PracticeQuestion

CFP® Practice Question: Which Portfolio Would You Choose?

Portfolio X has a weighted beta coefficient of 1.5, and Portfolio Y has a weighted beta coefficient of .8. Both portfolios are expected to earn the same weighted-average expected return. With these assumptions, which of the … [Read More...]

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Student Question of the Week: Series EE Bonds Interest

Student: Question from Matt F. Course: Fundamentals of Financial Planning Question I have several clients that inquired about this recently-they have several series ee bonds that are maturing or have matured. Do … [Read More...]

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Debut of the Certified Personal Retirement Specialist™ Professional Designation

We are excited to announce the Certified Personal Retirement Specialist™ designation. The Certified Personal Retirement Specialist™ (CPRS™) designation covers topics beyond the CFP Board exam.  In-depth education of … [Read More...]

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Student Question of the Week: 529 Nonqualified Withdrawal Penalty

Student Question from Andrew S. Course: Fundamentals of Financial Planning Question Under "penalties and restrictions for nonqual WDs from 529 plans", what exactly is "this additional tax" mentioned in the third … [Read More...]