Investing Caffeine

FEBRUARY 21, 2023

Slome, CFA®, CFP®, Founder of Sidoxia Capital Management, LLC, will share 10 crucial mistakes made by investors that can destroy your portfolio. Learn how to avoid these missteps and expand your wealth. Register Here To Attend Replay will also be made available and posted to Investing Caffeine.

Portfolio 111

Portfolio Investments Investing CFP 111

Nerd's Eye View

SEPTEMBER 27, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study by Cerulli has shown a sharp increase in the number of affluent investors willing to pay for advice, which on the one hand reflects the increasing financial complexity in peoples' lives (while they've also gotten (..)

Financial Planner 246

Financial Planner Fiduciary Duty CFP Accounting 246

NAIFA Advisor Today

OCTOBER 10, 2024

New NAIFA member, Alexander Flecker, CFP, CIMA , Head of Distribution at Measured Risk Portfolios , shares insights into his journey in the financial services industry and the firm's rapid growth since joining in mid-2023.

Portfolio 98

Portfolio CFP Distribution Financial Services 98

Nerd's Eye View

AUGUST 18, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study has found that consumers are increasingly likely to spread their portfolios across a range of asset managers, and that this trend is particularly pronounced amongst more affluent clients (e.g.,

Financial Planner 246

Financial Planner CFP Assets Clients 246

Nerd's Eye View

AUGUST 25, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent CFP Board survey indicates that consumers do not expect AI tools to replace human financial advisors, but rather supplement advisors' work.

Financial Planner 246

Financial Planner Retirement Retirement Planning Advertising 246

Nerd's Eye View

NOVEMBER 29, 2022

What's unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Estate Planning 246

Estate Planning Financial Advisor Financial Services Clients 246

Nerd's Eye View

SEPTEMBER 19, 2022

2022 marks the 50 th anniversary of the enrollment of students into the first Certified Financial Planner (CFP) course, and in the years since then, financial planning (and the process of creating a financial plan) has changed extensively.

Financial Planner 245

Financial Planner Certified Financial Planner Financial Planning CFP 245

Nerd's Eye View

FEBRUARY 23, 2024

Also in industry news this week: A recent study has found that advisors who gain additional credentials tend to see a boost both in their confidence and in their business metrics, with the CFP certification standing out in terms of value The implications for RIAs of a proposed Treasury Department rule that would subject many firms to certain anti-money-laundering (..)

Financial Planner 246

Financial Planner Certification CFP Financial Advice 246

Nerd's Eye View

JANUARY 13, 2025

And we continue to expand the types of CE we provide as well, including the ability for Canadian CFP certificants to earn CE credit from Kitces (effective immediately for 2025!), and we're aiming to offer CE for Accredited Investment Fiduciary (AIF) designees by the second half of the year!

Financial Advice 147

Financial Advice Ethics Financial Planning Education 147

International College of Financial Planning

SEPTEMBER 7, 2024

Whether you are already a professional in the financial sector or just beginning your journey, earning the Certified Financial Planner (CFP®) designation can be a game-changer. The CFP® Fast Track course offers a quick, efficient pathway to certification, allowing you to accelerate your career in the financial planning industry.

CFP 52

CFP Certification Certified Financial Planner Financial Planning 52

International College of Financial Planning

DECEMBER 29, 2024

The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field. The CFP certification prepares professionals for these challenges through rigorous training and practical application.

CFP 52

CFP Financial Planning Planning Certification 52

International College of Financial Planning

SEPTEMBER 23, 2024

One of the fastest and most respected ways to enter this field is through the CFP® challenge pathway. This program offers a streamlined route to earning the prestigious Certified Financial Planner (CFP®) certification, especially for experienced professionals or those with advanced qualifications in finance. Let’s dive in.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

Your Richest Life

JANUARY 27, 2025

Active investing involves a hands-on approach to managing your portfolio. If you are a skilled investor and well-versed in market fluctuations, you may be able to capitalize on quick opportunities, or sell off a security before your portfolio takes a hit. It also means that when the market is down, your portfolio may be down with it.

Investments 52

Investments Investing Risk Tolerance Portfolio 52

International College of Financial Planning

OCTOBER 26, 2023

A CFP® professional will critically assess the client’s current investments, suggesting modifications to ensure they resonate with the overarching financial strategy. Empowerment Through Education A quintessential trait of genuine CFP® professionals is their commitment to enlightening the clients.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

MainStreet Financial Planning

OCTOBER 3, 2023

Real Estate Investing & Taxes Hosted by: Vida Jatulis , CFP® Guest Speaker : Robert Colon, EA, CFP®, CWS®, CRPC®, Please join MainStreet Financial Planner Vida Jatulis, CFP® and her guest Robert Colon, EA, CFP® for a conversation about taxes and real estate investing.

Taxes 98

Taxes Investing Investments CFP 98

Tobias Financial

MARCH 11, 2025

Stay up to date with market insights from our Portfolio Manager, Charles Chad NeSmith, CFA, CFP. In this update, Chad discusses inflationary and deflationary pressures, as well as the potential economic impact of tariffs. He also explores the factors that could influence or offset these effects.

Marketing 52

Marketing Marketing Financial Advisor CFP 52

International College of Financial Planning

AUGUST 31, 2023

This is where diversifying your investment portfolio comes into play. Diversifying your investment portfolio is a vital strategy for managing risk, optimizing returns, and achieving your financial goals. Let’s explore the benefits of diversifying your investment portfolio and how it can help you achieve your financial goals.

Portfolio 52

Portfolio Certified Financial Planner Investing Investments 52

NAIFA Advisor Today

JULY 5, 2023

Two weeks ago, I had the privilege of spending time with Nick Bowman, CFP, MS, CEP , in New York City at the Insurtech Insights Conference. Motif's primary objective is to empower advisors in managing their portfolios by harnessing the potential of data.

Insurance 98

Insurance Management CFP Sales 98

Indigo Marketing Agency

MARCH 6, 2023

About Larry Lawrence “Larry” Sprung, CFP®, is the founder and wealth advisor at Mitlin Financial, Inc. As a fiduciary advisor, he and his team are dedicated to facilitating the customization of clients’ portfolios as they work toward reaching their financial objectives. Contact us today and let’s get started!

CFP 52

CFP Advertising Clients Communication 52

Validea

OCTOBER 12, 2022

By Jack Forehand, CFA, CFP® ( @practicalquant ) —. One of the things we do at Validea is track a variety of ETF based risk management approaches that utilize different methods to diversify equity portfolios. Permanent Portfolio – Grade: C. The concept behind the Permanent Portfolio is a simple one. in gold and 7.5%

Risk Management 115

Risk Management Management Asset Allocation Portfolio 115

Tobias Financial

MARCH 11, 2025

Our Wealth Advisor, Franklin Gay, CFP, EA was interviewed by CBS News, where he offered his perspective on the situation. When we look at retirement investors, we really encourage them to be in diversified portfolios. Recently, tariffs implemented by the U.S. He also emphasized the value of diversification when managing investments.

Financial Advisor 52

Financial Advisor Wealth Advisor CFP Commission 52

Million Dollar Round Table (MDRT)

AUGUST 18, 2022

By Bryson Milley, CFP, CIM One of the questions I’m most asked by retiring clients is, “How do I manage my investments once I’m retired?” Constructing buildings and portfolios. A retirement investment portfolio is like owning an apartment building. I find that stories and analogies are much more useful in explaining concepts.

Retirement 98

Retirement Clients Investments Investing 98

WiserAdvisor

NOVEMBER 21, 2022

This is where a Certified Financial Planner (CFP) can step in. This article will discuss who a CFP is, their credentials, what they do, and when to hire one. This article will discuss who a CFP is, their credentials, what they do, and when to hire one. Department of Education before appearing for the CFP exam.

Certified Financial Planner 40

Certified Financial Planner Financial Planner CFP Financial Planning 40

Darrow Wealth Management

JUNE 27, 2022

equity may be able to help reduce risk in a portfolio. Having international exposure in your portfolio in the early 2000s and throughout the Global Financial Crisis would have been a key ingredient in reducing overall risk and maintaining some level of investment return. Other reasons to consider international assets in your portfolio.

Portfolio 52

Portfolio Investments Investing Risk Tolerance 52

Your Richest Life

FEBRUARY 24, 2025

2025 may prove to be a bumpy ride, but a strong, well-balanced portfolio is designed to weather storms. Managing Investments During a Financial Crisis About Your Richest Life At Your Richest Life, Katie Brewer, CFP, believes you too should have access to financial resources and fee-only financial planning.

Financial Market 52

Financial Market Marketing Marketing Medicine 52

MainStreet Financial Planning

NOVEMBER 9, 2023

It also tracks investment holdings/portfolio allocation which a lot of other budgeting tools do not track. Anna Sergunina , CFP® delves deeper into this topic in our next CHALK TALK: MINT.COM IS SHUTTING DOWN ON DEC. month or if you pay all at one time it is $99.99/year year or $8.33/month.

Budgeting 98

Budgeting CFP Financial Advisor Financial Planning 98

Million Dollar Round Table (MDRT)

JULY 21, 2022

CFP While the journey through grief and widowhood is unique to each widow, it will likely progress through four stages of transition. Help her focus on immediate needs, pay bills, monitor cash flow and review her investment portfolio. By Laura H. Mattia, Ph.D.,

Charitable Planning 97

Charitable Planning Estate Planning Retirement Planning Tax Planning 97

Carson Wealth

JULY 12, 2022

CFP ® – CERTIFIED FINANCIAL PLANNER. Using the CFP ® designation behind your name requires three years of experience, taking courses in financial planning, investments, risk management, estate planning, retirement planning, education planning and psychology. Three broad financial planning designations include: .

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Darrow Wealth Management

MARCH 11, 2024

A securities-backed line of credit (SBLOC) allows investors to get cash by borrowing against their investable assets versus liquidating their portfolio. Borrowing against your portfolio involves risk. Here are some of the pros and cons of getting a line of credit on your investment portfolio to buy a home.

Accounting 96

Accounting Wealth Management Taxes Portfolio 96

Validea

DECEMBER 14, 2022

By Jack Forehand, CFA, CFP® ( @practicalquant ) —. One good way I have seen to deal with this is to take a very small portion of an investor’s portfolio and designate it as a trading account. 2022 has certainly been a challenging year for markets. For investors who just can’t shake their need to be active, this can work really well.

Accounting 127

Accounting Portfolio CFP Investing 127

Carson Wealth

OCTOBER 26, 2022

Kevin Oleszewski, CFP ® Senior Wealth Planner. As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting. A net neutral tax position. What Is Tax Loss Harvesting?

Taxes 98

Taxes Financial Planner Asset Allocation Portfolio 98

International College of Financial Planning

JULY 30, 2022

Certified Financial Planner (CFP) is globally the most respected financial designation for personal assets management. Here will discuss why CFP professionals are the first choice for millions of people worldwide regarding managing their finances. By paying for CFP services, you strengthen your overall financial plan.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Assets CFP 52

Your Richest Life

DECEMBER 1, 2022

Challenge yourself to invest more (if it makes sense for your situation,) or work with a CFP to grow your money even more. Remember that it’s perfectly normal for there to be ups and downs in the markets and the economy, and you’re likely going to see those fluctuations reflected in your own portfolio. . Let go when you need to.

Certified Financial Planner 95

Certified Financial Planner CFP Financial Planning Financial Planner 95

Tobias Financial

MAY 22, 2024

Stay updated with our monthly market updates featuring our Portfolio Manager, Charles “Chad” NeSmith , CFA, CFP®. Chad provides a comprehensive overview of what is currently happening in the market, and this month he dives deeper into the S&P intra-year decline vs. calendar year returns.

Marketing 52

Marketing Marketing CFP Portfolio Management 52

Million Dollar Round Table (MDRT)

MAY 23, 2023

CFP You risk losing recently widowed women as clients, as 70% of widows fire the couple’s advisor after their spouse dies. She doesn’t need to rebalance her portfolio instantly. By Kathleen M. Rehl, Ph.D., This impacts many of your clients who are couples since women are more likely to outlive their spouses.

Clients 96

Clients CFP Financial Advisor Insurance 96

Darrow Wealth Management

MARCH 6, 2023

But regardless of the point of entry, over time, a diversified portfolio has produced positive returns. stock and bond indices, which isn’t necessarily representative of a truly diversified portfolio which may include international investments and different weightings of asset classes for example. Not all stocks will recover.

Marketing 99

Marketing Marketing Wealth Management Portfolio 99

Darrow Wealth Management

NOVEMBER 14, 2022

One way investors incur unnecessary losses is by checking their portfolio during market downturns. It can be tempting it can be to make changes to your portfolio after recent events. Does that mean you shouldn’t have investments with these characteristics in your portfolio? 1 year total return 11/2021 – 10/2022.

Marketing 100

Marketing Marketing Accounting Portfolio 100