OA Financial Advisor Laura Sendldorfer passes CERTIFIED FINANCIAL PLANNER™ certification Exam!
|
|
Way to go Laura, we are so proud of you!
The Certified Financial Planner (CFP®) has been the standard of excellence for financial planners for more than 50 years. CFP® professionals have to meet extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first. That's why partnering with a CFP® professional gives consumers confidence today and a more secure tomorrow.
Laura's hard work and dedication to serving clients and making a positive difference in their lives is incredible, and it was never more evident than the dedication you showed to pass this exam. Countless hours, long nights, weekends studying, and little to no free time! You have come so far and continue to impress us every day. Offit Advisors and all of our clients are thankful to have you on our team!
For some enjoyable commercials by the CFP® Board please enjoy these links below:
Video 1
Video 2 |
|
|
Check out our CEO, Ben Offit, CFP® March 2024 Market Message
|
|
|
|
Ben provides an outlook for March 2024, with an emphasis on diversification over concentration.
|
|
Offit Advisors Recognized by Kestra Financial as an Industry Leader
|
|
|
Offit Advisors has been recognized as a Kestra Gold & Silver Leader, representing one of the top Financial Planning Firms across the nation! This is a true testament to our high level professionalism, service, and care for our clients. We are humbled to receive this award and are grateful to our clients to serve you as your trusted financial advisor.
|
|
|
Ben Offit Awarded Five Star Wealth Manager by Baltimore Magazine for 8th Year in a Row!
|
|
|
Congratulations to Offit Advisors Founder & CEO Ben Offit on being recognized with Baltimore Magazine's prestigious Five-Star Wealth Manager award for another year. The award recognizes Wealth Managers who have provided the highest level of service and earned the highest overall customer satisfaction.
|
|
|
|
Dear Ben,
Thanks so much for your attention and input today. We felt very comfortable and at peace with the results of our meeting.
God bless,
Roger and Linda
The testimonial presented is made by an individual who is a client of Offit Advisors and may not be representative of the experience of others. The testimonial is not paid nor have the participants received any non-cash compensation and is not indicative of future performance or success. The testimonial has been evaluated for conflicts of interest and has not been found to present any conflicts.
|
|
|
People pay about $273 a month for subscriptions, which is almost $200 more than they think they do.
The Wall Street Journal, March 2, 2024
For every vehicle it sold in the 4th quarter of 2023, the EV automobile manufacturer Rivian lost $43,373.
The Wall Street Journal, February 21, 2024
Since 2000, the cost of televisions has fallen an astounding 98%.
Chartr, March 3, 2024
The S&P 500 has started the year positive in January and February 28 times since 1950. The benchmark average was then positive over the next 12 months in 26 of those instances. On average, when the first two months have been positive, the S&P 500 has delivered a return of 19.9% for the year.
Yahoo!finance, March 4, 2024
At age 46, Tom Brady beat his 40-yard dash time from the combined NFL scouting reports from 24 years ago. At 22, Brady ran 40 yards in 5.28 seconds. This year, Brady had two stopwatches on him as he ran; one had him at 5.18 seconds, and the other was at 5.12 seconds.
Yahoo!sports, March 1, 2024
The investor who says, ‘This time is different,’ when in fact it’s virtually a repeat of an earlier situation, has uttered among the four most costly words in the annals of investing.”
Sir John Templeton
|
|
S&P 500 Index is an unmanaged group of securities considered to be representative of the stock market in general. You cannot directly invest in the index.
Dow Jones Industrial Average - The Dow Jones Industrial Average is a popular indicator of the stock market based on the average closing prices of 30 active U.S. stocks representative of the overall economy.
NASDAQ Composite Index measures all NASDAQ domestic and international based common type stocks listed on The NASDAQ Stock Market. Today the NASDAQ Composite includes approximately 5,000 stocks, more than most other stock market indices. Because it is so broad-based, the Composite is one of the most widely followed and quoted major market indices.
Russell 2000® Index measures the performance of the 2,000 smallest companies in the Russell 3000 Index, which represents approximately 8% of the total market capitalization of the Russell 3000 Index which includes the 3,000 largest companies in the U.S., based on market capitalization. As of the latest reconstitution, the average market capitalization was approximately $762.8 million; the median market capitalization was approximately $613.5 million. The largest company in the index had an approximate market capitalization of $2.0 billion and a smallest of 218.4 million.
Russell 1000® Growth Index measures the performance of those Russell 1000 companies with higher price-to-book ratios and higher forecasted growth values.
Russell 1000® Value Index measures the performance of those Russell 1000 companies with lower price-to-book ratios and lower forecasted growth values.
Government bonds are guaranteed by the U. S. Government and, if held to maturity, offer a fixed rate of return and fixed principal value.
|
|
|
|
Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Offit Advisors is not affiliated with Kestra IS or Kestra AS. Offit Advisory Services, LLC is a tax firm but neither Kestra IS nor Kestra AS provide legal or tax advice and are not Certified Public Accounting firms.For more information on the Five Star Wealth Manager and the research/selection methodology go to: www.fivestarprofessional.com. Investor Disclosures: https://bit.ly/KF-Disclosures
|
|
|
|
|
|
