Walkner Condon Financial Advisors

JUNE 2, 2023

Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. As advisors, we get the opportunity to work with clients, develop relationships, and build trust. Whether it’s an objective topic (e.g.,

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Random Roger's Retirement Planning

JUNE 27, 2022

According to this white paper from ReSolve and Newfound, it does. This year, VBINX is down 18% while NTSX is down almost 24%, the math appears to check out. Back to the white paper linked above from ReSolve and Newfound who built a return stack portfolio that is far more sophisticated than my examples.

Portfolio 40

Portfolio Math Management Investing 40

The Big Picture

SEPTEMBER 3, 2024

00:12:42 [Speaker Changed] I think it absolutely should be the norm because it is generally what our clients are seeking. And I think a lot of investors have figured out how to effectively make money for their clients with shorter term time horizons, otherwise they wouldn’t be doing it. Tell us a little bit about that.

Investing 144

Investing Investments Management Valuation 144

The Big Picture

SEPTEMBER 19, 2023

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. Two reasons.

Assets 144

Assets Management Portfolio Investing 144

Midstream Marketing

SEPTEMBER 24, 2019

As a financial advisor or other investment professional, you’re no doubt already well aware that the “math” side of the conversation is a large part of what your clients need help with every day. The Power of Financial Advisor Calculators.

Financial Advisor 52

Financial Advisor Retirement Planning Retirement Planning 52

The Big Picture

MARCH 12, 2024

So let’s talk a little bit about who the clients are for Amherst. Te tell us who your clients are and, and what, what they wanna invest in. You, 00:30:51 [Speaker Changed] You know, the fascinating thing is I have a vivid recollection of a paper, a white paper coming out by professors Reinhart and Rogo.

Banking 144

Banking Investing Marketing Investments 144