Financial Advisor vs Financial Planner: A Guide for Wealth Management Professionals
Financial services like investment advice, estate planning, and financial coaching are converging...
What Financial Planners Need to Know About the One Big Beautiful Bill Act
The “One Big Beautiful Bill” is officially here, and there’s a lot in it that can affect your...
Predicting the Future Using Leading and Lagging Indicators
Wouldn't it be nice to have a crystal ball that lets you see exactly where the economy is going?...
A Financial Planner's Guide to the Four Phases of the Business Cycle
Wouldn’t it make our lives as financial planners easier if the four phases of the business cycle...
CFP vs CFA Credentials: Two Roads Diverge
Two roads diverge in the wood, and the one you travel will make all the difference.
Like Robert...
Predicting the Future: Business Cycles and Economic Indicators
In this episode of BIF Bites, Jerry and Adam sit down to talk about business cycles and economic...
Buy Now, Pay Later, Big Regrets
Buy Now, Pay Later (BNPL) plans are marketed as zero-interest, bite-sized payment options, but BIF...
The Dude Discusses Depreciation in Accounting
What is depreciation in accounting?
Depreciation is the systematic allocation of the cost of a...