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.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

The Big Picture

SEPTEMBER 19, 2023

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. Two reasons. We need writers.

Assets 141

Assets Management Portfolio Investing 141

The Big Picture

MARCH 12, 2024

You, 00:30:51 [Speaker Changed] You know, the fascinating thing is I have a vivid recollection of a paper, a white paper coming out by professors Reinhart and Rogo. And I was always good at math and, and I had been writing code since I was in the sixth grade. I never remember it. It was five financial crises.

Banking 141

Banking Investing Investments Marketing 141

The Big Picture

OCTOBER 31, 2022

We wrote a white paper that was associated with it. SCHWARTZ: They’re writing some papers on it, but they don’t seem to reflect it. RITHOLTZ: The research department in the FOMC don’t seem to communicate. We did it not only for the U.S., we did it internationally. It makes sense for me. SIEGEL: Yeah.

Numbers 141

Numbers Investing Investments Marketing 141