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.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

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.

Portfolio 40

Portfolio Math Management Investing 40

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.

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.

Assets 140

Assets Management Portfolio Investing 140

The Big Picture

MARCH 12, 2024

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. And I was always good at math and, and I had been writing code since I was in the sixth grade. I never remember it. It was five financial crises.

Banking 140

Banking Investing Investments Marketing 140

The Big Picture

OCTOBER 31, 2022

We wrote a white paper that was associated with it. And I’m like, “Well, if Bob Shiller is putting on the seatbelts, maybe he’s done the math, maybe I should be wearing a seatbelt in the back of the car.” And that’s where Jeremy came in because he was my right hand man, to say the least, in doing all this.

Numbers 140

Numbers Investing Investments Marketing 140