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Why CFP® Certification Matters

Most people think all financial planners are "certified," but this isn't true. Anyone can call himself a "financial planner." Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification…
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Stock Market Roars Up - Use Logic Rather Than Emotion

The U.S. stock market just had a terrific first quarter.  The S&P 500 index was up 10.0% over the past three months. My client portfolios were not up that much because they also own many other investment asset classes that didn't advance…