Walkner Condon Financial Advisors

FEBRUARY 6, 2024

As these tables can take a while to be published or readily available, let’s for now break the past twenty years of available market data into two 10-year periods: 2003-2012 and 2013-2022. To make things simpler (as this discussion is about stocks) we’ll focus on the larger stocks in the three categories discussed above: U.S.

Assets 59

Assets Investing Investments Marketing 59

The Big Picture

APRIL 25, 2023

So, so let, let’s, that’s surprising because when we launched our firm in 2013, I felt like we were a decade past the real launch of registered investment advisories. And this seems to be an agreement to — RITHOLTZ: Restrict competition in the space of providing financial advice. RITHOLTZ: Really?

Compliance 162

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Sara Grillo

MAY 8, 2023

The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. If yes… Join the Transparency Advisor Movement. SARA GRILLO: Okay, Bobby.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

Sara Grillo

SEPTEMBER 26, 2022

2013, March). Scott Salaske is the founder and CEO of Firstmetric , a flat fee financial advisor firm in Troy, Michigan. Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way. City: Washington, DC. www.cfp.net.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59