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