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. According to Her Money , more people are seeking professional financial advice, creating greater opportunities for more women to enter the field.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Sara Grillo

MAY 8, 2023

They go crazy and paint it with BS statements like: Tax-free guaranteed income Can’t lose money asset Upside potential with downside protection Privatized banking Be your own bank Remember that there is a floor to the crediting rate, but that doesn’t mean you can’t lose money. Here’s why that stinks.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

The Big Picture

JUNE 6, 2023

RITHOLTZ: That’s more counseling than it is financial advice. SETHI: When I show people for example that if you take a mortgage, you might as well just add on 50 percent to that mortgage to account for taxes, interest, maintenance, opportunity costs they are shocked they can’t believe it. Why aren’t they?

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

MAY 16, 2023

They kept the reputation intact by communicating with their investors. LINDZON: So at the time in 2013, you could look through the financial statements of Schwab and TD public statements, and they were spending $150 for a customer acquisition. So this is the math that I applied. So think about this, do the math.

Media 278

Media Investing Investments Valuation 278