179 Welcome to Chi Phi Pi



Don't let the title fool you. We're not actually starting our own sorority. But we do think that it's a shame that the CFP board recently compared itself to one in a recent court case where they were being sued.

We thought it was an organization dedicated to upholding a professional standard in the financial planning community?

We're talking about that recent court ruling and a few other things today on the Financial Procast.

Here's a rundown:

1031 Exchanges Could Become a Thing of the Past

Specialized Mutual Funds Try to Beat Income Annuities

The CFP Board Reduced to a Sorority

Well known fee-only adviser says annuities aren't all bad

As always, if you’d like to reach out to us with a question, comment or anything in between you can contact us here.


Leave a Reply


  • Archives

  • Categories