Walkner Condon Financial Advisors
JUNE 2, 2023
Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. women tend to live longer, making it much more important to plan for a longer retirement) or a subjective one (e.g.
Random Roger's Retirement Planning
JUNE 27, 2022
According to this white paper from ReSolve and Newfound, it does. This year, VBINX is down 18% while NTSX is down almost 24%, the math appears to check out. Back to the white paper linked above from ReSolve and Newfound who built a return stack portfolio that is far more sophisticated than my examples.
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Midstream Marketing
SEPTEMBER 24, 2019
As a financial advisor or other investment professional, you’re no doubt already well aware that the “math” side of the conversation is a large part of what your clients need help with every day. Retirement Planning. Retirement planning is a very precise process, and one that is unique to the individual.
The Big Picture
SEPTEMBER 19, 2023
One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. So I applied to Maryland State retirement.
The Big Picture
OCTOBER 31, 2022
We wrote a white paper that was associated with it. My first four years of teaching was his last four years before he retired. I saw him a lot after he retired — he lived in San Francisco — whenever my wife and I went there. You are going to be guaranteed great returns when you retire.
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