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  • 2023 Tax and Legal Seminar

    Wednesday, May 31, 2023 7:00 AM | Anonymous

    You're invited to the
    2023 Tax and Legal Seminar

    Friday, November 3, 2023
    The Scottsdale Resort at McCormick Ranch 

    7:00 AM Breakfast & Registration
    7:45 AM-12:30 PM Seminar

    The Center for Jewish Philanthropy of Greater Phoenix and the Arizona Community Foundation present the 2023 Tax and Legal Seminar featuring Samuel A. Donaldson, Professor of Law at Georgia State University. Join us and the leading Arizona estate planning attorneys, CPAs, insurance agents, CFPs, and other financial planning professionals for the premiere tax & charitable planning event.

    Attendees can receive up to four hours of continuing education credits in their field.

    The event will take place in-person and a recording of the seminar will be available to view beginning on or around November 10. 

    General Registration In-Person Tickets: $290

    Day of Event Registration In-Person Tickets: $315

    Post Seminar Recording available to view on or around November 10: $290

    Note: the post seminar recording is included with each ticket purchased.

    Full refund for cancellation received by October 20.

    To Register:  About - 2023 Tax and Legal Seminar (cventevents.com)

  • Cracks Beginning to Show in The Fight Against Inflation

    Thursday, May 11, 2023 3:20 PM | Anonymous

    https://static1.squarespace.com/static/5b2823f7b105985d60203c29/t/64558531663457128a37ec79/1683326258074/TFS+Newsletter+May+2023.pdf

  • From our Partner Dimensional Above the Fray Face/Off: Value Premium and Interest Rates

    Monday, March 06, 2023 2:36 PM | Anonymous

    For some investors, the tea leaf-reading exercise of Fed-watching may spill over into speculation about the impact of future interest rate changes on the value premium, which is commonly believed to be sensitive to interest rate activity. Recent relative performance of value stocks did nothing to dispel this belief. Over the period 2018–2020, the 10-year US Treasury yield fell by 1.47% while the average annual US value premium was -22.21%. The script flipped in 2021–2022, when a rise in rates of 2.95% was accompanied by an average annual value premium of 25.71%.

     

    Drawing conclusions about the relation between value and interest rates using a few select data points is no more advisable than inferring the high correlation between Nicolas Cage movie releases and fatal pool accidents is causal.1 A more comprehensive view of the value premium shows little sensitivity to interest rate changes. The exhibit below indicates rising rate years have existed all over the distribution of value premium observations. There is no tendency for these periods to cluster among good (or bad) outcomes for value stocks. Trying to guess how value stocks will perform in response to future interest rate changes may be even less productive than sitting through a Cage movie. 

     

    Past performance is not a guarantee of future results. Returns are not representative of actual portfolios and do not reflect costs and fees associated with an actual investment. US Value Premium defined as the return of the Fama/French US HML Research Factor, available from the Data Library of Ken French. Each year is categorized by rising (falling) rates if the 10-Year US Treasury yield at the end of the year is higher (lower) than the yield at the end of the previous year. Treasury data available from the Federal Reserve Bank of St. Louis. The Fama/French factors represent academic concepts that may be used in portfolio construction and are not available for direct investment or for use as a benchmark. Eugene Fama and Ken French are members of the Board of Directors of the general partner of, and provide consulting services to, Dimensional Fund Advisors LP.

     

      More Insights from Dimensional  


  • Call for Mentors for ASU Personal Financial Planning Students

    Tuesday, January 24, 2023 3:31 PM | Anonymous member (Administrator)

    Call for Student Mentors

    Are you interested in guiding the next generation of financial planners?

    We are looking for 6-8 FPAGP members to mentor Arizona State University students that are part of the Certified Financial Planning program this semester. The expectation is that you will meet once a month for at least 30 minutes. You are welcome to meet over coffee, schedule a Zoom call, or invite them to your office. Many of the students are looking for career guidance and would benefit from hearing about your experience in the industry and seeing what your day-to-day looks like. This is an exciting opportunity to shape our future financial planners!

    If you are interested, please reach out to Lillian at lillian.turner@openplan.us


  • Our Chapter Member Quoted on the CFP Board Website

    Tuesday, November 22, 2022 3:04 PM | Anonymous


  • Amy Shepherd from Arizona on CFP Board

    Tuesday, November 22, 2022 3:00 PM | Anonymous


  • Chapter Partner Q3 Newsletter

    Tuesday, November 22, 2022 2:50 PM | Anonymous



  • Quarterly Action Alert: Welcome New and Returning Chapter Board of Directors

    Wednesday, January 12, 2022 9:55 AM | Anonymous member (Administrator)

    Welcome 2022 Board of Directors!

    New board members Matt Miller, Drake Qualls and Thomas Rindahl join for their first term, with Colleen Jordan Hallinan, Dale Walters, and Murray Smith elected to serve another term.

     

    2022 Officers:

    Chair:  Craig Waugh

    President:  William Cerynik

    President Elect:  Colleen Jordan Hallinan

    Secretary:  Dale Walters

    Treasurer: Drake Qualls


  • Upcoming 4 Hour Course: Arizona Insurance Ethics

    Thursday, July 08, 2021 10:01 PM | Anonymous member

    Join us for...

    Good People. Bad Things.

    What does an Ethical Practice mean to you? Would it mean the same things to clients and potential clients?  To our regulators?

    This Arizona qualified 4 hour INSURANCE ETHICS course will help you explore the topic in a fresh, rich, interactive way while you satisfy your mandatory Insurance specific Ethics licensure renewal requirement.

    Presented by: Melissa Kemp, CFP, AEP, CAP, CNAP

    Date:  Wed, July 21st, 2021

    Time: 12:30 pm to 5:00 pm (no partial credit, must attend full class)

    Cost: Current FPAGP members - No Charge (included in dues)

    Non members: $95 for timely advance registration

    At the door registration (member or not) $125

    Location:  via Chapter Zoom Room, with limited in person, on site option for early registrants who so prefer.

    https://Zoom.US/Join  Meeting | ID: 710 131 6685

    Ethics Course Passcode made available to planners with their registration confirmation

    Register HERE. 


  • Upcoming Partner CE Event - Zia Trust

    Thursday, July 08, 2021 9:50 PM | Anonymous member

    Join us for...

    Understanding Corporate Trusteeship

    What Happens When Traditional Fall Back Options Aren't An Option?

    David Long, JD. President, Zia Trust Company

    Wednesday, July 14
    4pm - 5:30pm

    Partner CEvents provide CE at no cost to our community

    Location: Chapter Zoom Room | Meeting ID 710 131 6685

    ___________________




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