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The Ivory Tower Changes Wall Street

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
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Year-End Charitable Gifting and You

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.
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Assess Life Insurance Needs

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

For specific details about AdvisoryHQ's methodology for this recognition go to https://www.advisoryhq.com/all-topics/#Methodologies. The AdvisoryHQ Top Ranked Financial Planning Firm Award was based upon an independent analysis using a multi-step selection methodology for identifying, researching, and generating its list of top ranked firms. The award criteria takes into account a range of factors, including experience level, level of customization, site quality, resources, features, range of provided services, innovation, value-added, and many more factors, to build up a broad picture of what each firm or product has to offer, before the final selection process occurs. Firms do not pay for their ranking in connection with the AdvisoryHQ award. The AdvisoryHQ award should not be construed as an endorsement of the firm's advisory services. Third party rankings and recognition from rating services are no guarantee of future investment success.