International College of Financial Planning

JULY 30, 2022

Credentials matter in any profession and when it comes to personal finance, there’s no certification more highly coveted than Certified Financial Planner. Earning the CFP designation requires a rigorous course of study covering investment planning, income taxation, retirement planning and risk management.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Assets CFP 52

Clever Girl Finance

MARCH 30, 2023

But unlike other investment options, there is no risk of losing your money due to market fluctuations. Moreover, high-yield savings accounts are FDIC-insured, meaning that the federal government protects your cash up to $250,000 for each depositor, per insured bank.

Investing 59

Investing Investments Risk Tolerance Retirement 59

Good Financial Cents

DECEMBER 14, 2022

The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Financial managers are responsible for developing long-term financial plans, directing investment activities, and generating financial reports for their company.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Clever Girl Finance

FEBRUARY 20, 2024

But unlike other investment options, there is no risk of losing money due to market fluctuations. The federal government will protect your cash up to $250,000 for each depositor, per ownership category per insured bank. A money market fund is a sort of mutual fund that invests in short-term and low-risk securities.

Investing 52

Investing Investments Risk Tolerance Education 52

WiserAdvisor

MARCH 13, 2024

It serves as a fundamental risk management strategy. Many retirees also rely on bonds and Certificates of Deposit (CDs) to generate steady income. Retirement accounts, such as 401(k)s and IRAs, are essential components of income planning, but navigating the rules governing withdrawals and RMDs can be complex.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

The Big Picture

MAY 23, 2023

Yes, I did some legal stuff and rank stuff but I, you know, I went in on the weekends when we did the stock certificate count. GREW: And counted share certificates, that it was that long ago. Tell us a little bit about your background in environmental, social and governance-based investing. Let’s do that then. RITHOLTZ: Right.

Clients 157

Clients Management Engineering Investing 157

Brown Advisory

JUNE 2, 2021

The opportunity set for global sustainable fixed income investing comprises a large and growing amount of debt issued by companies, governments and other entities committed to sustainable practices. We have seen a lot of companies and governments double down on their commitments to address climate change.

Certification 52

Certification Investing Investments Compliance 52

Brown Advisory

JUNE 2, 2021

The opportunity set for global sustainable fixed income investing comprises a large and growing amount of debt issued by companies, governments and other entities committed to sustainable practices. We have seen a lot of companies and governments double down on their commitments to address climate change.

Certification 52

Certification Investing Investments Compliance 52

The Big Picture

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. How fundamental was that to your learning about investing, trading risk management, starting with futures? I knew nothing about government bonds. It was a crisis manager trying to look for opportunity.

Taxes 274

Taxes Banking Clients Management 274

The Big Picture

AUGUST 23, 2022

You begin in Salomon Brothers in the 1990s early in your career and you kind of successfully stumble into some privatization of government entities in Poland while you’re at Salomon. And so, I said, at what price does the government selling you 51 percent and he said, $2.5 BROWDER: I just gone the risk management committee.

Government 318

Government Banking Numbers Investing 318