July 2020: Monetary vs. Fiscal Policy, Impact of Reg BI

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Question of the Month (July 2020): Economic Policy

This question was discussed in detail during the July 2020 episode of the BIF Bites podcast! What action will be taken by Congress or the Fed in an environment with high unemployment, falling stock prices, and declining consumer spending? Read More

Question of the Month (June 2020): Investment Suitability

This question was discussed in detail during the June 2020 episode of the BIF Bites podcast! Your young neighbor Suzy recently received $500 for her birthday. She is an aggressive investor and wants to get every penny invested right away. She also wants to invest the $100 she makes each month from her paper route. She is very interested in investments and knows that she should invest in a well-diversified portfolio. However, she also knows that she is still learning and could use some guidance from experts with experience. What type of investment would you recommend as the best fit for Suzy? Read More

Special Webinar Question: Financial Planning Process

This question is a part of BIF's Special Webinar series which was created to help students affected by the July 2020 CFP® Exam postponement to September 2020. Read More

Special Webinar Question: Annuities

This question is a part of BIF's Special Webinar series which was created to help students affected by the July 2020 CFP® Exam postponement to September 2020. Read More

Special Webinar Question: Characteristics, Uses and Taxation of Investment Vehicles

This question is a part of BIF's Special Webinar series which was created to help students affected by the July 2020 CFP® Exam postponement to September 2020. Read More

Special Webinar Question: Alternative Minimum Tax (AMT)

This question is a part of BIF's Special Webinar series which was created to help students affected by the July 2020 CFP® Exam postponement to September 2020. Read More

Special Webinar Question: Other Tax-Advantaged Retirement Plans

This question is a part of BIF's Special Webinar series which was created to help students affected by the July 2020 CFP® Exam postponement to September 2020. Read More

Special Webinar Question: Characteristics and Consequences of Property Titling

This question is a part of BIF's Special Webinar series which was created to help students affected by the July 2020 CFP® Exam postponement to September 2020. Read More

Special Webinar Question: Economic Concepts

This question is a part of BIF's Special Webinar series which was created to help students affected by the July 2020 CFP® Exam postponement to September 2020. Read More