Park Place Financial

NOVEMBER 29, 2022

Discover some of the benefits of structured products and their value for investment. These pre-packaged investments usually feature assets connected to interest and an additional. Investment Planning with Park Place Financial. Our team will analyze your financial situation and leverage data insights and.

Certified Financial Planner 52

Certified Financial Planner Fiduciary Duty Retirement Planning Retirement 52

Park Place Financial

MARCH 14, 2022

If you are unsure how to readjust your investments, take your age and subtract it by 100. The resulting number expresses how much equity you should have at different periods in your life. The importance of rebalancing a portfolio cannot be overstated, especially for those with a wide variety of investments. Consider Your Age.

Portfolio 52

Portfolio Financial Planner Asset Allocation Certified Financial Planner 52

Sara Grillo

AUGUST 26, 2024

The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds.

License 52

License Financial Advisor Certified Financial Planner CFP 52

The Big Picture

DECEMBER 28, 2022

And while every other firm in the investment business was cutting costs because the market was down and looked like it was going to go down a lot, he said, no, we’re not going to cut costs at all. We’re all going to stay here together because the number of customers is not going down. Nobody is losing their job.

Management 189

Management Investments Investing Clients 189

Sara Grillo

APRIL 10, 2023

What we’ve seen in 2022 is that there were a number of hacks. The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds.

Investing 52

Investing Investments CFP Financial Advisor 52

Sara Grillo

DECEMBER 12, 2022

Just because you can put numbers on a piece of paper, doesn’t mean you’re providing value.” pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., Doug Twiddy. I really don’t.” – Derek Robinett. Matt Pruitt, CFP®, CFA®.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Sara Grillo

SEPTEMBER 26, 2022

I mean, how is the CFP Board even going through a process of due diligence, again, innocent till proving guilty in the sense when they have all kinds of disclosures, but at the same time, they’re publicly reprimanding 40 people, 80 people, whatever the number is, in a given year, out of the tens of thousands.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59