Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the CFP Board announced a series of proposed changes to its certification requirements, including an increase in required Continuing Education (CE) hours for current certificants to 40 hours every two years (up from the current … Read more
What caught my eye this week. Was there ever a rationale way for investors with a 60/40-style equity/bond portfolio to avoid the worst of the government bond rout of 2022? It’s a question that still bothers me. As a writer and an investing blog owner, mind you, not on my own account. I didn’t own … Read more
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent study indicates that surveyed advisory firms that raised their fees in the last year saw almost identical 97% client retention rates as firms that lowered their fees (with the firms raising their fees … Read more
What caught my eye this week. Data from MoneySuperMarket on household disposable income was presented by This Is Money this week as a regional ranking of which city’s citizens have the most spending power: Disposable income is defined here as what you have left to spend after paying some 31 kinds of outgoings – from rent … Read more
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that President-elect Trump plans to nominate former Securities and Exchange Commission (SEC) Commissioner Paul Atkins as the next SEC chair, replacing Gary Gensler. Atkins’ previous time on the commission and more recent statements suggest that he … Read more
