Clever Girl Finance

OCTOBER 8, 2024

The key is maintaining consistent investment. My investing success story investing As someone who believes in long-term investing when it comes to building my assets, I can definitely say that sticking to a regular investment routine pays off.

Investing 86

Investing Investments Risk Tolerance Portfolio 86

The Big Picture

AUGUST 20, 2024

We were one of the last to get what’s called a value added license to the compus stat database. Definitely 00:07:32 [Speaker Changed] True. So let, 00:21:37 [Speaker Changed] Let me push back on that definition a little bit. So let, 00:21:37 [Speaker Changed] Let me push back on that definition a little bit.

Assets 173

Assets Management Portfolio Taxes 173

James Hendries

OCTOBER 25, 2022

Technical Definition. First, a recession has an important technical definition that’s different than what many people think. Often that view is a good general approximation but not the technical definition. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Economics Economy 52

Good Financial Cents

APRIL 10, 2023

When I was in high school, there was a kid in my class who I definitely *thought* was rich. This couple was definitely “rich” based on their income alone, but they were not wealthy at all. His family owned several fast-food restaurants and they had a huge house that was a lot nicer than mine.

Investments 110

Investments Investing Assets Accounting 110

Sara Grillo

AUGUST 14, 2023

Researching costs of investments, services, and products rendered to the client Assessing if risk is reasonable for the client Assessing if performance expectations are reasonable for the client But these are all loose definitions. What does the law actually say about the fiduciary standard? transgender male and female investors.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

DECEMBER 12, 2022

And, if so, what fees are included in the definition of “all the fees.” He holds multiple FINRA licenses and he is associated with The Leaders Group, and independent broker-dealer. Charles King is a financial advisor licensed in 55 states and territories. Does it matter that clients know the fees they are paying?

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59