Zoe Financial

MARCH 21, 2025

Their role extends beyond investment managementthey can help with: Retirement Planning : Structuring your assets to support your desired lifestyle. Estate Planning : Ensuring your wealth is passed on according to your wishes. Risk Management : Protecting assets from unforeseen events.

Financial Advisor 40

Financial Advisor Estate Planning Strategic Planning Retirement 40

Carson Wealth

JULY 12, 2022

Using the CFP ® designation behind your name requires three years of experience, taking courses in financial planning, investments, risk management, estate planning, retirement planning, education planning and psychology. Retirement. CRPC ® – Chartered Retirement Planning Counselor.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Million Dollar Round Table (MDRT)

MAY 9, 2024

This helps them truly understand and connect with their assets, rather than shopping for the best rate in a fruitless search for yield,” said the 14-year MDRT member from Calgary, Alberta, Canada.

Retirement 105

Retirement Clients CFP Risk Management 105

NAIFA Advisor Today

DECEMBER 20, 2023

As a Retirement Income Certified Professional (RICP) and a Life and Annuities Certified Professional (LACP), John advises clients on retirement planning, investment planning, and risk management. He serves as a NAIFA leader and has held several leadership roles at the local, state, and national levels.

Financial Services 52

Financial Services Financial Planner Retirement Planning Financial Advice 52

Random Roger's Retirement Planning

MAY 4, 2025

There are countless, valid approaches to portfolio management but if you pick the right stock or niche, the fundamentals don't unravel and it continues to do what you'd expect it to do, why would you get out of the position? Maybe you trim a little for risk management but that is different than getting out completely.

Asset Allocation 59

Asset Allocation Portfolio Portfolio Management Engineering 59

NAIFA Advisor Today

FEBRUARY 15, 2023

Ike is highly skilled in analyzing long-term care insurance, Medicare supplement coverage, disability insurance, life insurance, and retirement planning. As a Financial Services Professional for Ike Trotter Agency , he provides healthcare, risk management, and "basic" estate planning solutions to families and small businesses.

Estate Planning 52

Estate Planning Retirement Planning Financial Consultant Financial Services 52

Tobias Financial

APRIL 11, 2024

Edzai and Franklin will cover a wide range of essential topics including managing student debt, understanding employer-provided benefits, retirement planning fundamentals, holistic asset allocation for tax-efficient returns, risk management, and asset protection strategies.

Wealth Advisor 52

Wealth Advisor Financial Planning Planning CFP 52

International College of Financial Planning

NOVEMBER 10, 2021

Financial Risk Manager (FRM) – If you love solving problems and wish to help your clients mitigate risks you can turn your attention to a career as a Financial Risk Manager. You can also undertake the globally recognized course in risk management from GARP (Global Association of Risk Professionals).

Investment Advisor 52

Investment Advisor Investing Investments Certified Financial Planner 52

SEI

AUGUST 2, 2022

Retirement plan sponsors. Setting a strategic asset allocation and stress testing it, as part of the risk management exercise, is a critical component in “pre-experiencing” such downturns. Part of the risk management process should be structed around pre-experiencing downturns. Tue, 08/02/2022 - 14:05.

Nonprofit 52

Nonprofit Marketing Marketing Risk Management 52

Trade Brains

DECEMBER 7, 2023

The topics covered are personal finance math, retirement problems, introduction to mutual funds, the concept of fund & NAV, equity schemes, debt funds, investing in bonds, index funds, rolling returns, Exchange-traded funds(ETF) and basics of macroeconomics. You can enroll in the course here. You can enroll in the course here.

Budgeting 59

Budgeting Certification Education Asset Allocation 59

Random Roger's Retirement Planning

OCTOBER 10, 2022

That seems unlikely but it isn't impossible which is why calls for 15, 20, even 30% for managed futures is poor risk management, it takes on too much, single strategy risk.

Management 98

Management Risk Management Asset Allocation Assets 98

International College of Financial Planning

MARCH 31, 2023

Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals. Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management.

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

Fortune Financial

SEPTEMBER 25, 2023

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Certified Financial Planner (CFP) CFPs are professionals who have completed rigorous education, passed a comprehensive exam and have substantial experience in financial planning.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

International College of Financial Planning

JULY 30, 2022

Earning the CFP designation requires a rigorous course of study covering investment planning, income taxation, retirement planning and risk management. A Person who completes the CFP course is qualified to provide financial planning services to those with a high degree of financial responsibility.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Assets CFP 52

Random Roger's Retirement Planning

OCTOBER 16, 2024

The mystery fund is the McElhaney Sheffield Risk Managed ETF (MSMR). It didn't have a great day. Earlier this week, I wrote about a mystery ETF and tested it out as part of a diversified portfolio. It owns equites via two different strategies, trend and sector rotation.

Portfolio 97

Portfolio Risk Management Taxes Numbers 97

Random Roger's Retirement Planning

MAY 24, 2024

So a quick look at the Global X S&P 500 Tail Risk ETF (XTR) which owns the S&P 500 with a put option overlay and the GlobalX S&P 500 Risk Managed Income ETF (XRMI) which owns the S&P 500, sells a covered call, buys a put and has a very high "yield."

Asset Allocation 98

Asset Allocation Risk Management Taxes Portfolio 98

Zoe Financial

MARCH 21, 2025

Their role extends beyond investment managementthey can help with: Retirement Planning : Structuring your assets to support your desired lifestyle. Estate Planning : Ensuring your wealth is passed on according to your wishes. Risk Management : Protecting assets from unforeseen events.

Financial Advisor 45

Financial Advisor Estate Planning Strategic Planning Retirement 45

Steve Sanduski

FEBRUARY 6, 2023

Retirement planning is not really as much of a focus for my clients. They’re really focused on transferring wealth to the next generation, charitable gifting, cash flow management, different aspects of planning, and then reporting because of the complexity. ” Seeing the whole picture.

Clients 98

Clients Portfolio Risk Tolerance Budgeting 98

International College of Financial Planning

MAY 30, 2023

Financial literacy enables individuals to understand the risks and rewards associated with different investment options and develop a diversified investment portfolio aligned with their financial goals. Risk management and insurance Risk management involves identifying, assessing, and mitigating financial risks.

Retirement Planning 40

Retirement Planning Education Budgeting Debt Management 40

Nationwide Financial

JUNE 5, 2023

Establish yourself as a risk management partner: You are in a great position to help your clients as a risk management partner and help them create a comprehensive strategy for protecting their business. Make sure your discussions include their individual investment portfolios and retirement plans.

Economics 52

Economics Risk Management Clients Planning 52

Fortune Financial

SEPTEMBER 25, 2023

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Certified Financial Planner (CFP) CFPs are professionals who have completed rigorous education, passed a comprehensive exam and have substantial experience in financial planning.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Random Roger's Retirement Planning

MARCH 29, 2025

First up, Phillip Toews who runs an asset management shop and who wrote a book about about behavioral portfolio construction wrote about understanding market history and a section on how to build robust portfolio that reads like he could have outsourced that part of the article to me. It covers a lot of the same ground that we cover here.

Portfolio 59

Portfolio Management Distribution Risk Management 59

James Hendries

OCTOBER 5, 2022

As you get nearer to retirement, you may take advantage of the increased limits for retirement contributions. This additional amount may help boost your retirement savings while taking advantage of the tax breaks that retirement plans offer. Investing involves risks including possible loss of principal.

Retirement 52

Retirement Taxes Retirement Planning Accounting 52

Random Roger's Retirement Planning

DECEMBER 19, 2024

A smaller portion of the drop was attributable to their risk management process dictating the sale of a "couple of positions." The huge spike in the VIX required them to mark a couple of positions to market that they believe will self correct (snap back) quickly. We'll see. I would reiterate that the spike in VIX yesterday was huge.

Risk Management 52

Risk Management Portfolio Clients Management 52

International College of Financial Planning

SEPTEMBER 7, 2024

At its core, the CFP® Fast Track equips you with the expertise to offer sound financial advice, specializing in areas such as retirement planning, risk management, tax planning, and wealth management. Why Choose the CFP® Fast Track?

CFP 52

CFP Certification Certified Financial Planner Financial Planning 52

Random Roger's Retirement Planning

APRIL 30, 2024

There was a related fund that we've looked at a few times, the Newfound Risk Managed US Growth which is now closed, it had symbol NFDIX and as opposed to 100/100, it was 75/75. It too lagged badly.

Portfolio 95

Portfolio Management Risk Management Clients 95

International College of Financial Planning

APRIL 25, 2024

This certification is recognized globally and showcases a deep, systematic understanding of personal financial management, including investment planning, risk management, tax planning, and retirement planning.

Certification 52

Certification CFP Certified Financial Planner Financial Planning 52

International College of Financial Planning

JULY 10, 2023

These encompass a wide array of subjects such as professional conduct and regulation, general principles of financial planning, and specific areas like estate planning, tax planning, investment planning, retirement planning, risk management, and insurance planning.

CFP 52

CFP Certified Financial Planner Financial Planner Financial Planning 52

Midstream Marketing

DECEMBER 6, 2024

Running focused social media campaigns that highlight their services and share their skills in areas like tax planning or retirement planning. This practice supports good risk management. Writing helpful blog posts that talk about common money problems and give good advice to the target audience.

Marketing 52

Marketing Marketing Media Engineering 52

Random Roger's Retirement Planning

OCTOBER 14, 2024

A couple of snippets from the fact sheet are that $$F "is focused on delivering growth, but with an emphasis on risk management through stop loss techniques and use of defensive allocations" and "attempts to limit the downside during bear markets then capture upside when the market rebounds."

Portfolio 95

Portfolio Assets Risk Management Management 95

Zoe Financial

FEBRUARY 21, 2023

Additionally, financial advisors focus on helping you achieve long-term goals like retirement planning. They may also offer services such as setting up investment accounts or retirement plans that fit your unique needs. CFAs also show accounting, economics, portfolio management, and security analysis knowledge.

Financial Advisor 40

Financial Advisor Accounting Certified Financial Planner Certification 40

Random Roger's Retirement Planning

JULY 14, 2023

And again, there may never be a consequence for that risk, but not realizing the risk you're taking until after the blow up is not good portfolio/risk management. If you're an indexer then you should not care.

Portfolio 73

Portfolio Risk Management Accounting Taxes 73

WiserAdvisor

MAY 31, 2023

Consider consulting with a professional financial advisor who can explain the pros and cons of both the plans so you can make an informed decision based on your unique financial needs and goals. This article explores the pros and cons of both retirement plans and provides a comparison to help you choose the best option for your retirement.

Planning 40

Planning Retirement Planning Retirement Accounting 40

Random Roger's Retirement Planning

JUNE 7, 2023

Actually allocating 60% to some sort of diversifier seems like poor risk management. That caused a lot of the funds in the space to go down close to 10%. Why couldn't something even worse happen? Now I am adding a third portfolio as follows with the results. BTAL and MERFX are personal and client holdings.

Portfolio 81

Portfolio Management Risk Management Clients 81

Random Roger's Retirement Planning

DECEMBER 10, 2022

More single stock ETFs - As I said on Friday, I believe a use case for these can emerge related to risk management, volatility management and/or capital efficiency. 1.25X Leveraged ETFs - Here I mean slight leverage to broad based index funds as means of capital efficiency not gone berserk.

Risk Management 75

Risk Management Assets Clients Government 75

Random Roger's Retirement Planning

APRIL 7, 2024

I have mentioned a predecessor fund the Corey (or Corey's company) managed, the Newfound Risk Managed US Growth Fund which recently closed, it had symbol NFDIX. Even in that example there might not be a problem but I would spend the time to figure that out. Here comes some harshness. It was a 75/75 stocks/bonds fund.

Management 97

Management Portfolio Portfolio Management Risk Management 97

International College of Financial Planning

MAY 29, 2023

Individual Investor Individual investor courses can help you understand the basics of investing, such as stock market analysis, portfolio management, and risk management. Depending on your qualifications and experience, you can also pursue corporate finance, risk management, and financial planning roles.

Certified Financial Planner 40

Certified Financial Planner Financial Planner Wealth Management Certification 40