Finance Strategists

At Finance Strategists, we believe one of the best ways you can help someone is with their finances. We create helpful informational videos to educate people.

[Finance Strategists @FinStrategists]

Monetary policy is the process by which a nation's central bank controls the supply of money.

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[Finance Strategists @FinStrategists]

A CKA is a financial professional who has earned a certification designed for professionals serving Christian clients and taking a values-based approach to financial matters.

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[Finance Strategists @FinStrategists]

An Investment Committee is a group of individuals who are responsible for the management of an organization's investments.

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[Finance Strategists @FinStrategists]

A 401(k) plan is a retirement savings plan sponsored by an employer.

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[Finance Strategists @FinStrategists]

The price to book ratio is a valuation metric that compares a company's share price to its book value. It is used to determine whether a company is undervalued or overvalued.

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[Finance Strategists @FinStrategists]

An expected return, or ER, is the return that is expected on an investment.

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[Finance Strategists @FinStrategists]

If you inherit a house, there are some key things you need to know in order to make the most of the situation.

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[Finance Strategists @FinStrategists]

When it comes to investing, there are many different investment vehicles to choose from. Two popular options are annuities and mutual funds.

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[Finance Strategists @FinStrategists]

Fiduciary duty is a legal term that refers to the obligation of a trustee to act in the best interests of their beneficiary.

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[Finance Strategists @FinStrategists]

The estate tax marital deduction is a provision in the estate tax that allows a married couple to transfer assets to each other without having to pay estate taxes on them.

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[Finance Strategists @FinStrategists]

A per diem rate is an amount you receive as an allowance per day to cover expenses related to your work.

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[Finance Strategists @FinStrategists]

The FINRA Suitability Rule was created in 2011 to address the growing number of reports that financial planners were steering their older clients into risky investments without regard to the client’s assets.

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[Finance Strategists @FinStrategists]

The Paycheck Protection Program Loan (PPPL) is a loan from the Small Business Administration created to help small businesses keep their employees on their payrolls during mandated closures.

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[Finance Strategists @FinStrategists]

A spendthrift trust ensures that your beneficiaries receive income from the trust, but can't withdraw principal.

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[Finance Strategists @FinStrategists]

The term "fiduciary" comes from the Latin word fiducia which means trust, faith or confidence.

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[Finance Strategists @FinStrategists]

Financial advisors are professionals who offer guidance regarding a range of financial decisions.

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[Finance Strategists @FinStrategists]

A Registered Financial Consultant (RFC) is a professional designation granted by the International Association of Registered Financial Consultants (IARFC).

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[Finance Strategists @FinStrategists]

Form SF-1199a refers to the direct deposit sign-up form used by the Social Security Administration (SSA).

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[Finance Strategists @FinStrategists]

A 401(k) account is a retirement savings account that is sponsored by an employer.

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[Finance Strategists @FinStrategists]

Portfolio risk is a term used to describe the potential loss of value or decline in the performance of an investment portfolio due to various factors, including market volatility, and credit defaults.

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