According to Business Insider, the most recent results for the Chartered Financial Analyst® (CFA) Level 1 test were released in January, and 44% of the 47,175 test-takers passed the exam. Before you think that is a low figure, realize that the 44% pass rate is higher than usual. The CFA exam is one
Thankfulness and Contentment
One of the very rewarding parts of financial planning is to work with clients over a long period of time, and to ultimately reach a significant goal. I just had a meeting with a client that I started working with in 1992, who will reach her goal of retiring this May. It was a great meeting and a
