her trust and confidence to refer people to us. There’s added value that we bring outside of just referring a client.

CFP 93

CFP Retirement Clients Numbers 93

Million Dollar Round Table (MDRT)

NOVEMBER 28, 2023

By Jenny Brown, CFP, FChFP Marketing and branding are about your public identity, or what others think of you and your business. It also means referral partners are compelled to refer to you, as they are in line with your views and can trust that you will provide an exceptional level of service to their clients.

Clients 96

Clients CFP Media Marketing 96

Million Dollar Round Table (MDRT)

MAY 5, 2024

By Clay Gillespie, CFP, CLU This is pretty simple for me: My No. So, I’ll refer them to somebody who specializes in that area. 1 prospect is somebody five years from retirement. 1 client is somebody who’s retired. There are a lot of people who come in and don’t know my specialty. It’s part of the process.

Retirement 103

Retirement CFP Clients Management 103

Carson Wealth

MARCH 26, 2024

By Mike Valenti, CPA, CFP®, Director,Tax Planning LLCs can provide legal protections and a level of anonymity, either or both of which can be beneficial for business owners, investors, and others with valid intentions. For more information, refer to [link]. After 2024, new entities will have 30 days to file the report.

License 129

License CFP Tax Planning Taxes 129

eMoney Advisor

JUNE 8, 2023

I have been sharing my pronouns professionally for some time now on social media, during video meetings, and in discussions,” Laura LaTourette, CFP®, said in an editorial for Financial Planning magazine. For advisor and LGBTQ+ ally Woody Derricks, CFP®, ADPA®, this is a commonsense approach. “It’s

CFP 85

CFP Financial Planning Clients Financial Planner 85

MainStreet Financial Planning

JULY 6, 2023

Build Your MoneyGuide Pro Financial Plan Skills Exclusive for Current Clients Hosted by: Cynthia Flannigan, CFP® Every year we review the MoneyGuide Pro software projecting the income, goals and expenses for your financial plan to check that you are on track. When you register, we’ll confirm you have your log in and password. Register Here!

Financial Planning 52

Financial Planning Planning CFP Clients 52

Envision Wealth Planning

MARCH 17, 2022

Making things worse, many people simply refer to any financial professional as a financial advisor. By contrast, the term investment advisor (also spelled as “adviser” see below) is a legal term that refers to an individual or company. A Certified Financial Planner (CFP) fiduciary definition matters.

Certified Financial Planner 52

Certified Financial Planner Investing Investments Financial Planner 52

Darrow Wealth Management

OCTOBER 21, 2024

Cash in exchange for your shares Again, refer to the terms of the deal! Nationally Recognized Wealth Advisor in Stock Compensation Selection of media appearances by Kristin McKenna CFP®, President of Darrow Wealth Management and a nationally recognized specialist in employee stock options and equity compensation.

Taxes 116

Taxes Wealth Management Planning Media 116

Carson Wealth

AUGUST 31, 2022

Scott Budd, CFP ®. For the record, Part A and Part B are often referred to as “Original Medicare.” Senior Wealth Planner . Choosing the right Medicare plan is one of the most important decisions seniors are faced with. It’s also one of the most difficult. The health care system isn’t user-friendly to begin with.

Planning 98

Planning Medical Insurance CFP 98

Harness Wealth

MAY 25, 2023

Keep in mind that many financial advisor certifications and distinctions, including the Certified Financial Planner (CFP) , uphold strict ethical standards, and require their financial advisors to act as a fiduciary, meaning that they must put the needs and best interests of the clients ahead of their own.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Darrow Wealth Management

OCTOBER 1, 2022

In the most extreme examples, this is referred to as being “house poor.” Article written by Darrow Advisor Kristin McKenna, CFP® and originally appeared on Forbes. Using extra income or savings to pay down a mortgage faster moves your most liquid asset (cash) into a very illiquid asset (your home).

Retirement 105

Retirement Taxes Math CFP 105

Indigo Marketing Agency

FEBRUARY 6, 2020

About Bryan Lee, CFP ®. In addition to being a Certified Financial Planner (CFP ® ) practitioner, his educational background includes an undergraduate degree in Investments and an MBA in International Finance from the University of North Texas in Denton. Bryan Lee founded Strategic Financial Planning Inc.

Certified Financial Planner 52

Certified Financial Planner CFP Fee Only Financial Planning 52

Carson Wealth

JANUARY 14, 2023

CFP ® , Director of Consumer Investment Research  Being a fiduciary is holding a duty to a client that a financial advisor will act in the best interests of the client rather than the best interests of the advisor, the advisor’s employer, or any other entity. This may sound simple. Craig Lemoine, Ph.D., Why Choose a Fiduciary?

Financial Advisor 52

Financial Advisor CFP Certified Financial Planner Risk Tolerance 52

Darrow Wealth Management

MAY 22, 2023

It’s the reference interest rate for overnight borrowing between financial institutions like banks. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes. Understanding the yield curve When interest rates change, they don’t often do so uniformly across the curve.

Investing 105

Investing Investments Accounting Wealth Management 105

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. If they don’t, he refers them to a flat fee advisor. He is a CFP and financial advisor, founder or measure twice Financial. CODY GARRETT, CFP®: A… Absolutely, thanks so much for inviting me, Sarah. Podcast transcript.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

eMoney Advisor

FEBRUARY 1, 2023

3 When we place this in the financial context, we are referring to our money experience. This logic is supported by the CFP Board’s recent addition of the Psychology of Financial Planning as a core competency. Our prior experiences and exposures around money (e.g.,

Clients 93

Clients Financial Planner Financial Advisor Financial Planning 93

AdvisorPR

SEPTEMBER 28, 2023

This automated media query platform has connected CFP® professional FPA members with over 7,300 media opportunities covering various financial planning and personal finance topics. Downloadable reference materials to provide members with tangible resources for future media opportunities. Media Mastery 2.0—modules

Financial Planner 52

Financial Planner Media Certified Financial Planner CFP 52

Validea

APRIL 5, 2023

By Jack Forehand, CFA, CFP® ( @practicalquant ) — Most of us who build factor-based portfolios rely on academic research as the underpinning of our strategies. Momentum Premium The momentum premium refers to the tendency of stocks that have performed well in the recent past to continue outperforming in the near future. Asness et al.

Investing 69

Investing Investments CFP Portfolio 69

Steve Sanduski

AUGUST 31, 2022

Julie previously co-hosted the podcast Becoming Referable. Jeremy Keil , CFP®, CFA, CIMA®, the founder of Keil Financial Partners. And once you get over those initial jitters and refine your format, you’ll find your voice, a wealth of content you can repurpose, and a personal way connect to clients and prospects.

Financial Advisor 59

Financial Advisor Media Wealth Advisor CFP 59

Zoe Financial

APRIL 21, 2023

Depending on the industry they’re entering, there are different points of reference to help determine their market value by comparing skills, experience, and qualifications to those of other professionals in similar roles. The important thing is, the sooner they understand their value, the sooner they become independent.

Taxes 76

Taxes Financial Advisor CFP Retirement 76

Darrow Wealth Management

OCTOBER 24, 2022

To simplify, RMD age is often referred to as beginning the year you turn 72. Article written by Darrow Advisor Kristin McKenna, CFP® and originally appeared on Forbes. Should you delay distributions from retirement accounts as long as possible? Perhaps this meets your cash flow needs, but perhaps not.

Distribution 80

Distribution Retirement Taxes Accounting 80

Carson Wealth

FEBRUARY 7, 2023

By Paul West, Managing Partner, CFP ® , CAP ® , CExP Business owners: do you know that the first $10,000,000 of business sale proceeds could be tax-free? Owing no federal income tax after selling stock may seem far-fetched, but in some instances it’s possible. There is no AMT adjusted for the 100% exclusion QSBS.

Taxes 52

Taxes Sales CFP Planning 52

Carson Wealth

DECEMBER 13, 2022

CFP ® , Director of Consumer Investment Research . When we phrase a process as “managing family wealth” or “managing client wealth,” we are generally referring to considering current income, legacy and philanthropic goals of a client’s portfolio. Craig Lemoine, Ph.D., Why the confusing variety?

Wealth Management 52

Wealth Management Financial Advisor Management Certified Financial Planner 52

AdvisorPR

FEBRUARY 4, 2022

The CFP® Board has done a stellar job of creating consumer brand awareness and credibility through its compelling PSA campaigns. Unless your clients always refer to you as “Mr. or Mrs. Smith,” use your first name after the first reference of your full name. Clarify Your Value. Your bio should reflect that.

Media 52

Media Clients Education Certification 52

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