Jun
24

Welcome to Brexit

posted on June 24th 2016 in Market Commentary & Newsletters with 0 Comments

Yesterday’s vote by the British electorate to end its 43-year membership in the European Union seems to have taken just about everybody by surprise, but the aftermath could not have been more predictable.  The uncertainty of how, exactly, Europe and Britain will manage a complex divorce over the coming decade sent global markets reeling.   London’s […]

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Feb
12

What is a CERTIFIED FINANCIAL PLANNER™ Professional?

posted on February 12th 2016 in Austin CFP Team Posts & Fort Worth CFP Team Posts & LA/OC CFP Team Posts & San Diego CFP Team Posts & Your Financial Advisor with 0 Comments

Serious Black Couple Listening To Financial Advisor During Investment Consultation.

What is a CERTIFIED FINANCIAL PLANNER™ professional? The CERTIFIED FINANCIAL PLANNER™ professional certification is the only financial planning certification that requires financial planners to put the needs of their clients ahead of their own. Financial planners who earn the CFP® certification meet rigorous standards of professionalism and ethics, and are required to uphold the values […]

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