Abnormal Returns
NOVEMBER 6, 2022
awealthofcommonsense.com) A bear market allows you to restructure your portfolio without tax consequences. abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?
Abnormal Returns
DECEMBER 25, 2022
Strategy Six things that don't change in financial markets including the attraction of 'shiny objects.' semafor.com) Why the Child Tax Credit, despite widespread support, didn't get renewed. abnormalreturns.com) How market shocks affect our perceptions of risk. msn.com) Why didn’t the IRS do more to vet Trump’s finances?
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International College of Financial Planning
OCTOBER 26, 2023
A CFP® professional will critically assess the client’s current investments, suggesting modifications to ensure they resonate with the overarching financial strategy. Their mission transcends mere financial advisement; they aim to equip clients with the knowledge to navigate the financial journey with clarity and confidence.
Indigo Marketing Agency
JANUARY 24, 2024
He is mostly known to financial advisors for his monthly newsletter, Inside Information , which labels itself as “the most important information resource in the financial planning space.” She’s recognized as one of Investopedia’s 100 Top Financial Advisors , ranking within the top 10 for 2023.
Indigo Marketing Agency
JANUARY 24, 2024
He is mostly known to financial advisors for his monthly newsletter, Inside Information , which labels itself as “the most important information resource in the financial planning space.” She’s recognized as one of Investopedia’s 100 Top Financial Advisors , ranking within the top 10 for 2023.
Sara Grillo
APRIL 10, 2023
It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financial markets. That lead him to start Quest Asset Management, with the novel idea of putting investor interests first as a fiduciary, which was practically unheard of at the time.
The Big Picture
NOVEMBER 15, 2022
The advice part of being a financial adviser is the hard part. We’re kind of upside down in how we compensate and how we think about markets, right? NADIG: Because the ETF structure is inherently more tax fair, and that sounds like a weird — RITHOLTZ: No, it’s a 100% true. RITHOLTZ: Tell us why.
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