This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Education Financial Planner Investing 
Nerd's Eye View
DECEMBER 20, 2024
Together, these proposed changes (which are currently open for public comment) suggest CFP Board is seeking to ensure that those with the marks not only have sufficient education and experience upon receiving them, but also maintain and sharpen their skills over the course of their careers.
Nerd's Eye View
JANUARY 10, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the "Social Security Fairness Act" was signed into law this week, eliminating the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) provisions, which previously reduced the Social Security benefits (..)
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Wealth Management
AUGUST 18, 2023
Planners and clients face challenges and concerns regarding liquidity, fund structures, tax implications, and fees associated with alternative investments. Addressing these concerns requires collaborative educational efforts the industry.
246 
Nerd's Eye View
SEPTEMBER 9, 2022
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that as Millennials grow their wealth, they could be increasingly turning to financial advisors for guidance.
Nerd's Eye View
JUNE 9, 2023
And given the opaque nature of many private investments, financial advisors could play an important role in helping their clients assess whether these opportunities make sense for their portfolio and broader financial plan.
Nerd's Eye View
FEBRUARY 2, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a Morningstar survey has found that financial advisory clients are more likely to stick with their advisor for emotional reasons rather than investment returns alone.
Nerd's Eye View
MAY 31, 2024
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the Financial Planning Association and Money.com are planning to publish a “Best Financial Advisors” list based on advisors’ education, credentials, and experience, as well as harder-to-quantify (..)
Indigo Marketing Agency
JANUARY 16, 2025
10 Growth Marketing Strategies for Financial Planners in 2025 The new year wipes the slate clean and gives financial planners a fresh opportunity to focus on marketing strategies that attract and retain more clients in less time and with less energy. SEO is always a great investment. Case in point, Kevin Brown.
MainStreet Financial Planning
MARCH 7, 2025
The two most common pricing models are fee-only financial planners (flat-fee or fixed-fee advisors) and AUM-based financial advisors (who charge a percentage of assets under management). Unlike AUM-based advisors, they do not earn commissions or take a percentage of your investments.
52 
The Chicago Financial Planner
FEBRUARY 5, 2022
Is this a valid investment strategy? As far as your investments, I think you’ll agree that the outcome of the game should not dictate your strategy. Rather I suggest an investment strategy that incorporates some basic blocking and tackling: A financial plan should be the basis of your strategy. FINANCIAL WRITING.
184 
Abnormal Returns
DECEMBER 5, 2022
wsj.com) Planning The ways that a financial planner can add value for a client are nearly limitless. kitces.com) The financial planning process is becoming increasingly collaborative and less one-way. kindnessfp.com) Despite all the recent noise, ESG investing is a long term proposition. Here are 101 action items.
The Chicago Financial Planner
NOVEMBER 27, 2022
Investment options for both plans generally run the full gamut of typical investment options available at your custodian such as mutual funds , individual stocks, ETFs , bonds, closed-end funds, etc. Not sure if your investments are right for your situation? NEW SERVICE – Financial Coaching. Need help getting on track?
The Chicago Financial Planner
FEBRUARY 8, 2023
You should consult with the Social Security Administration, or a tax or financial advisor who is well-versed on Social Security regarding your specific situation. Not sure if your investments are right for your situation? is a post from: The Chicago Financial Planner Need help getting on track?
291 
The Chicago Financial Planner
FEBRUARY 3, 2022
Proper diversification is great way to reduce investment risk. Before making any investment be sure that it fits your strategy and your financial plan. Also make sure the investment is still a solid long-term holding and that it is not cheap for reasons other than general market conditions. FINANCIAL WRITING.
190 
Validea
JANUARY 13, 2025
In this episode of “Two Quants and a Financial Planner,” we break down some of Warren Buffett’s most important investing lessons and life wisdom through a series of interview clips and annual meeting footage. We aim to make these timeless investing lessons both educational and entertaining.
The Chicago Financial Planner
JUNE 13, 2022
Assuming that you have a financial plan with an investment strategy in place there is really nothing to do at this point. I’m not discounting the great information CNBC and the rest of the financial media provides, but you need to take much of this with a grain of salt. Not sure if your investments are right for your situation?
188 
The Chicago Financial Planner
AUGUST 24, 2021
Given the increasing skill and imagination of fraudsters there is no fool-proof way to protect you and your family from financial fraud. If a financial advisor suggests that you don’t need to house your investments with a third-party custodian such as Schwab, Fidelity, your bank, Merrill Lynch, etc. Elder Fraud. The Bottom Line.
The Chicago Financial Planner
FEBRUARY 6, 2022
If you were enrolled into your employer’s plan under an automatic enrollment scenario the amount you are deferring is likely inadequate to meet your retirement needs, you need to revisit this and take affirmative step both in terms of the amount deferred and the investment options to which those salary deferrals are directed.
Nerd's Eye View
DECEMBER 20, 2022
Welcome back to the 312th episode of the Financial Advisor Success Podcast ! Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. My guest on today's podcast is Emily Rassam.
The Chicago Financial Planner
OCTOBER 21, 2021
Many banks and investment custodians offer HSA accounts, some with investment options that are similar to an IRA account. The investments chosen should reflect your risk tolerance and time horizon for the money. Not sure if your investments are right for your situation? NEW SERVICE – Financial Coaching.
International College of Financial Planning
APRIL 20, 2022
If you are a student looking to make a career in finance, becoming a financial planner is a great place to start. Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. You can make your mark in this field with the proper education and a little effort.
MainStreet Financial Planning
JULY 11, 2024
As a parent and financial planner, ensuring that we make the smartest financial decisions for our families is crucial. In this article, we will explore three popular savings and investment options: 529 Plans, Roth IRAs, and Real Estate. Benefits: Continuous rental income: Real estate can generate steady rental income.
92 
The Chicago Financial Planner
OCTOBER 20, 2021
This could certainly be impacted from income earned from employment or self-employment, but it also includes other sources of taxable income such as a pension or investment income. Financial coaching focuses on providing education and mentoring regarding the financial transition to retirement. FINANCIAL WRITING.
192 
Validea
DECEMBER 2, 2024
In this episode of Two Quants and a Financial Planner, we explore the timeless investing wisdom of Ben Carlson. We examine why even successful professionals can struggle with overconfidence in investing, the challenges of benchmarking against the S&P 500, and why persistence of outperformance is so difficult to achieve.
The Chicago Financial Planner
DECEMBER 5, 2021
Check with your financial or tax advisor as to how much you will be able to contribute. Investment flexibility . Not sure if your investments are right for your situation? Check out my Financial Review/Second Opinion for Individuals service for detailed guidance and advice about your situation.
Validea
DECEMBER 23, 2024
In this episode of “Two Quants and a Financial Planner,” we explore one of investing’s most debated topics: international diversification. Through clips from 10 different investing experts, we examine whether U.S. investors truly need international exposure in their portfolios.
MainStreet Financial Planning
OCTOBER 3, 2023
“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 10-17-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here! It seems like everyone is getting into real estate investing these days!
98 
International College of Financial Planning
OCTOBER 17, 2023
The digital age has brought forth numerous opportunities, especially for professionals in the financial services sector. Certified Financial Planners (CFPs) stand at the forefront of this revolution. The Rise of Financial Planning Software In financial services, staying updated in real-time has become crucial.
International College of Financial Planning
MAY 6, 2022
A Certified Financial Planner (CFP) is a professional designation awarded to individuals who have completed a rigorous course of study and passed a comprehensive exam. The CFP designation is recognized worldwide and marks excellence in the financial planning industry. FP designation. It reveals everything about finance to you.
International College of Financial Planning
SEPTEMBER 3, 2021
When it comes to choosing a financial planner, it’s important to choose the right fit for you. Do the research of the available advisors – the first step is to find a financial planner who will help you plan your finances. A planner should be able to answer any question that you may have regarding his services.
Validea
AUGUST 14, 2023
In this episode Matt and Jack look at factor investing from both the perspective of someone who builds quantitative strategies and someone who utilizes them.
International College of Financial Planning
FEBRUARY 23, 2024
In the professional domain of finance, the role of a financial planner has become increasingly pivotal. As individuals and businesses alike strive for financial stability and growth, the demand for skilled financial planners has surged.
Your Richest Life
JULY 17, 2024
In the 10 years I’ve spent running a financial planning firm, I’ve learned a lot about how people handle (or don’t handle) their finances. And it doesn’t matter how much money someone has coming in; it can still be challenging to manage money and investments well. Money lesson #4: Stick with a long term investment strategy.
Validea
MARCH 11, 2025
In this episode, Jack and Matt dive deep into the state of value investing with special guest Tobias Carlisle, founder of the Acquirers Funds and author of multiple books on value investing. They explore why value investing has struggled in recent years, examine value spreads, and discuss whether this time is truly different.
59 
NAIFA Advisor Today
JANUARY 28, 2025
Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.
The Chicago Financial Planner
NOVEMBER 8, 2021
However, don’t get carried away and let greed guide your investing decisions. Financial coaching focuses on providing education and mentoring on the financial transition to retirement. FINANCIAL WRITING. Check out my freelance financial writing services including my ghostwriting services for financial advisors.
130 
International College of Financial Planning
OCTOBER 26, 2023
Why Do You Need a Financial Planner? In the vast realm of finance, numerous pathways lead to the esteemed financial advisor title. Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clients’ financial aspirations. Who is a Financial Advisor?
International College of Financial Planning
JULY 30, 2022
Certified Financial Planner (CFP) is globally the most respected financial designation for personal assets management. Credentials matter in any profession and when it comes to personal finance, there’s no certification more highly coveted than Certified Financial Planner.
International College of Financial Planning
MARCH 24, 2024
Understanding the nuanced differences between an investment advisor and a financial planner is vital for individuals in India aspiring to carve a niche in the financial sector. Work Profiles: Diving Deeper Investment Advisor: Investment advisors are specialists who focus on the nuances of investment opportunities.
Validea
NOVEMBER 18, 2024
In this episode of Two Quants and a Financial Planner, Jack and Matt dive into some of the most controversial takes we’ve heard on Excess Returns in 2024. Plus, we bring in a special guest to help us mere mortals understand the complex world of options.
Validea
NOVEMBER 25, 2024
This episode explores how passive investing has transformed markets, featuring insights from leading experts including Mike Green, Aswath Damodaran, Rick Ferri, Rob Arnott, and Cliff Asness. In this episode, Jack Forehand and Matt Zeigler dive deep into one of the most debated topics in modern finance with special guest Dave Nadig.
52 
Validea
APRIL 18, 2025
This conversation unpacks Damodarans timeless insights on navigating uncertainty, embracing the process of investing, and finding comfort in a volatile market. Embracing uncertainty as a feature of investing, not a bug, and avoiding unhealthy coping mechanisms like denial or outsourcing.
52 
International College of Financial Planning
DECEMBER 9, 2024
The financial planning industry has witnessed remarkable growth, making the Certified Financial Planner (CFP) certification increasingly valuable for professionals seeking to advance their careers. It helps build credibility, expand networks, and develop essential business relationships.
52 
Sara Grillo
MAY 23, 2022
What’s up with these “advice-only financial planners?” I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner? The benefits of advice-only financial planners.
Expert insights. Personalized for you.
We have resent the email to
Are you sure you want to cancel your subscriptions?
Let's personalize your content