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Chad Gammon, CFP, owner of Custom Fit Financial, credits this podcast with helping him transition out of his IT career and into financial planning. The podcast covers a variety of retirement and ...
Reading books about business, finance and self-improvement can aid … Continue reading → The post The 8 Best Books for Financial Advisors appeared first on SmartAsset Blog. 8 Books Perfect to ...
The world changes quickly, and technology has made everything more accessible -- including finding answers to your finance questions and your relationship with money. While there are a ton of new...
Security Analysis (book) The Smartest Guys in the Room (book) The Snowball: Warren Buffett and the Business of Life; The Speed Traders; The Stock Exchange (book) Stocks for the Long Run; Success and Failure Based on Reason and Reality; Survival of the Fittest for Investors
The Chartered Financial Consultant (ChFC) is the "advanced financial planning" designation awarded by The American College of Financial Services. To secure the designation, applicants must have three years of full-time business experience within the preceding five years and must complete nine college-level courses; the award is also contingent ...
The model of doughnut economics. Oxford economist Kate Raworth presented her 13 February 2012 Discussion Paper, "A Safe and Just Space for Humanity: Can we live within the Doughnut?", prior to the Rio+20 United Nations Conference on Sustainable Development. The doughnut-shaped visual framework illustrates a safe space between "planetary ...
Boldin’s basic financial planning program is free, but a $120 annual fee unlocks the full firepower of the modeling software, factoring in 250-plus inputs (versus 100 with the free planner ...
Asset/liability modeling is an approach to examining pension risks and allows the sponsor to set informed policies for funding, benefit design and asset allocation. Asset/liability modeling goes beyond the traditional, asset-only analysis of the asset-allocation decision.