eMoney Advisor

MAY 1, 2023

John Eing, MBA, CPA, CFP® “Understanding cultural values can make you a better financial planner. James Lee, CFP® “Financial planning services are wanted and needed, and I feel that my service to FPA is my way of scaling financial planning to more people throughout society.” Here are eight of their stories to enjoy.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

eMoney Advisor

JANUARY 12, 2023

A 2021 study measured the impact pro bono financial planning can have on cancer patients. Best for: All financial professionals, though most of the pro bono counseling opportunities are for CFP® professionals. E&O insurance: Yes, for CFP® pros in good standing who have completed training. Best for: CFP® professionals.

Financial Planning 107

Financial Planning Planning Financial Planner CFP 107

Nationwide Financial

FEBRUARY 14, 2023

Industry partners include the Employee Benefit Research Institute , the Defined Contribution Institutional Investment Association (DCIIA) , the American Retirement Association , the Certified Financial Planner Board of Standards (CFP Board) , and The American College of Financial Services.

Financial Services 98

Financial Services CFP Certified Financial Planner Certification 98

Carson Wealth

MARCH 26, 2024

By Mike Valenti, CPA, CFP®, Director,Tax Planning LLCs can provide legal protections and a level of anonymity, either or both of which can be beneficial for business owners, investors, and others with valid intentions. What exactly does this new piece of legislation entail and how could it affect you and your business?

License 129

License Tax Planning CFP Taxes 129

Walkner Condon Financial Advisors

SEPTEMBER 2, 2022

As of 2021, there is a subtraction on your Wisconsin income up to the annual gift exclusion limit ($15,000 in 2021, $16,000 in 2022) for the account owner. candidate for cfp® certification. Can I still get a Wisconsin state tax deduction if I contribute to another state’s ABLE plan? Alicia Vande Ven, M.S.

Accounting 98

Accounting Financial Advisor Certification CFP 98

Your Richest Life

JULY 15, 2022

In late 2021, I was honored to receive D Magazine’s Best Financial Planners in Dallas award for the seventh year in a row. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Link to new posts). P.S. – Check out the recaps of previous years here.

Financial Planner 105

Financial Planner Fee Only CFP Clients 105

Darrow Wealth Management

NOVEMBER 14, 2022

Rivian and Coinbase went public in 2021. 1 year total return 11/2021 – 10/2022. 17% a year ago (November 2021). Article written by Darrow Advisor Kristin McKenna, CFP® and originally appeared on Forbes. Compare these drawdowns to the Russell 3000 and suddenly the stock market doesn’t look that bad.¹.

Marketing 104

Marketing Marketing Accounting Portfolio 104

Darrow Wealth Management

AUGUST 29, 2022

Between 1980 and 2021, the S&P 500 closed a daily trading session with a positive price return only 54% of the time. However, between 2012 – 2021, the Nasdaq outperformed the S&P 500 by nearly 5.4% Article written by Darrow Advisor Kristin McKenna, CFP® and originally appeared on Forbes. per year on average.¹.

Investing 105

Investing Investments CFP Wealth Management 105

Your Richest Life

SEPTEMBER 2, 2022

2020 or 2021 income applies, but 2022 income does not. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Department of Education will forgive up to $20,000 for Pell Grant recipients, and up to $10,000 for non-Pell Grant recipients.

Planning 102

Planning Fee Only Taxes CFP 102

Investing Caffeine

DECEMBER 1, 2022

This reasonable drawdown in stock prices is not too shabby, considering the meteoric gains of 2019-2020-2021 (+90% cumulatively), as I have highlighted on numerous occasions (see my July Newsletter, Winning Teams Occasionally Lose ). Slome, CFA, CFP®. www.Sidoxia.com.

Economy 111

Economy Government Economics CFP 111

Validea

AUGUST 17, 2022

By Jack Forehand, CFA, CFP® ( @practicalquant ) —. There is little doubt that many of these stocks were dramatically overvalued in the beginning 2021. No matter what metric you looked at, the peak valuations for growth stocks in mid-2021 were extreme. Look at that peak in 2021. And then it peaked at 11 in 2021.

Valuation 78

Valuation Sales CFP Investing 78

Ron A. Rhodes

FEBRUARY 23, 2022

Rhoades, JD, CFP(r) The U.S. stock market was near its all-time highs in late 2021 and many analysts suggested that it was overvalued significantly. So, the above…

CFP 40

CFP Marketing Marketing Asset Allocation 40

Darrow Wealth Management

MARCH 6, 2023

bonds were negative in 2021 and 2022, marking the third time fixed income had back-to-back losses since 1926. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes. Year-over-year losses are more common for stocks, as you might expect.

Marketing 103

Marketing Marketing Wealth Management Portfolio 103

Darrow Wealth Management

JULY 25, 2022

As a result, a lot of companies that went public in 2021 did so at highly optimistic prices. In fact, newly public companies are down about 45% since the beginning of 2021 (Renaissance IPO ETF). Article written by Darrow Advisor Kristin McKenna, CFP® and originally appeared on Forbes.

Marketing 103

Marketing Marketing Valuation Risk Tolerance 103

eMoney Advisor

APRIL 25, 2023

Values conversations are part of a shift toward a more human-centered, holistic financial planning approach in the industry that can be seen in publications like The Psychology of Financial Planning by the CFP Board. Fidelity Investments, “2021 Couples & Money Study,” July 2021. ” AIG and MIT AgeLab, 2020.

Financial Planning 84

Financial Planning Planning Financial Planner Clients 84

Darrow Wealth Management

OCTOBER 24, 2022

To illustrate: between 1980 and 2021, the S&P 500 closed a daily trading session with a positive price return only 54% of the time. For example, if you turn 72 in 2022, your 2022 RMD is calculated using your retirement account balance on 12/31/2021, divided by the Life Expectancy Factor from the IRS Uniform Lifetime Table.

Distribution 78

Distribution Taxes Retirement Accounting 78

Darrow Wealth Management

MAY 22, 2023

Interest rates have skyrocketed since the end of 2021. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes. If the funds aren’t earmarked for anything in the near term, holding cash could be short-sighted. Hold cash or invest?

Investing 105

Investing Investments Accounting Wealth Management 105

AdvisorPR

SEPTEMBER 28, 2023

This automated media query platform has connected CFP® professional FPA members with over 7,300 media opportunities covering various financial planning and personal finance topics. The first module is free for all FPA members and a prerequisite for any CFP® professional member of FPA who wants to be part of the FPA MediaSource platform.

Financial Planner 52

Financial Planner Media Certified Financial Planner CFP 52

The Better Letter

MARCH 18, 2025

Both 2021 and 2022 each had 14 upsets; there were 10 upsets in 2023 and nine in 2024, if only three in 2007. Six 11 seeds have made it to the Final Four: LSU in 1986, George Mason in 2006, VCU in 2011, Loyola Chicago in 2018, UCLA in 2021, and NC State last year. Between 1985 and 2024, there were 8.5 upsets per tournament (4.7

Numbers 75

Numbers Marketing Marketing Medicine 75

Validea

SEPTEMBER 21, 2022

By Jack Forehand, CFA, CFP® ( @practicalquant ) —. But at least valuations have come way down from the peak they reached in 2021. 12/31/2021 25.3%. It looks like the 2022 bear market might be with us longer than many of us had hoped. We just didn’t get it. The median stock still looks overvalued using this measure.

Valuation 72

Valuation Marketing Marketing CFP 72

eMoney Advisor

FEBRUARY 16, 2023

The CFP Board advocates for a seven-step, cyclical financial planning process which means you’ll continue to revisit the plan to ensure it stays focused and up to date on the changes a client experiences throughout their lifetime. ” SpectremGroup , 2021. What does that long-term relationship look like? November 1.

Financial Planning 75

Financial Planning Clients Planning Estate Planning 75

Validea

OCTOBER 5, 2022

By Jack Forehand, CFA, CFP® ( @practicalquant ) —. 12/31/2021 8.5%. 12/31/2021 54.4%. Two weeks ago, I wrote an article where I looked at the valuation of the median stock and how it has changed over time. Year End Date Negative Earner Percentage 12/30/2005 1.1% 12/29/2006 1.2% 12/31/2007 1.0% 12/31/2008 2.1% 12/31/2009 4.9%

CFP 59

CFP Valuation Economy Assets 59

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

BlueMind

JULY 15, 2022

Fenergo’s research indicates that Europe, the Middle East, and the African region saw an increase in the value of financial penalties from just over $1bn in 2020 to $3.4bn in 2021. For a CFP (certified financial planner) or RIA, the obligation to acquire complete data and provide recommendations in accordance with it is even more crucial.

Compliance 98

Compliance Financial Advisor Certified Financial Planner Clients 98

Yardley Wealth Management

SEPTEMBER 24, 2021

Founder and CEO Michael Garry is a CERTIFIED FINANCIAL PLANNER practitioner (CFP®) and an Accredited Investment Fiduciary® (AIF®). Yardley Wealth Management, LLC is a fiduciary-driven wealth management and retirement planning firm, based in Yardley, PA.

Financial Planning 52

Financial Planning Planning Wealth Management Estate Planning 52

Investing Caffeine

JULY 1, 2024

Inflation also continued its downward trend as evidenced by last week’s Core PCE inflation data (the Federal Reserve’s favorite inflation gauge), which came in at +2.6%, the lowest level since March of 2021 ( see chart below ). Slome, CFA, CFP® Plan. www.Sidoxia.com Wade W. Subscribe Here to view all monthly articles.

Economics 52

Economics Marketing Marketing Food 52

Investing Caffeine

JULY 1, 2022

stock market has been winning by a large margin (2019: +29%, 2020: +16%, 2021: +27%) and a significant contributor to the team’s win streak has been the Federal Reserve, or the designated hitter (DH). ” VIX – Volatility Index (2021 – 2022). Slome, CFA, CFP ®. In recent years, the U.S. Source: Macrotrends.

Economy 59

Economy Investing Investments CFP 59

Investing Caffeine

APRIL 1, 2022

As I pointed out last month, we are coming off a heroic advance over the last three years (2019/2020/2021) with the S&P 500 soaring +90%. Not only are corporate profits at record levels, they are also expected to grow at a healthy rate (+10% in 2022, +10% in 2023) after mind-boggling growth of +50% in 2021 ( see chart below ).

Economy 59

Economy Economics Valuation Investing 59

Darrow Wealth Management

MARCH 21, 2022

The Covid crash of 2020 was the fourth worst start to a year for stocks while 2021 was the third worst start for bonds. In 2021, the Bloomberg U.S. This article was written by Darrow Wealth advisor Kristin McKenna, CFP® and originally appeared in Forbes. Aggregate Bond Index returned -1.5% on the year. Disclosures.

Assets 52

Assets Wealth Advisor Investing Investments 52

Investing Caffeine

JUNE 1, 2022

Not many people predicted a +48% gain in the stock market during a global pandemic (2020-2021), just like not many people predicted a short-lived -20% reduction in the stock market during 2022 as we witnessed record-high corporate profits and unemployment rates hovering near generational lows (3.6%). Slome, CFA, CFP®. www.Sidoxia.com.

Economy 59

Economy Government Economics CFP 59

Investing Caffeine

MARCH 1, 2022

Although the stock market as measured by the S&P 500 index has gone gangbusters over the last three years, almost doubling in value (2019: +29%, 2020: +16%, 2021: +27%), the S&P 500 has hit an air pocket during the first couple months of 2022 (-8%), including down -3% in February. Slome, CFA, CFP®. www.Sidoxia.com.

Economics 59

Economics Accounting Advertising CFP 59

Yardley Wealth Management

OCTOBER 6, 2021

Garry, Esquire, CFP©, MBA Founder & CEO. We’re comparing May 2021 to May 2020, when we were still deep into what The Wall Street Journal called a “screwy” pandemic economy. The post Is Inflation Haunting Your Dreams? appeared first on Yardley Wealth Management, LLC. Is Inflation Haunting Your Dreams? What We Know.

Wealth Management 52

Wealth Management Certification Economy CFP 52

Investing Caffeine

NOVEMBER 1, 2021

Slome, CFA, CFP®. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (November 1, 2021). Until then, don’t be startled if there is more green flood rather than red blood. www.Sidoxia.com. Subscribe on the right side of the page for the complete text.

Government 52

Government Valuation Investing Investments 52

Inside Information

OCTOBER 30, 2021

Rostad as the recipient of the 2021 Fiduciary of the Year. Finally, Rostad has some thoughts about the CFP Board, which has inserted the fiduciary concept into its standards of practice. “I fear,” he says, “that it is being run more like a political party as opposed to a professional organization.”. “A Acknowledging reality.

CFP 40

CFP Commission Investments Investing 40

Validea

SEPTEMBER 14, 2022

By Jack Forehand, CFA, CFP® ( @practicalquant ) —. By early 2021, growth stock expectations were potentially as high as they had ever been. To make money in the markets, one needs to be an independent thinker who bets against the consensus and is right. – Ray Dalio. I am a big New York Jets fan. So I am used to disappointment.

Investing 64

Investing Investments Valuation CFP 64

FMG

FEBRUARY 22, 2023

Podcasts Ryan Burklo, RICP and Alex Collins, CHFC, CFP’s podcast “ Beer and Money ” is described on their site as a “financial fireside chat.” In fact, podcasts are so popular that 79% of people are aware of the format, and over 82 million people listened to podcasts in 2021.

Marketing 52

Marketing Marketing Financial Advisor Media 52

Investing Caffeine

FEBRUARY 1, 2022

T he stock market has been like a rocket ship over the last three years 2019/2020/2021, advancing +90% as measured by the S&P 500 index, and +136% for the NASDAQ. Slome, CFA, CFP®. More specifically, the S&P 500 fell -5% for the month and the NASDAQ -9%. www.Sidoxia.com.

Math 52

Math Assets Investing Investments 52