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11/7/24: What if Something Goes Wrong with Your Advisor Relationship?
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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
539 tập
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on December 27, 2024 15:10 ()
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
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
539 tập
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