); ga('send', 'pageview');

Posts in Uncategorized

Financial Planning for the Full Cost of College

Financial Planning for the Full Cost of College

May 1, 2019 Posted by Uncategorized 0 thoughts on “Financial Planning for the Full Cost of College”

Joe Pitzl, CFP®, is the Managing Partner at Pitzl Financial. He spoke with Investopedia about working with families on the ever-increasing cost of attending college, and how to prepare children for the cost of their education.

Goal-Based Investing: My Favorite Term

Goal-Based Investing: My Favorite Term

May 1, 2019 Posted by Uncategorized 0 thoughts on “Goal-Based Investing: My Favorite Term”

Managing Director of Vanguard’s Retail Investor Group Karin Risi shares why “goal-based investing” is her favorite financial term.

"A 9 year bull market isn't necessarily normal"

“A 9 year bull market isn’t necessarily normal”

May 1, 2019 Posted by Uncategorized 0 thoughts on ““A 9 year bull market isn’t necessarily normal””

How should long-term investors approach increasing volatility? Here’s what Terri Kallsen, Executive Vice President of Investor Services at Charles Schwab, and her team tell their clients.Kallsen is a Certified Financial Planner™ practitioner, a Certified Wealth Strategist®, a member of the…

How Vanguard is Trying to Reach Millennials

How Vanguard is Trying to Reach Millennials

May 1, 2019 Posted by Uncategorized 0 thoughts on “How Vanguard is Trying to Reach Millennials”

Managing Director of Vanguard’s Financial Advisor Services, Thomas Rampulla, discusses the negative effects of the 2008 financial crisis on Millennials’ ability to trust financial advisors.

How the Fiduciary Rule Can Impact You

How the Fiduciary Rule Can Impact You

May 1, 2019 Posted by Uncategorized 0 thoughts on “How the Fiduciary Rule Can Impact You”

Betterment founder and CEO, Jon Stein, explains how the Department of Labor (DOL) fiduciary rule will change the financial advice industry.

Welcome to the Financial Fitness Tour

Welcome to the Financial Fitness Tour

April 30, 2019 Posted by Uncategorized 0 thoughts on “Welcome to the Financial Fitness Tour”

Follow along at #TheFinancialCoachNow, more than ever, the need for financial literacy and education are of critical importance. More than half of Americans are not invested in the stock market and don’t have enough put away for retirement, major life…

Schwab's Senior Executive VP Sees Bullish, Retirement-Minded Investors

Schwab’s Senior Executive VP Sees Bullish, Retirement-Minded Investors

April 28, 2019 Posted by Uncategorized 0 thoughts on “Schwab’s Senior Executive VP Sees Bullish, Retirement-Minded Investors”

What’s on retail investors’ radar? We asked senior executive vice president of Charles Schwab, Jonathan Craig, to share what he sees clients focused on in today’s market.Jonathan M. Craig serves as a senior executive vice president of Charles Schwab, focusing…

Equestrian Economics: The 2017 Quarter Horse Congress

Equestrian Economics: The 2017 Quarter Horse Congress

April 28, 2019 Posted by Uncategorized 0 thoughts on “Equestrian Economics: The 2017 Quarter Horse Congress”

he financial Fitness Tour lands in Columbus, OH for the 2017 American Quarter Horse Congress.

State Street's Jim Ross Busts ETFs' Biggest Myths

State Street’s Jim Ross Busts ETFs’ Biggest Myths

April 28, 2019 Posted by Uncategorized 0 thoughts on “State Street’s Jim Ross Busts ETFs’ Biggest Myths”

State Street’s Jim Ross, creator of SPY, on the biggest misconceptions around ETFs.

What Data Sets Will Quants Mine in the Future?

What Data Sets Will Quants Mine in the Future?

April 28, 2019 Posted by Uncategorized 0 thoughts on “What Data Sets Will Quants Mine in the Future?”

We asked three quantitative analysts to name the most interesting data sets they’ve heard of, from cell phones tracking their owners for third parties, to investing on the outcome of court cases.