Nerd's Eye View

NOVEMBER 3, 2023

Among other measures, the proposal would amend the current 5-part test that determines fiduciary status for retirement accounts by defining as a fiduciary act a one-time recommendation to roll funds from a company retirement plan to an Individual Retirement Account (IRA), strengthen advice standards for independent insurance professionals, apply to (..)

Financial Planner 246

Financial Planner Retirement Planning Retirement Insurance 246

Park Place Financial

MARCH 16, 2022

However, businesses that rely on the crop to manufacture goods may experience a drop in stock prices. Follow Your Long-Term Investment Plan. If you invest in stocks long enough, you are sure to encounter market volatility over time. Contact us today to learn more about market volatility and investment planning.

Marketing 52

Marketing Marketing Investment Planning Government 52

Brown Advisory

APRIL 16, 2018

In this article, we discuss how we help nonprofits develop and implement their mission-driven investment strategies, and we cover some of the specific structures that organizations can use to achieve financial and impact objectives at the same time.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Brown Advisory

APRIL 16, 2018

In this article, we discuss how we help nonprofits develop and implement their mission-driven investment strategies, and we cover some of the specific structures that organizations can use to achieve financial and impact objectives at the same time. Developing Sustainable Investment Plans Standard Process, Added Layers of Thought.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Good Financial Cents

AUGUST 1, 2022

Johnson , PhD, CFA, CAIA, Professor of Finance, Heider College of Business, Creighton University and co-author of several books, including The Tools and Techniques Of Investment Planning, Strategic Value Investing and Investment Banking for Dummies.

Investing 64

Investing Investments Certification Accounting 64

Sara Grillo

NOVEMBER 14, 2022

Macchia argues that mutual funds and REITs are not fiduciaries; product manufacturers are typically not. The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds.

Insurance 59

Insurance Retirement Financial Advisor License 59

Sara Grillo

SEPTEMBER 26, 2022

The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59