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. Once women achieve their CFP® certification, the rate of relinquishment is extremely low. This material is intended for educational purposes only.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

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. The Power of Financial Advisor Calculators. True Cost of Living Calculator. Mortgage Refinance Calculator.

Financial Advisor 52

Financial Advisor Retirement Planning Retirement Planning 52

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. Two reasons. There was a good equity rebound.

Assets 141

Assets Management Portfolio Investing 141

The Big Picture

MARCH 12, 2024

That includes all of its changes in its property taxes, it’s, it’s depreciable life for the improvements of the assets. You, 00:30:51 [Speaker Changed] You know, the fascinating thing is I have a vivid recollection of a paper, a white paper coming out by professors Reinhart and Rogo. I never remember it.

Banking 141

Banking Investing Investments Marketing 141