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what are requirements to become mortgage broker
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What's going on out there? #34
Let's talk about what's going out there this week! Watch our video and let us know your thoughts in the comments below.
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What's Going On Out There? #33
Check out the video and let us know your thoughts on what's going on out there in the comments below! :)
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What's Going On Out There? #32 - Insurance Companies Using Drones?👀
Why are some insurance companies using drones? Learn why and what for on today's episode of What's Going On Out There?". Let us know your thoughts in the comments.
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What's Going On Out There? #31
Let us know what you think about what's going on out there this week in the comments below.
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🚨New Giveaway Alert!‼️🚨 📸 Financial Planners Spring Profile Picture Giveaway🎁
✨Spring Giveaway✨🎁 We're giving away One Complimentary enrollment in one (1) CFP® education program course or professional designation course (up to $1,350 value, depending on the course chosen)!🎉 To enter all you have to do is add a profile picture to your account during the promotion period of Friday, April 5, 2024, at…
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🚨New Video🚨 📹 What's Going On Out There? #30 - Morgage Rates🏠
Check out our latest episode of "What's going on out there?" and let us know your thoughts in the comments!
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Join us for our upcoming 2024 Tax Policy & Economic Update Event
I wanted to welcome you all to join us on March 28, 2024 for an exciting event where we will talk about tax policy and economic updates in 2024. See a sneak peek in my video below: Lots of great things to discuss and we look forward to seeing you there. Registration can be found in this community event.
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🚨New Video🚨 📹 What's Going On Out There? #29
Check out the latest episode of What's Going On Out There? and let us know your thoughts in the comments bellow. :)
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What's Going On Out There? #28
Today's version of "What's Going On Out There?" is coming to you via a quick video. Let's discuss the implications of AI (Artificial Intelligence) in our world of financial planning. Watch and share your thoughts with us below.
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Soft Skills for New Financial Advisors
In CFP studies, we primarily teach students a myriad of concepts designed to help them understand how to solve client problems and help clients reach their goals. But, and this is a big BUT, what we'll call soft skills are crucial for financial advisors—especially new financial advisors. Building and maintaining client…
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Ask Us Anything!
Do you have any questions about the Financial Planning field? Ask away in the comments and we will pick a few questions to have our team answer in discussion posts throughout the month. ✨
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What's Going On Out There? #27
Well, the restaurant chain Wendy's sure stirred up some controversy this week and at least one of their competitors is hoping to cash in on their PR mess. Wendy's is finding out that even mentioning dynamic pricing for fast food is not a winner with consumers, especially when food prices in general are still quite high.…
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How to Get Started with Your Taxes💰
The tax deadline is quickly approaching and April 15 will be here before you know it. People are frantically calling their tax professionals and asking questions like, “How many tax pros does it take to change a lightbulb?” The answer is, probably the same as last year. But seriously. As we all prepare to do our civic duty…
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What's Going On Out There? #26
Well, I apparently failed to post this last week and found it in my drafts. Sorry about that! In the Wall Street Journal last week, we read about the SEC expanding it's oversight into government-issued securities. The SEC's position is that this will help protect investors and maintain market efficiency. Industry analysts…
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What's Going On Out There? #25
Well the big news this week is that the Fed decided to take no action with interest rated. The Dow and S&P 500 indexes, which had reached new highs earlier in the week, pulled back on Wednesday. What do you think the Fed will do in future meetings and how do you see it affecting the stock and bond markets? When do you…
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Earn Your Real Estate License
Are you a financial planner looking to expand your skill set, diversify your income streams, and unlock new growth opportunities? Have you ever considered earning your real estate license? Whether you’re a seasoned financial expert or just starting your career in the world of finance, obtaining a real estate license could…
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What's Going On Out There? #24
From the WSJ this week, the Dow and the S&P 500 both set new highs so far this month. The Fed is indicating there may be interest rate decreases later this year which will likely be good for the bond market. All good news for now. On the other hand, consumer debt, especially credit card balances, is increasing and bank are…
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What's Going On Out There? #23
In meeting with my clients so far this month, many are asking what I think the market will do in what looks to be a rather contentious election year. Like most of you, my clients run the gamut from very conservative to very liberal and so I respond in a politically neutral way, but I don't sidestep the obvious strengths…
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What's Going On Out There? #22
The theme of several articles and opinion pieces in the Wall Street Journal recently indicate that the US economy did indeed get that "soft landing" everyone was hoping for. Inflation is down, prices are beginning to moderate, though not across the board, and the major stock indexes are at or near all time highs. And yet,…