DOL Fiduciary Rule Failure #287-Proposed EIA Exemption
The DOL Fiduciary Rule proposed exemption for Equity Indexed Annuities is out of step with other government pushes to add income...
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Jul 23, 2021
Models, Uncertainty, and the Importance of Trust
The following article is provided by Marlena Lee, Vice President at Dimensional Fund Advisors (DFA), on the value of advice when working...
Jul 23, 2021
“Stretched Worriers” Feel Financially Trapped
CFP Board offers tips to escape financial hardship, save for retirement Washington, D.C., December 16, 2016 – The Certified Financial...
Jul 23, 2021
The FED, Yields, and Expected Returns
What should we make of the impact of rising interest rates on bonds? (Link to our Special Report)
Jul 23, 2021
CFP Board Press Release: Confident Saving
CFP Board Consumer Survey Series: Slow and Steady “Confident Savers” Win the Race CFP Board Consumer Advocate offers tips to stay on...
Jul 23, 2021
“Tentative Savers” Feeling the Squeeze of Competing Financial Obligations
CFP Board Consumer Survey Series CFP Board Ambassador offers tips to find the right balance Washington, D.C., October 27, 2016 – A...
Jul 23, 2021
CFP Board Consumer Survey Series: “Concerned Strivers” Have Higher Incomes, Find Saving Hard
First of four consumer segmentation surveys provides detailed look at Americans’ finances Washington, D.C., September 28, 2016 – A new...
Jul 23, 2021
CFP Board Study on Savings
New Survey Shows Americans Trying to Save; Positive Yet Uncertain About Their Finances Analysis shows four discrete segments of...
Jul 23, 2021
The Wine Lovers’ Guide to Investing
Jim Parker of Dimensional Fund Advisors discusses the similarities in winemaking and a solid investment plan. Savoring a vintage wine is...
Jul 23, 2021
Dad, Be a Financial Superman to Your Kids
CFP Board Ambassador Offers Tips on Teaching Kids How Money Works Washington, D.C., June 15, 2016 (PDF) – Every dad wants to be a...
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