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How Getting Women Into Financial Planning Can Benefit Everyone

Walkner Condon Financial Advisors

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. Once women achieve their CFP® certification, the rate of relinquishment is extremely low.

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Old Concept With New-ish Name

Random Roger's Retirement Planning

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.

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Transcript: Corey Hoffstein on Return Stacking  

The Big Picture

And I, and I really like the application of math and statistics and computer science to markets. You learn the math that can help you with, with market making operations. It’s just not smart on a math basis to do that. 01:02:36 All the math tells us we should not buy high dividend yield stocks.

Portfolio 130
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15 Financial Advisor Website Calculators

Midstream Marketing

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.

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Transcript: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

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. So people really ask you, you take French and can you do math. Two reasons.

Assets 147
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Transcript: Heather Brilliant, Diamond Hill

The Big Picture

00:42:38 [Speaker Changed] I was clicking around the website looking at some of the white papers you guys put out on a regular basis. And so I think, you know, not to say you couldn’t do it when there’s zero, but I just think it’s a lot harder to make the math work. The power of location.

Investing 147
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Transcript: Sean Dobson, Amherst Holdings

The Big Picture

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. And I was always good at math and, and I had been writing code since I was in the sixth grade. I never remember it. It was five financial crises.

Banking 147