Executive Summary As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing ...
Executive Summary Financial advisors have had to navigate many challenges in 2022, from an inflationary environment, the likes of which ...
Executive Summary 2022 marks the 50th anniversary of the enrollment of students into the first Certified Financial Planner (CFP) course, ...
Executive Summary For most advisory firms, 2022 has been a year of relative stability, market volatility notwithstanding. After 2 years ...
It is hard for me to believe that the US Supreme Court is hearing the case of Jack Daniels vs...
Read moreCOVID-19 is still raging throughout the U.S., and in much of the world it has never stopped doing so. Safe...
Read moreEnjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that...
Read moreby Dennis Crouch In a prior post, I mentioned that the Copyright Office had canceled the registration for “Zarya of...
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