CFPBoard_ConcernedStrivers_infographic

New CFP Board Consumer Survey Series: “Concerned Strivers” Have Higher Incomes, Find Saving Hard

First of four consumer segmentation surveys provides detailed look at Americans’ finances By Paul Jarvis, CFP® AreaVoices Financial Planning Blog  A new series of consumer surveys from Certified Financial Planner Board of Standards, Inc. (CFP Board) reveals four distinct groups of Americans based on their saving patterns, including one segment that exhibits optimism about their…
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2016-08-30 CFP Survey Image (2)

New Survey Shows Americans Trying To Save; Positive Yet Uncertain About Their Finances

Analysis shows four discrete segments of respondents; each involves unique findings regarding money management, retirement savings and outlook on finances By Paul Jarvis, CFP® AreaVoices Financial Planning Blog    A new national survey released this week by Certified Financial Planner Board of Standards, Inc. (CFP Board) shows that Americans are trying to save despite having…
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Moving Forward after a market setback

Global Market Volatility: How To Stay In And Weather The Storm

Tips on Dealing with a Turbulent Global Economy   By Paul Jarvis, CFP® AreaVoices Financial Planning Blog   With Britain’s recent vote to leave the European Union, the stock market experienced a momentary decline. In moments like these, the urge to do something with your U.S. and international equities can be overwhelming. Like pulling your…
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Paul and Kids Camping

Dad, Be A Financial Superman To Your Kids

Tips on Teaching Kids How Money Works By Paul Jarvis, CFP® AreaVoices Financial Planning Blog Every dad wants to be a superhero to his children. On Father’s Day, kids remind their dads of all the reasons that they are appreciated – because he is wise, strong, patient, hard-working, and good at solving problems. But what…
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Financial Planning

Diversification Is A Prudent Decision

Tips on Which Assets to Diversify and How By Paul Jarvis, CFP® AreaVoices Financial Planning Blog   Diversification is a prudent decision; it is an effective, inexpensive, and easy-to-implement strategy in an investor’s toolbox to help reduce the risk of loss, without completely sacrificing return. The concept of diversification is readily grasped in a bit…
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