Abnormal Returns

SEPTEMBER 30, 2024

optimisticallie.com) 42% of the Russell 2000 companies have negative earnings. axios.com) Earlier on Abnormal Returns Adviser links: AI-assisted financial advice. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (axios.com) The China stock market rally has gotten U.S.

Financial Advising 261

Financial Advising Financial Advice Economy Media 261

NAIFA Advisor Today

JANUARY 28, 2025

Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.

Financial Planner 52

Financial Planner Recruitment Financial Services Retirement Planning 52

Mr. Money Mustache

JULY 23, 2024

I think we Mustachians have something that’s a bit more rare and special than standard financial advice, which is what makes it work so well: Standard Advice: Slash your spending and make sacrifices until you reach a certain savings percentage, and beyond that it doesn’t matter, it’s all personal choice.

Transportation 105

Transportation Retirement Medical Financial Advice 105

International College of Financial Planning

AUGUST 2, 2021

However, if you are looking to start at the top of the pyramid and wish to get into the seven or eight-figure annual salary mark at the beginning of your career you should seriously consider opting for the CFP or Certified Financial Planner path. This certification is Financial Planning Standards Board (FPSB).

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Inside Information

FEBRUARY 1, 2024

Morningstar, alas, joined this biased analysis trend; when I was helping them set up their advisor website back around 2000, some of the salespeople gleefully reported that they had landed Merrill Lynch as a big customer. Instead, they became tools that made financial planners more efficient. More money in our funds!)

Financial Planner 40

Financial Planner Financial Planning Clients Planning 40

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. The industry is typically about the implementation aspect of financial advice not educating and empowering the client.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

The Big Picture

JUNE 6, 2023

SETHI: Well, everybody thought they were a genius including me in 1999, 2000. RITHOLTZ: That’s more counseling than it is financial advice. You get a scholarship in high school, you put it in the stock market, and immediately lose half. How do you lose half of your money that quickly? RITHOLTZ: Sure. Why aren’t they?

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130