Walkner Condon Financial Advisors

SEPTEMBER 30, 2022

Looking into the Flexible CPI, particularly in 2015, the main driver of deflationary pressures was energy. He is a fee-only, fiduciary financial advisor who works with clients locally in Madison and around the country. We had a low overall print on CPI that year but it appeared to have almost no impact on Sticky CPI.

Financial Advisor 98

Financial Advisor Food Fee Only Economics 98

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

It’s actually quite instructive to look at this depiction of 2015 from our current 2023 perspective. From the lens of 1989, Marty’s 2015 Nikes with “power laces” seemed a logical progression (not to mention the auto-sizing “Members Only” jacket!).

Assets 59

Assets Investing Investments Marketing 59

Sara Grillo

AUGUST 14, 2023

In early 2015, Scott sold his ownership interest in the firm. If you are a fiduciary financial advisor, be prepared to defend the fiduciary standard and explain why you uphold it, what it means, and how your practice is operationally different as a result. He started Firstmetric a few years later.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

MAY 8, 2023

There was a great article in ThinkAdvisor in 2015 that provided an example of how the options written on IUL work. Source: Sara’s Grillo’s interpretation of knowledge imparted by ThinkAdvisor 2015 article, “How (and why) indexed universal life really works.” What’s this now – call options??

Insurance 59

Insurance Clients Financial Advisor Accounting 59

Sara Grillo

NOVEMBER 14, 2022

Fee only advisors can now purchase annuities for their clients without having to be licensed agents. In early 2015, Scott sold his ownership interest in the firm. Yet the investment and insurance communities seem to be on two different sides of the fence when it comes to a solution. He started Firstmetric a few years later.

Insurance 59

Insurance Retirement Financial Advisor License 59

Sara Grillo

MAY 23, 2022

What is an advice-only financial planner? Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. Financial planning is offered as a stand-alone product; it is the only thing that an advice-only financial planner does.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Sara Grillo

SEPTEMBER 26, 2022

In early 2015, Scott sold his ownership interest in the firm. Several years after the combined merger, Scott went on to grow the combined firm from advising approximately $60 million in client investment assets under management to more than $1.4 He started Firstmetric a few years later.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59