Definition Investment Planning Retirement Planning 
Nerd's Eye View
MAY 17, 2024
Also in industry news this week: The SEC this week announced a proposed rule that would require RIAs to collect and verify their clients' personal information in an effort to prevent illicit activity, though many firms likely are taking many of these steps already Why larger RIAs and those that have been acquired tend to have worse client and staff (..)
Good Financial Cents
AUGUST 11, 2022
Instead of assuming interest rates are something to brag about, I thought I would tackle this area of investing as if interest rates were somewhat normal. In that case, I definitely would have a larger percentage of municipal bonds, the tax-free kind, in my portfolio. Step 10: Invest in Stocks. Step 11: Invest in Crypto.
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Clever Girl Finance
MARCH 19, 2024
You also want to ensure you have a basic understanding (at minimum) of any investment you make (e.g., You should also understand investment terms. Your investment plans should be part of your monthly budget, where you allocate a certain percentage of your income toward your investment goals.
Sara Grillo
AUGUST 14, 2023
Researching costs of investments, services, and products rendered to the client Assessing if risk is reasonable for the client Assessing if performance expectations are reasonable for the client But these are all loose definitions. What does the law actually say about the fiduciary standard? Lee holds a Ph.D.
Clever Girl Finance
JULY 16, 2023
” There are some life situations when you should definitely seek professional guidance. You can learn about the stock market, bonds, budgeting, retirement planning, and saving. Many people in this bucket have set up a simple investment plan. How to know Hiring a financial advisor can be costly.
Clever Girl Finance
JULY 16, 2023
” There are some life situations when you should definitely seek professional guidance. You can learn about the stock market, bonds, budgeting, retirement planning, and saving. Many people in this bucket have set up a simple investment plan. How to know Hiring a financial advisor can be costly.
Good Financial Cents
APRIL 10, 2023
When I was in high school, there was a kid in my class who I definitely *thought* was rich. This couple was definitely “rich” based on their income alone, but they were not wealthy at all. His family owned several fast-food restaurants and they had a huge house that was a lot nicer than mine.
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