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Weekend Reading For Financial Planners (June 8-9)

Nerd's Eye View

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

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Provide Clients with Financial Peace of Mind: Pursue a Certified Financial Planner® Certification

International College of Financial Planning

Committing to uphold the ethical guidelines and standards that govern their practice. Building Relationships: Beyond the numbers and charts, their profession’s heart is the bond they share with their clients. Achieving them typically involves: Completing a dedicated education program. What Do Financial Advisors Do?

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Financial Planning Tips For Advisors with Special Needs Clients

BlueMind

Navigating through the various government benefits for special needs clients and putting in place a financial plan for such a client can be an overwhelming challenge for any financial advisor. The eligibility criteria require you to have an approved Disability Tax Credit Certificate by the government.

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What is a BOI Report and How Do You File One?

Harness Wealth

The federal government has appealed this second injunction, indicating its intention to reinstate CTA requirements. BOI collects business information to then issue reports that are stored in a secure, non-public database accessible only to authorized government agencies, law enforcement, and certain financial institutions.

Taxes 52
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5 Places to Stash Your Cash

MainStreet Financial Planning

Be sure to get one that invests mostly in government treasuries to offset this risk. Certificates of Deposits (CDs) If you have already funded your emergency savings and want to sock away excess funds, then consider Certificate of Deposits (aka CDs). Finally, money market funds have management fees, also known as expense ratios.

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12 Highly Liquid Investments To Have

Clever Girl Finance

In order for an investment to be a highly liquid investment, it must meet a number of factors: The asset must be in an established liquid market. The asset must maintain a large number of readily-available, interested buyers. No-penalty certificates of deposit. For example, banks may restrict your number of monthly withdrawals.

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Mazagon Dock Shipbuilders: A Rising Company in the Defence Sector?

Trade Brains

With the Indian government’s push for self-reliance in defense through initiatives like ‘Make in India,’ the defense sector has witnessed increased market interest, with Mazagon Dock emerging as a standout performer. Challenges and Risks Mazagon Dock faces a number of challenges. on 27th December 2023.