A Wealth of Common Sense
JUNE 20, 2023
To be a successful investor you need to possess a number of different traits. You need to understand how math, statistics and probabilities work. You also need a deep understanding of financial market history from booms to. You need to understand corporations and the global economy generally function over the long haul.
Nerd's Eye View
MARCH 21, 2023
We also talk about how, when Brenda realized she would have to take care of her younger sibling, she asked for help and her high school placed her in a cooperative education program that got her a job as a teller at a credit union which began her career in the financial services industry, how, later in her career, Brenda began a job in insurance (because (..)
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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. To be a successful investor you need to possess a number of different traits. You need to understand how math, statistics and probabilities work.
Walkner Condon Financial Advisors
JUNE 2, 2023
CFP Board certificant data makes one thing clear: “the issue of the low number of women CFP® professionals is primarily a problem of attraction, and not one of retention. According to Her Money , more people are seeking professional financial advice, creating greater opportunities for more women to enter the field.
The Big Picture
MAY 9, 2024
Bad financial advice reaches naïve, impressionable consumers of social media without any guardrails or controls. I doubt he’s run the real numbers of being invested in the stock market tax deferred with an additional company match. 2 Sure, you can claim mainstream media is bad, but social media is worse.
Sara Grillo
MAY 8, 2023
KEY POINT For advisors: When you look at the illustration and you see an illustrated rate that is 5, 6, 7% based on the maximum AG 49 rate, which is the cap applied to the historical data, as an advisor you should ask for a much lower number, such as 2-4%. Undisclosed #3 Try to ignore the illustration The illustrations are a distraction.
The Big Picture
JUNE 6, 2023
And they do that for 35 years tweaking numbers I go you won, you won the game. Number one, everybody has credit cards, everybody misunderstands how to use them, and there are actually some secret perks that people have no idea about. In fact, here’s the phone number you call, and you will get your $37 fee waived.
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