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S2 E17: Market Drops, CFP® Professional, and the 3B AI Commitment From the U.S. Department of Energy
Manage episode 413995605 series 3563447
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Daniel Dusina and Matt Mondoux give a recap and analysis of the markets from the previous week, look at how the U.S. Economy stays resilient even with high interest rates, and discuss the huge investment in AI from the utilities sector. Plus, Financial Advisor Adam Larkin, who recently passed the CFP® exam, joins the show to highlight the importance of the designation and talk about the nuances of being held to the Fiduciary Standard.
Conversation Markers:
- 1:52 – Market Recap – How bad news can be good news for me and you!
- 4:07 – The U.S. economy is resilient - even with high interest rates
- 10:34 – The utilities sector is investing billions in AI
- 14:55 – What is the CERTIFIED FINANCIAL PLANNER™ designation?
- 21:41 – Suitability Standard vs. Fiduciary Standard
[Episode Length: 24:53]
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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