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S2 E17: Market Drops, CFP® Professional, and the 3B AI Commitment From the U.S. Department of Energy
Manage episode 413995605 series 3563447
Blue Chip Partners, LLC, Blue Chip Partners, and LLC에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Blue Chip Partners, LLC, Blue Chip Partners, and LLC 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Daniel Dusina and Matt Mondoux give a recap and analysis of the markets from the previous week, look at how the U.S. Economy stays resilient even with high interest rates, and discuss the huge investment in AI from the utilities sector. Plus, Financial Advisor Adam Larkin, who recently passed the CFP® exam, joins the show to highlight the importance of the designation and talk about the nuances of being held to the Fiduciary Standard.
Conversation Markers:
- 1:52 – Market Recap – How bad news can be good news for me and you!
- 4:07 – The U.S. economy is resilient - even with high interest rates
- 10:34 – The utilities sector is investing billions in AI
- 14:55 – What is the CERTIFIED FINANCIAL PLANNER™ designation?
- 21:41 – Suitability Standard vs. Fiduciary Standard
[Episode Length: 24:53]
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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