Are you sick of tax season? Ya, same. We wish they’d come up with a vaccine for that. Let’s put a nice pretty bow on all things tax! We talk about the mad dash for documents, common client questions and other haunting items that pop up every April.
The BIF guys also discuss the potential benefits and downsides of utilizing a Net Unrealized Appreciation (NUA) strategy. Finally, we cover the Efficient Market Hypothesis (EMH) and the 3 different forms that it could take. Yes, Mike believes in the strong form. Here's the Strong Form vs. Weak Form practice question that we work through.
The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general.
Jerry Mee, CFP® is the Director of Student Support at the Boston Institute of Finance (BIF) and has nearly a decade’s worth of experience in the financial services industry.
Mike Long, CFP®, ChFC®, CLU® is the Co-Director of Curriculum for the Boston Institute of Finance (BIF). He has made his career in financial services and financial services education over the past 38 years.
Brendan Flaherty, CFP®, CIMA®, is currently a Senior Vice President with Janney Montgomery Scott where he focuses on investment management and financial planning for his clients. He is also the CFP® Program Director for the Boston Institute of Finance (BIF).
Adam Scherer, CFP®, MS is the Co-Director of Curriculum at the Boston Institute of Finance (BIF) and has over decade's worth of experience in the financial services industry.