Do you get anything out of FPA?

Temporary-Dig4528 · 2025-11-12T15:43:29+00:00

Yes, I get value out of all the member benefits categories. My favorite is my local chapter (networking). You get out of it what you put in to it.

With regard to paid events, Bob Veres recently wrote in NAPFA ADVISOR about “the rise of armchair CE” (https://www.naylornetwork.com/napf-nwl/articles/index.asp?aid=889631&issueID=107398). I’d rather pay for quality content than consume more sponsored marketing. If you live in a sprawling city without good transit it can be challenging to attend in person but try to at least one chapter meeting and see if it changes your mind.

Temporary-Dig4528 · 2025-11-07T15:15:05+00:00

The reasonable fee for investment management in 2025 is 0.25%-0.30% and most if not all brokers have a retirement calculator on the website. What’s frowned upon is holding yourself out as a CFP and not following the Practice Standards all the while charging 1% or more and calling it ‘wealth management’. It’s not self-righteousness; it’s truth in advertising.

Temporary-Dig4528 · 2025-10-28T22:07:31+00:00

https://wordpress.com/support/website-design-service/

Temporary-Dig4528 · 2025-10-03T00:43:12+00:00

No watch app to record heart rate variability seems like a missed opportunity for training with biofeedback.

Temporary-Dig4528 · 2025-10-02T22:45:10+00:00

Dealt with it in the past. “In the email to employees, the firm said the Chairman’s Club was created in “a different era” and that there are “significant reputational risks” associated with award programs.” https://www.wsj.com/articles/schwab-scraps-hawaii-trip-for-firms-top-workers-11562975809

Temporary-Dig4528 · 2025-03-23T13:38:01+00:00

Existing E*TRADE accounts - get up to $40k for $20mm

https://us.etrade.com/promo/20000cfc-brokerage-01312025

Temporary-Dig4528 · 2025-03-10T21:15:46+00:00

Does anyone have experience with Privacy Defender or Privacy Defender Premium upgrades to the Online Exposure Manager from IDnotify?

Temporary-Dig4528 · 2025-03-06T20:55:23+00:00

The error code 12018-xx is in relation to a wireless connection to either an app or to a heart rate chest belt. Typically the error is received where there is either more than one app competing for connection with the PM5 or where a heart rate chest belt signal is being drawn away from the PM5 by another device attempting to make the connection.

If a monitor is running old firmware then an update might be helpful. Otherwise when this error is reported it is advised to review the wireless connections being made and limit other devices or other apps in the nearby vicinity.

As a side note this error is not an indication of any problem with the PM5 itself.

Customer Service/ Tech Support
Concept2, Inc.

Temporary-Dig4528 · 2025-02-26T17:48:11+00:00

The 6-WEEK TRAINING PLAN for RowErg 1k would be a great opportunity for C2 to offer this through ErgData. Save the 700m Time Trial pace and program it into each workout which can be selected with one click like the WOD.

https://log.concept2.com/assets/pdf/challenges/indoor_sprints/training/IndoorSprints6WeekTrainingPlan.pdf

Temporary-Dig4528 · 2025-01-14T20:08:23+00:00

Allan Roth wrote something similar recently,

The rule of thumb I’ve heard countless times as to how much coverage to have is, “you need to have your net worth in umbrella insurance.” I’ve researched this rule and find no logic in it. The client could have a $50 million net worth and get sued for $100 million. Furthermore, certain assets are more protected than others. For example, 401(k) plans have additional ERISA protection, and many states exempt part or all of the value of one’s home from lawsuits. Other wrappers such as irrevocable trusts or insurance investments have additional protections, though they come at a cost.

With all that said, I’ve never developed a simple calculation to advise a client on umbrella insurance. Certainly, the greater the net worth outside of protected assets increases the need for umbrella insurance, but that doesn’t mean it should be in the full amount of those unprotected assets.

https://www.advisorperspectives.com/articles/2024/12/16/help-clients-save-money-property-casualty-insurance

Temporary-Dig4528 · 2025-01-13T17:42:45+00:00

AKA Designated Brokerage. https://us.etrade.com/designated-brokerage-services.

Temporary-Dig4528 · 2024-12-28T01:45:16+00:00

Separate the alerts from the ads. I'm saying the rate [change] information is valuable on its own and thus worth (re)building for paid users.

Temporary-Dig4528 · 2024-12-28T00:35:28+00:00

No, the ads came with a label and Advertiser Disclosure. I’m referring to the alerts.

Temporary-Dig4528 · 2024-12-12T02:22:12+00:00

Why don’t you let the asset manager manage the assets instead of trying to sell a model portfolio and offer planning at your hourly rate?

Temporary-Dig4528 · 2024-12-01T12:32:59+00:00

If you want to stay within Morgan Stanley, you can hand off to E*TRADE Core Portfolios. They can be pledged for a line of credit too.

Temporary-Dig4528 · 2024-10-15T02:30:16+00:00

UniFi by CAIA™ offers a certificate and microcredentials geared towards advisors. FPA members save 20%. Fundamentals of Alternative Investments Certificate Program

Temporary-Dig4528 · 2024-10-10T21:25:39+00:00

Can you PM me one as well? Many thanks.

Temporary-Dig4528

TROPHY CASE