Jerry and Adam are back with Day 3 of Question Palooza!

Today, they tackle investments and discuss what makes a suitable portfolio asset mix for a client looking for inflation protection. 

In today's episode, Jerry and Adam discuss homeowners' insurance, covering what is and is not covered. 

This is part 2 of a 6-part series going through the top topics of the CFP exam.  

Jerry and Adam kick off a new edition of Question Palooza! This is part 1 of a 6-part series going through the top topics of the CFP exam.  

In this episode, Jerry and Adam give their best tips and tricks for tackling the case study section of the CFP Exam! 

In this episode of BIF Bites, Jerry and Adam dive into the fascinating world of business cycles and economic indicators.

They explore the four phases of the business cycle and discuss how these cycles impact the economy. The crew also breaks down the different types of economic indicators, focusing on leading and lagging indicators. Discover how metrics like new building permits and stock prices serve as early signals of economic shifts, while indicators such as unemployment duration and the consumer price index confirm trends after the fact.

Tune in to gain a deeper understanding of how these indicators help economists and investors navigate the ever-changing economic landscape.

In this week's episode, Jerry dives deep into the latest craze in ultra-short-term financing with Klarna, Affirm, and other Buy Now, Pay Later programs.

In this BIF Bites episode, Adam is joined by Jenny Coombs, Director of Content & Development at US SIF, to discuss the basics of ESG investing, its history, and its importance in sustainable investing strategies. They explore the long-term benefits of ESG investments, the power of collective action, and the role of endowments in sustainable investing. The conversation also covered upcoming events related to sustainable investing, including the US SIF Forum and an Advisor Day event.

So the next time someone asks, "ya down with ESG?" You'll answer with a resounding ..."yeah, you know me!"

US SIF website: www.ussif.org

US SIF Forum 2025: https://www.ussif.org/events-and-networking/conference

In this episode, Adam channels 'The Dude' from The Big Lebowski to explain the complex subject of depreciation in business accounting. He explains its purpose and discusses two main methods: straight-line depreciation and the Modified Accelerated Cost Recovery System (MACRS).

Adam also introduces the Half-Year Convention, providing examples of common useful lives for various assets. To wrap it up, he shares a personal experience with rental property depreciation, highlighting why understanding these concepts is crucial for financial planners and their clients.

The BIF Crew Abides.

In this episode, Jerry dives into the history of Wash sales, how to avoid them, and what to do if you have one.

Another CFP(R) exam cycle hascome to a close. Congratulations to those receiving the Preliminary Pass fromthe BIF Crew! For the passing group, it's a time for celebration, relief, andplanning of next steps, both professionally and personally. However,approximately 33-40% of exam takers' exam outcomes aren’t the sought-afterPreliminary Pass but a Preliminary Fail.

In the BIF Review, we offerspecialized support for candidates preparing to retake the CFPCertification exam through exclusive webinar sessions. These sessions featurepanel discussions with retakers who succeeded after their initial attempt(s)and webinars on exam strategies, mental preparedness, anxiety management, andstress reduction.

Join Adam as he gives you aninside look at the BIF Review, showcasing excerpts from these Special RetakerSessions!