Abnormal Returns

SEPTEMBER 18, 2023

riabiz.com) RWM A lot of changes have happened in ten years at Ritholtz Wealth Management. riaintel.com) How to think about the math of entering a continuing care retirement community or CCRC. investmentnews.com) Part one of a series on how to pass the CFP exam. kitces.com) The structured note business is growing rapidly.

Planning 264

Planning Financial Advice Wealth Management Math 264

Nerd's Eye View

FEBRUARY 21, 2023

In this episode, we talk in-depth about how after a few mentors in China suggested that Danqin look into private banking and wealth management (as they felt it better suited her than her initial accounting major), she began Googling potential career paths in China but instead came across the CFP Board website and immediately connected with the description (..)

Financial Advisor 130

Financial Advisor CFP Financial Planner Education 130

Darrow Wealth Management

MAY 22, 2023

Again just using simple math, this presumes the par value will roll over each month and reinvest at the same rate to get to the annual yield. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes. Compare that to the stated yield of 5.6% 467% a month.

Investments 102

Investments Investing Accounting Wealth Management 102

Darrow Wealth Management

SEPTEMBER 7, 2023

When a pre-IPO exercise is off the table At Darrow Wealth Management, we specialize in planning for a sudden liquidity event , typically from stock options following an IPO or acquisition. Financial advisor for stock options and sudden wealth Darrow Wealth Management specializes in stock options and equity compensation.

Wealth Management 82

Wealth Management Taxes Tax Planning Valuation 82

Darrow Wealth Management

OCTOBER 1, 2022

However, if the goal is to pay off a mortgage before retirement to spend would-be mortgage payments on other things during retirement, the math may not work out. Article written by Darrow Advisor Kristin McKenna, CFP® and originally appeared on Forbes. appeared first on Darrow Wealth Management.

Retirement 96

Retirement Taxes Math CFP 96

Sara Grillo

MAY 16, 2022

Jon Luskin, CFP. This is not the typical full service type of wealth management service – and that’s why it’s on my low cost advisor list. Cody Garrett, CFP, is an advice-only financial planner. Pay attention, get it in writing, and do the math for yourself. Measure Twice Financial.

Financial Advisor 52

Financial Advisor Financial Advice Financial Planner Assets 52

The Big Picture

JULY 29, 2024

There are few people who have her unique insights into the inside baseball of what drives change in actual wealth management, not only working with FINRA and the SEC on the regulatory side and working on the technology side, but having some insight into behavioral finance and understanding what advisors need to help their clients obtain their goals.

Clients 147

Clients Portfolio Financial Advisor Investing 147