Trending...
- NOORAI Launches AI Platform during Money20/20 USA to Advance Economic and Enterprise Decision Intelligence - 108
- Words of Veterans & Veterans Growing America Collaboration - 101
- Bookmakers Review Releases 2028 Democratic Nominee Betting Odds: Newsom Leads Early Field
MANHATTAN, N.Y. - nvtip -- Wharton Wealth Planning, LLC, a New York-based independent fee-only fiduciary financial advisor, continues to garner media attention for its straightforward, comprehensive approach to investment strategies for navigating today's volatile markets.
CNN has just published Wharton Wealth Planning's advice on making decisions related to the purchase and sale of stocks (https://www.cnn.com/cnn-underscored/money/how-to-sell-stocks). "As an independent fee-only fiduciary financial advisor, we have a tremendous advantage in helping clients reach their financial goals," David Rosenstrock, CFP®, MBA said, "because we are fee-only and don't accept any commissions. So we are not tied to any particular products or family of funds and can always put our clients' interests first when providing advice." The article notes, "When an investor holds on to a stock, the investor is exposed to market and company-specific risks and related potential share price volatility- so understanding the specific risks and rewards of the investment is crucial."
More on nvtip.com
The CNN article follows on the heels of earlier recognition from Fortune, Forbes, CBS, Fox Business and other media channels geared to serious investors. In a recent interview with Fortune magazine in January 2024, Wharton Wealth Planning founder David Rosenstock outlined some thoughts on the risks and rewards associated with short-term interest rate investments such as certificate of deposits and high yield money market accounts.
Current higher interest rates are mostly a positive for investors, Rosenstrock noted, but investors need to watch out for pitfalls too. Two years ago, yields on 10-year Treasury bonds were below 2%. They've more than doubled since then. Higher interest rates increase the long-term return potential for bonds and other short-term assets, meaning that investors can earn higher returns without having to move into riskier asset types like stocks. But higher yields also bring potential pitfalls that investors should be aware of.
Wharton Wealth Planning gears its advice to long-term investors and avoids unproven and speculative products like cryptocurrencies, Rosenstrock said. "All of our clients want to grow their assets for the long-term," he added, "but they also want peace of mind and downside protection."
More on nvtip.com
According to The Wall Street Journal, of the roughly 295,000 professionals in the U.S. who offer clients financial advice, fewer than 2% are fee-only advisors who follow a true fiduciary standard that prohibits commissions on products recommended to clients and legally requires the advisers to always put their clients' interests first.
Wharton Wealth Planning (https://whartonwealthplanning.com/ ) provides comprehensive and consultative wealth management services. Wharton Wealth Planning employs a disciplined investment philosophy backed by academic and scientifically validated principles and processes. Unlike many other brokers and advisors, Wharton Wealth Planning advisors' compensation is not based on what products are used to implement client investments. CERTIFIED FINANCIAL PLANNER™ practitioners have taken additional steps to demonstrate their professionalism by completing a rigorous certification process, meeting continuing education requirements for ongoing certification, and adopting the CFP® Board's Code of Ethics and Standards of Conduct.
CNN has just published Wharton Wealth Planning's advice on making decisions related to the purchase and sale of stocks (https://www.cnn.com/cnn-underscored/money/how-to-sell-stocks). "As an independent fee-only fiduciary financial advisor, we have a tremendous advantage in helping clients reach their financial goals," David Rosenstrock, CFP®, MBA said, "because we are fee-only and don't accept any commissions. So we are not tied to any particular products or family of funds and can always put our clients' interests first when providing advice." The article notes, "When an investor holds on to a stock, the investor is exposed to market and company-specific risks and related potential share price volatility- so understanding the specific risks and rewards of the investment is crucial."
More on nvtip.com
- Help Build an AI That Will Create Jobs, Not Eliminate Them: Phinge is Hiring in Incline Village, Nevada for its Netverse Patented App-less Technology
- Veterans Day 2025: Virginia Veterans Can Claim Free Words of Veterans Book Vouchers
- Film Festival Makes the Invisible Visible – Held in Arizona and Nevada
- Help Change the World: Phinge Is Hiring in Incline Village & Reno Nevada for its Netverse Patented App-less Technology, Verified AI & Mobile Hardware
- Award-Winning Author Zane Carson Carruth Featured in USA Today for Inspiring Mission to Nurture Young Hearts Through Storytelling
The CNN article follows on the heels of earlier recognition from Fortune, Forbes, CBS, Fox Business and other media channels geared to serious investors. In a recent interview with Fortune magazine in January 2024, Wharton Wealth Planning founder David Rosenstock outlined some thoughts on the risks and rewards associated with short-term interest rate investments such as certificate of deposits and high yield money market accounts.
Current higher interest rates are mostly a positive for investors, Rosenstrock noted, but investors need to watch out for pitfalls too. Two years ago, yields on 10-year Treasury bonds were below 2%. They've more than doubled since then. Higher interest rates increase the long-term return potential for bonds and other short-term assets, meaning that investors can earn higher returns without having to move into riskier asset types like stocks. But higher yields also bring potential pitfalls that investors should be aware of.
Wharton Wealth Planning gears its advice to long-term investors and avoids unproven and speculative products like cryptocurrencies, Rosenstrock said. "All of our clients want to grow their assets for the long-term," he added, "but they also want peace of mind and downside protection."
More on nvtip.com
- Parkchester Oral & Maxillofacial Surgery Celebrates 450+ 5-Star Reviews
- The AI CEO Partners with D3 Hockey News to Elevate the Voice of Division III Hockey Nationwide
- Statement from the Campaign of Theodis Daniel, Republican for U.S. Congress (TX-18)
- Divine Punk Announces Happy Christmas, a Holiday Soundscape by Rebecca Noelle
- $430 Million 2026 Revenue Forecast; 26% Organic Growth; $500,000 Stock Dividend Highlight a Powerful AI & Digital Transformation Story: IQSTEL $IQST
According to The Wall Street Journal, of the roughly 295,000 professionals in the U.S. who offer clients financial advice, fewer than 2% are fee-only advisors who follow a true fiduciary standard that prohibits commissions on products recommended to clients and legally requires the advisers to always put their clients' interests first.
Wharton Wealth Planning (https://whartonwealthplanning.com/ ) provides comprehensive and consultative wealth management services. Wharton Wealth Planning employs a disciplined investment philosophy backed by academic and scientifically validated principles and processes. Unlike many other brokers and advisors, Wharton Wealth Planning advisors' compensation is not based on what products are used to implement client investments. CERTIFIED FINANCIAL PLANNER™ practitioners have taken additional steps to demonstrate their professionalism by completing a rigorous certification process, meeting continuing education requirements for ongoing certification, and adopting the CFP® Board's Code of Ethics and Standards of Conduct.
Contact
Wharton Wealth Planning, LLC
David Rosenstrock, CFP®, MBA
Director of Financial Planning
***@whartonwealthplanning.com
Wharton Wealth Planning, LLC
David Rosenstrock, CFP®, MBA
Director of Financial Planning
***@whartonwealthplanning.com
Source: Wharton Wealth Planning, LLC
0 Comments
Latest on nvtip.com
- Thousands of Smiles, Millions of Logo Views: RoarFun Brings Emotions Into Premium Retail Spaces with Formula Simulator for Immersive Brand Activation
- Qvarz LLC Expands Global Reach with High-Precision Quartz Cuvettes and Optical Components
- $300 Million Web3 Initiative and ZIGChain Partnership Power $20 Target in Noble Capital Markets Report for SEGG Media (N A S D A Q: SEGG)
- Assent Recognizes Manufacturers for Leading Supply Chain Sustainability Programs
- Phinge's Netverse to Introduce Innovative Prediction Model, Offering Users Enhanced Benefits & Rewards for Volunteered Data Sharing
- Arc Longevity Sells Out Debut Women's Creatine Gummy
- Frost Locker: New Research Reveals Mild Cold—Not Extreme Cold—Delivers Real Health Benefits of Cold Therapy
- Phinge, Home of Netverse, Through its Extensive Software & Hardware Patent Portfolio, Shows Founder & CEO Robert DeMaio's Vision & Innovation
- OddsTrader Reveals Early Favorites and Best Bets to Win March Madness 2026
- Bookmakers Review Releases 2028 Democratic Nominee Betting Odds: Newsom Leads Early Field
- Heritage at South Brunswick's Townhome Models Coming Soon!
- PatientNow Acquires Recura, the AI Growth Engine Powering Practice Growth
- Boston Industrial Solutions Unveils New and Improved Natron® UV Screen Printing Ink
- Miss New Hampshire USA MonaLesa Brackett, 36, Reaches Top 16
- Genuine Smiles Unveils New User-Friendly Website
- Nusign Global Launch Event Concludes Successfully, Embarking on a New International Chapter
- Lift Solutions Holdings Announces Exclusive Distributorship for Advanced Camera and Sensor Products from Automate Matrix
- Ending AI Fraud: Phinge to Offer Proactive Defense Against AI-Generated Receipt Fraud Through its Netverse Hardware Verified, App-less Platform & AI
- Political Division and Safety Concerns Drive Record Number of Americans to Seek "Golden Visas," La Vida Survey Finds
- The Citizens Commission on Human Rights of Florida Celebrates Volunteers and Community Partners at the 9th Annual Humanitarian Awards Banquet