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12-26-2018, 10:44 PM | #2566 | |
Supporter
Join Date: Apr 2007
Location: Scott City KS
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Quote:
CPA = Certified Public Accountant CFP = Certified Financial Planner The similarities end with requiring certification and continuing education, the similarities pretty much end there. Becoming a full on CFP would be a massive undertaking. Meaning He would have to take a ****load of courses, the exam, and work under a CFP for a really long time. This would be a full on career change. That being said, many "financial planners" aren't certified. Most ****nuts Series 5, 6, or 7 certifications so they can sell bullshit ass products for bullshit ass companies. I don't know if there are any other certifications out there, but I wouldn't recommend going the full CFP route. https://www.cfp.net/become-a-cfp-pro...n-requirements |
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Posts: 57,742
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12-27-2018, 07:44 PM | #2567 | |
Mod Team
Join Date: Sep 2011
Location: Valley of the hot as ****
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Quote:
Crushing my dreams! Yea, no more school for me ever. Spent too many years there to go back for anything. |
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Posts: 46,089
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12-27-2018, 07:51 PM | #2568 |
Banned
Join Date: Dec 2018
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anyone buy weed?
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Posts: 137
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01-02-2019, 08:38 PM | #2569 |
TACO SALAD
Join Date: Apr 2008
Location: yes
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Initiated my IRA transfer tonight. Thanks for the heads up Cook about Apple before I deposited. I might DCA in this year a bit.
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Posts: 6,305
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01-02-2019, 08:48 PM | #2570 |
NFL's #1 Ermines Fan
Join Date: Jul 2001
Location: My house
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Well, I ended that year down 5.8 percent. But before you laugh at me, I apparently beat the S&P 500.
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Posts: 142,749
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01-02-2019, 09:21 PM | #2571 | |
"You like to drink?"
Join Date: Jun 2006
Location: "I like to drink."
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Quote:
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Posts: 43,998
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01-02-2019, 10:33 PM | #2572 | |
Custom User Title
Join Date: Jan 2007
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Quote:
Take it and run. I did my best not to panic, look at the IRA too much, and ended down 12.8. The good news is I’m still a long ways from needing it. Sent from my iPad using Tapatalk |
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Posts: 39,443
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01-02-2019, 11:57 PM | #2573 | |
Politically Incorrect
Join Date: Feb 2009
Location: Scottsdale, AZ
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Quote:
Most of you guys maybe too young to remember this how but how about "Silver Screen Limited Partnerships" sold by Lehman Brothers as tax shelters in the late 80's? ****ing disasters....... |
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Posts: 52,239
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01-03-2019, 12:47 AM | #2574 | |
Supporter
Join Date: Apr 2007
Location: Scott City KS
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Quote:
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Posts: 57,742
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01-03-2019, 12:59 AM | #2575 | |
NFL's #1 Ermines Fan
Join Date: Jul 2001
Location: My house
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Quote:
Ouch. Did something in particular tank on you? I have three different accounts that I manage, two IRAs and one that's liquid savings. One of them was a rock and only lost 2.5 percent. The second one did pretty good as well, relatively speaking, and was down 3.2 percent. But the third one was down 14.0 percent. It seemed like all of my overweighted stocks in that account tanked, even though there was no particular pattern among them. My second-biggest holding in that account (THO) got pulverized this year, losing over 60 percent, and it was about 8 percent of my total holdings in that account. But hey, now it's low so I'm buying a little more. It'll go back up eventually, right? Last edited by Rain Man; 01-03-2019 at 01:33 AM.. |
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Posts: 142,749
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01-03-2019, 08:56 AM | #2576 |
Buddy Christ is a Chiefs fan
Join Date: Nov 2008
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I just dropped some money into me and my wife's Roth IRA. Give me some good ideas to invest it in.
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Posts: 10,832
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01-03-2019, 10:53 AM | #2577 |
MVP
Join Date: Mar 2004
Location: Helena, MT
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Index funds
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Posts: 18,614
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01-03-2019, 11:04 AM | #2578 |
Buddy Christ is a Chiefs fan
Join Date: Nov 2008
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There are lots of index funds. Looking to narrow the search. Considering some HealthCare iShare ETFs... seems to be one of the better ones.
Last edited by BigRichard; 01-03-2019 at 11:22 AM.. |
Posts: 10,832
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01-03-2019, 02:36 PM | #2579 |
Politically Incorrect
Join Date: Feb 2009
Location: Scottsdale, AZ
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Cashing in my stock account during my move to Scottsdale looked foolish for the next 12-16 months.
Now I look like an idiot savant. |
Posts: 52,239
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01-03-2019, 02:51 PM | #2580 |
He's Mahomie!
Join Date: Aug 2001
Location: Jax, FL
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I'm looking for advice on how to pick a good CFP. I realize many aren't certified. In the past I just used a good newsletter to pick stocks. This year I'm looking for professional advice.
Picking a 'guy' is as tough as picking the stock. Also my 401k only let's me do mutual funds. I'm used to buying stocks. Any advice here? |
Posts: 17,387
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