What It Means & What It Takes to Become a Certified Financial Planner

Nate Levinson Life with Money

Although Park Piedmont focuses primarily on providing investment advice, our advisors also assist clients with broader financial planning work. Financial planning is the process of evaluating a client’s financial situation and developing a roadmap to help them meet their short- and long-term financial goals. The CERTIFIED FINANCIAL PLANNER™ designation is one recognition of expertise in financial planning. A number of our …

The Financial Perils of Herding

Nate Levinson Digital Assets, Life with Money

In recent weeks, the cryptocurrency industry has dominated financial headlines due to the bankruptcy of FTX, a popular crypto exchange. As an exchange, FTX allowed people to buy, sell, and trade digital currencies. The collapse of FTX began when reports surfaced about the company’s financial structure and levels of debt, which caused the price of FTX’s own “native currency,” the cryptocurrency …