Nerd's Eye View

MARCH 8, 2024

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Financial Planner 205

Financial Planner Asset Allocation Clients Risk Management 205

Nerd's Eye View

DECEMBER 25, 2023

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Financial Advisor 223

Financial Advisor Financial Planner Insurance Clients 223

Workable Wealth

SEPTEMBER 30, 2020

Today, we’ll explore the ways you can participate in the stock market, namely the creation and management of your investment portfolio. What is your portfolio? Breaking Down a Portfolio. Your investments need a place to live. A portfolio is the place where you house and manage your investments.

Portfolio 52

Portfolio Investing Investments Government 52

Sara Grillo

MAY 23, 2022

What’s up with these “advice-only financial planners?” I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner? The benefits of advice-only financial planners.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Park Place Financial

NOVEMBER 29, 2022

Discover some of the benefits of structured products and their value for investment. Lower exchange risk: Incorporating structured products into your portfolio helps you. investments. Investment Planning with Park Place Financial. Our team will analyze your financial situation and leverage data insights and.

Certified Financial Planner 52

Certified Financial Planner Fiduciary Duty Retirement Planning Retirement 52

Good Financial Cents

AUGUST 11, 2022

Ad Robo-Advisors move with the market to ensure your investments. Robo-advisors offer easy account setup, robust goal planning, account services, and portfolio management all at a reasonable price - start investing today by clicking on your state. Invest in real estate. Look into actively managed portfolios.

Investing 110

Investing Investments Marketing Marketing 110

Park Place Financial

MARCH 14, 2022

FINANCIAL PLANNING What is Portfolio Rebalancing? Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Investments can be risky since markets constantly fluctuate, but strategies are available to help you maintain a well-balanced portfolio. About Rebalancing Investments.

Portfolio 52

Portfolio Asset Allocation Financial Planner Certified Financial Planner 52

Zajac Group

AUGUST 11, 2022

Does it make sense for your total investment portfolio? However, if your gut, and/or your investment plans don’t call for buying additional employee stock shares, maybe you shouldn’t. Bear that in mind as we walk through the numbers and theories involved. Is this something you would be comfortable with?

Taxes 52

Taxes Sales Numbers Investing 52

Sara Grillo

DECEMBER 12, 2022

“It comes down to the client’s needs, what the strategy is going to provide for the client, and then we look at how we can efficiently affect how those costs hit that client in their portfolio.” – Charles King. Just because you can put numbers on a piece of paper, doesn’t mean you’re providing value.” Doug Twiddy. Doug Twiddy.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Sara Grillo

AUGUST 14, 2023

Helping parents send their kids to college, care for an aging parent and retire with financial independence are literally what gets him up every day. Scott has been serving families for 29 years in the financial services space. In 2008, Kelly began working directly with clients as a financial planner. billion.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

APRIL 10, 2023

” -Scott Salaske Salaske says that it would be have to have a growth driver or utility, or else it would be like picking up a rock and putting it into your portfolio. Wright: So if gold is something a client could be invested in and potentially suitably recommended by an advisor, what is the argument against Bitcoin?

Investing 52

Investing Investments CFP Financial Advisor 52

The Big Picture

DECEMBER 28, 2022

It was a balanced portfolio. You would have guessed, had you known that a balanced fund, the stock and bond portfolio was going to do a lot better than just the pure stock funds over the next 16 years. They tend to hold almost identical portfolios. But old Wellington was not really a great and interesting place. RITHOLTZ: Wow.

Management 174

Management Investing Investments Clients 174

Clever Girl Finance

MARCH 19, 2024

You should also go over the numbers. And do I have any money invested? 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. A financial planner or an estate planning attorney can help you set things up correctly.

Financial Planning 69

Financial Planning Planning Budgeting Insurance 69

Sara Grillo

SEPTEMBER 26, 2022

Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. Wright: Well, and to respond to that, if I may. The confusion is with the CFP.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

In our debate we will discuss the following questions: The CFP Board harms consumer through its multi-million dollar ad campaigns by suggesting that CFPs are more ethical than non-CFP financial planners and by suggesting that its member standards are higher than those of regulatory agencies. Source: SEC. Source: CFP Board.

CFP 80

CFP Financial Planner Ethics Financial Planning 80