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.

West Hollywood, CA
Joined May 2020
Monetary policy is the process by which a nation's central bank controls the supply of money. Read more by visiting: financestrategists.com/wealt… #financestrategists #learnfinance #financegoals #financeblogger #financecoach
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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. Read more by visiting: financestrategists.com/finan… #financestrategists #learnfinance
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An Investment Committee is a group of individuals who are responsible for the management of an organization's investments. Read more by visiting: financestrategists.com/retir… #financestrategists #learnfinance #financegoals #financeblogger #financecoach
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A 401(k) plan is a retirement savings plan sponsored by an employer. Read more by visiting: financestrategists.com/retir… #financestrategists #learnfinance #financegoals #financeblogger #financecoach
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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. Read more by visiting: financestrategists.com/wealt… #financestrategists #learnfinance #financegoals
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An expected return, or ER, is the return that is expected on an investment. Read more by visiting: financestrategists.com/wealt… #financestrategists #learnfinance #financegoals #financeblogger #financecoach
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If you inherit a house, there are some key things you need to know in order to make the most of the situation. Read more by visiting: financestrategists.com/estat… #financestrategists #learnfinance #financegoals #financeblogger #financecoach
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When it comes to investing, there are many different investment vehicles to choose from. Two popular options are annuities and mutual funds. Read more by visiting: financestrategists.com/insur… #financestrategists #learnfinance #financegoals #financeblogger #financecoach
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Fiduciary duty is a legal term that refers to the obligation of a trustee to act in the best interests of their beneficiary. Read more by visiting: financestrategists.com/finan… #financestrategists #learnfinance #financegoals #financeblogger #financecoach
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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. Read more by visiting: financestrategists.com/tax/t… #financestrategists #learnfinance
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A per diem rate is an amount you receive as an allowance per day to cover expenses related to your work. Read more by visiting: financestrategists.com/finan… #financestrategists #learnfinance #financegoals #financeblogger #financecoach
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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. Read more by visiting: financestrategists.com/finan… #financestrategists
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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. Read more by visiting: financestrategists.com/mortg… #financestrategists #learnfinance
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A spendthrift trust ensures that your beneficiaries receive income from the trust, but can't withdraw principal. Read more by visiting: financestrategists.com/estat… #financestrategists #learnfinance #financegoals #financeblogger #financecoach
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The term "fiduciary" comes from the Latin word fiducia which means trust, faith or confidence. Read more by visiting: financestrategists.com/finan… #financestrategists #learnfinance #financegoals #financeblogger #financecoach
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Financial advisors are professionals who offer guidance regarding a range of financial decisions. Read more by visiting: financestrategists.com/finan… #financestrategists #learnfinance #financegoals #financeblogger #financecoach
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A Registered Financial Consultant (RFC) is a professional designation granted by the International Association of Registered Financial Consultants (IARFC). Read more by visiting: financestrategists.com/finan… #financestrategists #learnfinance #financegoals #financeblogger
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Form SF-1199a refers to the direct deposit sign-up form used by the Social Security Administration (SSA). Read more by visiting: financestrategists.com/retir… #financestrategists #learnfinance #financegoals #financeblogger #financecoach
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A 401(k) account is a retirement savings account that is sponsored by an employer. Read more by visiting: financestrategists.com/retir… #financestrategists #learnfinance #financegoals #financeblogger #financecoach
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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. Read more by visiting: financestrategists.com/wealt… #financestrategists
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