Financial Planning18h
The states where CFP certification is surging — and why
SmartAsset analyzed the significance of the state-by-state figures on certificants, although some experts say geographic strategies are missing the bigger picture.
Nearly one-third of American adults now trust social media for financial advice: Why that’s a terrible idea
While social media may be a popular way to access low-cost financial advice, it’s an awful resource for a number of reasons.
14 financial advisers reveal how you should invest $50K right now
From investing for your future to putting money into a high-yield savings account, here’s what certified financial planners ...
Protecting financial investments | How to navigate the current economic climate
WESH 2's Sanika and certified financial planner, Reshell Smith, offer insight to investors amid uncertainties regarding tariffs, the economy shift and massive job layoffs.
Financial Planning2d
Amid DEI abandonment, what progress can firms show?
The murder of George Floyd nearly five years ago prompted many wealth managers to recommit to diversity, equity and inclusion ...
‘Volatility is part of the game': What financial advisors are telling investors about market turmoil
The Dow continued to fall on Tuesday after Trump announced higher tariffs. Here’s what advisors are telling their clients.
Financial Pitfalls To Avoid During And After Divorce
Here are some common financial mistakes to avoid during a divorce: ...
I’ve Been a Retirement Planner for 17 Years—Here Are the 18 Biggest Mistakes Most People Make
As a certified financial planner, a huge part of my job is helping people plan for their futures by giving them actionable ...
Panic selling tends to follow uncertainty. Here's how to make smarter moves.
Most people operate better in a predictable, stable environment than a chaotic, uncertain one. When uncertainty reigns, people get anxious. Safe assumptions about where to park your money no longer ...
Stock-market uncertainty can trigger panic selling. Here's a better option.
Most people operate better in a predictable, stable environment than a chaotic, uncertain one. When uncertainty reigns, people get anxious. Safe assumptions about where to park your money no longer ...
Community Impact6d
Edward Jones’ financial advisor Clark Pantel offers tailored financial planning in New Braunfels
Clark Pantel, a committed financial advisor with over 10 years of experience at Edward Jones, serves the New Braunfels area ...
10 Tax Surprises That Could Catch You Off Guard and Affect Your Wallet
These 10 taxable items can impact your finances by lifting your tax bill. They include investments, Social Security benefits, and retirement plan distributions.