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11/7/24: What if Something Goes Wrong with Your Advisor Relationship?
Manage episode 448940363 series 3304352
Ric discusses three topics that both investors and advisors need to understand: The importance of E&O insurance if something goes wrong...The Invesco S&P 500® Quality ETF (SPHQ)...and Defining Comprehensive Financial Planning.
#Invesco #SPHQ #Top100Stocks #SP500 #QualityStocks #IRAInvesting #FinancialAdvisor #PortfolioStrategy #InvestmentOptions #SmartInvesting #ETFs #MarketCap #InvestmentSwitch #ETFInvesting #RiskManagement #ComprehensivePlanning #FinancialGoals
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Join our mailing list: https://www.thetayf.com/pages/podcast
Subscribe to podcast updates: https://form.jotform.com/223614751580152
Ask Ric: https://www.thetayf.com/pages/ask-ric
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Links from today’s show:
Invesco S&P 500® Quality ETF (SPHQ): https://www.invesco.com/us/financial-products/etfs/product-detail?audienceType=Investor&productId=ETF-SPHQ
9/6/24 Podcast - These Two ETFs Give You Unique Exposure to the S&P 500 and Nasdaq 100 https://www.thetayf.com/blogs/this-weeks-stories/these-two-etfs-give-you-unique-exposure-to-the-s-p-500-and-nasdaq-100?
11/13 Webinar - An Innovative Way to Generate Income in a World of Declining Rates: https://www.thetayf.com/pages/november-13-2024-an-innovative-way-to-generate-income
Certified in Blockchain and Digital Assets: https://dacfp.com/certification/
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Follow Ric on social media:
Facebook: https://www.facebook.com/RicEdelman
Instagram: https://www.instagram.com/ric_edelman/
LinkedIn: https://www.linkedin.com/in/ricedelman/
X: https://twitter.com/ricedelman
YouTube: https://www.youtube.com/@RicEdelman
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Brought to you by:
Invesco QQQ: https://www.invesco.com/qqq-etf/en/home.html
State Street Global Advisors: https://www.ssga.com/us/en/intermediary/etfs/capabilities/spdr-core-equity-etfs/spy-sp-500/cornerstones
Schwab: https://www.schwab.com/
TAYF Disclosure page: https://www.thetayf.com/pages/sponsorship-disclosure-fee
521 episoder
Manage episode 448940363 series 3304352
Ric discusses three topics that both investors and advisors need to understand: The importance of E&O insurance if something goes wrong...The Invesco S&P 500® Quality ETF (SPHQ)...and Defining Comprehensive Financial Planning.
#Invesco #SPHQ #Top100Stocks #SP500 #QualityStocks #IRAInvesting #FinancialAdvisor #PortfolioStrategy #InvestmentOptions #SmartInvesting #ETFs #MarketCap #InvestmentSwitch #ETFInvesting #RiskManagement #ComprehensivePlanning #FinancialGoals
-----
Join our mailing list: https://www.thetayf.com/pages/podcast
Subscribe to podcast updates: https://form.jotform.com/223614751580152
Ask Ric: https://www.thetayf.com/pages/ask-ric
-----
Links from today’s show:
Invesco S&P 500® Quality ETF (SPHQ): https://www.invesco.com/us/financial-products/etfs/product-detail?audienceType=Investor&productId=ETF-SPHQ
9/6/24 Podcast - These Two ETFs Give You Unique Exposure to the S&P 500 and Nasdaq 100 https://www.thetayf.com/blogs/this-weeks-stories/these-two-etfs-give-you-unique-exposure-to-the-s-p-500-and-nasdaq-100?
11/13 Webinar - An Innovative Way to Generate Income in a World of Declining Rates: https://www.thetayf.com/pages/november-13-2024-an-innovative-way-to-generate-income
Certified in Blockchain and Digital Assets: https://dacfp.com/certification/
-----
Follow Ric on social media:
Facebook: https://www.facebook.com/RicEdelman
Instagram: https://www.instagram.com/ric_edelman/
LinkedIn: https://www.linkedin.com/in/ricedelman/
X: https://twitter.com/ricedelman
YouTube: https://www.youtube.com/@RicEdelman
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Brought to you by:
Invesco QQQ: https://www.invesco.com/qqq-etf/en/home.html
State Street Global Advisors: https://www.ssga.com/us/en/intermediary/etfs/capabilities/spdr-core-equity-etfs/spy-sp-500/cornerstones
Schwab: https://www.schwab.com/
TAYF Disclosure page: https://www.thetayf.com/pages/sponsorship-disclosure-fee
521 episoder
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