The Big Picture

JUNE 24, 2023

Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Evolution of Financial Advice. You need to understand how math, statistics and probabilities work. To be a successful investor you need to possess a number of different traits.

Math 268

Math Advertising Financial Advice Assets 268

Sara Grillo

JUNE 24, 2024

The math behind Universal Life Insurance Interest Rates is a twisted web and most consumers are deceived. Know how the math works so you can see the potential risks that may exist with your policy. But before we get into it… Look, there are alot of schmucks out there hawking crap products disguised as financial advice.

Insurance 59

Insurance Math Financial Advice Compliance 59

Sara Grillo

MAY 16, 2022

Although the cost of financial advice has come done somewhat from past years, investment management and financial planning are still ludicrously expensive. For many people, the high cost of financial advice makes it non-accessible. I’m pleased to present you with a list of low cost financial advisors!

Financial Advisor 52

Financial Advisor Financial Advice Financial Planner Assets 52

Nerd's Eye View

MARCH 21, 2023

And be certain to listen to the end, where Brenda shares how she always thought she wasn’t good with numbers but found she enjoys financial planning because she can combine her intuitive math skills with her love of working with people, educating, and having deep conversations that can impact the future of clients’ lives, how Brenda is (..)

Financial Advice 246

Financial Advice Insurance Financial Planning Financial Advisor 246

The Big Picture

DECEMBER 6, 2022

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. What is the financial advice world like in Europe? So a phenomenal learning experience with both Jefferies and Morgan Stanley. What’s it like in Spain?

Clients 162

Clients Investments Investing Management 162

Good Financial Cents

APRIL 19, 2023

Betterment is great at reducing any taxes you have to pay on your investments, and they work with you to give you the best financial advice through their algorithms. The math when paying down debt is simple – if your loan is currently at 7% and you refinance at 3%, that’s equivalent to a 4% return on your money!

Accounting 105

Accounting Investments Investing Media 105

The Big Picture

JUNE 6, 2023

RITHOLTZ: That’s more counseling than it is financial advice. It’s much deeper than math. RITHOLTZ: So, this raises a really interesting question, people reveal very embarrassing challenging financial habits, how did you get these folks to come clean on them? They know that they should probably pay off debt.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

Sara Grillo

JUNE 17, 2024

The regulators don’t force insurance companies to provide in-force illustrations to their Universal Life policy holders and it allows them to deceive consumers who aren’t prepared to do the math required to know the truth. Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues.

Insurance 59

Insurance Financial Advice Math Compliance 59

Walkner Condon Financial Advisors

JUNE 2, 2023

In this regard, financial planning seems to differ from science, technology, engineering and math (STEM) careers where many women leave their jobs in their mid-thirties after a few years of experience on the job.” Once women achieve their CFP® certification, the rate of relinquishment is extremely low. It can be a truly special role.

Financial Planning 98

Financial Planning Planning CFP Certified Financial Planner 98

The Better Letter

NOVEMBER 2, 2023

He offers tough-love financial advice, hosts a nationally syndicated radio program, and has written several books. I couldn’t make that math work at all plausibly. Could It Be True? Did I mention that he’s a big deal? Dave’s main themes focus on morality, character, and changing the culture. Did you catch it?

Certified Financial Planner 96

Certified Financial Planner Investments Investing Portfolio 96

Sara Grillo

MAY 8, 2023

The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. If yes… Join the Transparency Advisor Movement.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

The Big Picture

MAY 16, 2023

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. So to think that… RITHOLTZ: This is not financial advice, you can say it on the air.

Media 290

Media Investments Investing Valuation 290