Most people assume their financial advisor is required to put their interests first. The type of advisor you work with, and the standard they follow, shapes how advice is given, how your advisor is compensated,...
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Several times a year, after months of intensive study, a determined group of budding financial planners “sit” for the day-long exam to become a CERTIFIED FINANCIAL PLANNER™. It is a tense day and the culmination...
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An eventful second quarter. In May, First Republic, a well-regarded mid-sized bank, experienced a rapid decline in deposits, forcing the FDIC to merge it into JPMorgan Chase. In early June, Congress avoided the U.S. defaulting...
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As you enter and navigate the world of adulthood, there’s a lot to learn about and keep track of when it comes to your finances. One of the most important things is how to manage...
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With ever-increasing technology capabilities and automation, you might wonder what this means for the financial advisory business. Will ChatGPT be able to take the place of a human advisor? The reasons ChatGPT will not replace...
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What is a credit score? Why is it important? Your credit score is a three-digit number (generally between 300-850) that lenders use to assess your creditworthiness. It’s based on a variety of factors, including your...
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Buying a home can be one of the biggest purchases in your life, so you want to make sure to ask the right questions and do your due diligence to make an informed decision. Whether...
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The concept of home ownership seems to be entrenched in the psyche of Americans, and most people consider owning a home as one of the best ways to accumulate wealth. Moreover, for most Americans, housing...
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In the years since the Silicon Valley Bank collapse, we have all learned more about bank stress tests and how these tests protect our financial system from banks taking extra risks. I was thinking about...
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With the U.S. markets outperforming their international counterparts in eight of the last ten years, investors may wonder if they should be invested in foreign companies or may be tempted to abandon their international equity...
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