Investing Caffeine

MAY 2, 2022

Slome, CFA, CFP®. Peter Lynch, arguably one of the greatest all-time investors (see Inside the Brain of an Investing Geniu s ), said it best when he stated, “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.”.

Electronics 59

Electronics Economy CFP Government 59

Validea

SEPTEMBER 21, 2022

By Jack Forehand, CFA, CFP® ( @practicalquant ) —. 12/31/2015 15.0% It looks like the 2022 bear market might be with us longer than many of us had hoped. A study of history would have told us in advance that the 2020 bear market was an anomaly based on how fast things turned around, but you still can’t blame us for hoping for a repeat.

Valuation 72

Valuation Marketing Marketing CFP 72

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. He is a CFP and financial advisor, founder or measure twice Financial. CODY GARRETT, CFP®: A… Absolutely, thanks so much for inviting me, Sarah. Podcast transcript. And today we have code Garrett here. Cody, thank you for being.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Validea

APRIL 5, 2023

By Jack Forehand, CFA, CFP® ( @practicalquant ) — Most of us who build factor-based portfolios rely on academic research as the underpinning of our strategies. 2015) find that most of the value premium comes from the long side, i.e., buying value stocks. And that makes a lot of sense. But just using academic research isn’t enough.

Investing 69

Investing Investments CFP Portfolio 69

eMoney Advisor

NOVEMBER 9, 2022

According to Koochel, McCoy, and Davis (2022) of the CFP Board’s section on Cultural Humility in The Psychology of Financial Planning 1 , Hays and colleagues (2015) present the ADDRESSING strategy to understand the dimensions of identity: A ge and Generation. D evelopment Disability.

Financial Planning 78

Financial Planning Planning Certified Financial Planner Financial Planner 78

Indigo Marketing Agency

JANUARY 17, 2022

Steve Sanduski Steve Sanduski is a CFP® professional and personal coach to financial professionals. She’s given over 600 presentations to more than 10,000 financial professionals since 2015. Jim Blankenship Jim Blankenship is a CFP® professional who specializes in Social Security, income tax, and personal finance. Guess what?

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Investing Caffeine

JULY 1, 2022

However, since 2008, the stock market has generally been on a consistent tear racking up a record of 10 wins, 2 losses (2015 and 2018), and one tie (2011). Slome, CFA, CFP ®. For 2022, the S&P 500 index is down -21%, including -8% last month. In recent years, the U.S. www.Sidoxia.com.

Economy 59

Economy Investing Investments CFP 59

Investing Caffeine

APRIL 1, 2022

On the surface this sounds scary, but do you remember what happened the last time the Fed tapped the interest rate brakes during 2015 – 2018? Slome, CFA, CFP®. The Fed’s goal is to increase the cost of borrowing, thereby slowing down the economy and reducing inflation. www.Sidoxia.com.

Economy 59

Economy Economics Valuation Investments 59

Sara Grillo

APRIL 10, 2023

Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short. ” – Robert Wright, CFP For someone to be able to send payments overseas, bitcoin and cryptocurrencies help with that. – Josh Gonzalez, CFP Wright: This happens in pharma as well. Wright: So is cash.

Investing 52

Investing Investments CFP Financial Advisor 52

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She’s given over 600 presentations to more than 10,000 financial professionals since 2015. Connect with him on LinkedIn here.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She’s given over 600 presentations to more than 10,000 financial professionals since 2015. Connect with him on LinkedIn here.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Investing Caffeine

FEBRUARY 1, 2022

Many people have short memories and forget the Fed hiked interest rates 10 times from the end of 2015 through 2018. Slome, CFA, CFP®. Although the Federal Funds interest rate target is expected to increase to 2.5% Furthermore, if you give the Fed the benefit of the doubt of achieving this uncertain target, this 2.5% www.Sidoxia.com.

Math 52

Math Assets Investing Investments 52

Sara Grillo

AUGUST 14, 2023

Kelly Nilsson, CFP®, CDFA®, JD Kelly’s journey in finance began in 1992, and for the first 17 years of her career she worked for financial marketing firms and insurance companies, during which time her clients were financial advisors. She obtained her CFP designation in 2003. Bogle and His Lifelong Battle to Serve Investors First.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

NOVEMBER 14, 2022

Mettler is a CFP® certificant (INSERT LINK WHEN AVAIL) and he says that even the CFP Board passed a fiduciary guideline. Macchia chimes in, saying he finds it ironic that the first module in the CFP program is risk management, which he interprets to be about insurance. They told him to read the FAQs (lol)! About Gary Mettler.

Insurance 59

Insurance Retirement Financial Advisor License 59

Walkner Condon Financial Advisors

JUNE 27, 2023

I know this feeling because I lost my job 2015. By: Mitch DeWitt, Financial Advisor, CFP®, MBA The post Job Loss Financial Checklist appeared first on Walkner Condon Financial Advisors. The company I was with at the time did a large round of layoffs and my job was eliminated.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52

Walkner Condon Financial Advisors

JUNE 27, 2023

I know this feeling because I lost my job 2015. By: Mitch DeWitt, Financial Advisor, CFP®, MBA The post Job Loss Financial Checklist appeared first on Walkner Condon Financial Advisors. The company I was with at the time did a large round of layoffs and my job was eliminated.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52

Sara Grillo

DECEMBER 12, 2022

A student of the industry, he also has the following designations: the Fellow, Life Management Institute (FLMI), the Chartered Life Underwriter (CLU), the Chartered Financial Consultant (ChFC), the Certified Financial Planner (CFP), and the Chartered Financial Analyst (CFA). Matt Pruitt, CFP®, CFA®. Chris Randall.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Tucker Advisors

NOVEMBER 11, 2021

In 2015 Google added tweets to its search results breaking away from platform-specific messaging and further embedding Twitter in the online framework. If you have qualifications or designations like CFP® or your series 65 , add it to your bio. Since its inception, Twitter has changed a lot. .

Financial Advisor 52

Financial Advisor Accounting Financial Advice Media 52

Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. Is it time to say “FU” to your CFP designation? Are they getting a raw deal?

CFP 80

CFP Financial Planner Ethics Financial Planning 80