Ryan Salah, CFP®, CPWA®
Baltimore, Maryland, United States
580 followers
500+ connections
Baltimore, Maryland, United States
580 followers
500+ connections
Activity
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Advisors used to charge 1% for 'just' portfolio mgmt. Now it's investments, & financial planning, & taxes, and, and... Fee compression still isn't…
Advisors used to charge 1% for 'just' portfolio mgmt. Now it's investments, & financial planning, & taxes, and, and... Fee compression still isn't…
Liked by Ryan Salah, CFP®, CPWA®
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Per Grant Hawkridge, even given the increased election noise, S&P 500 on track for one of best election years ever.
Per Grant Hawkridge, even given the increased election noise, S&P 500 on track for one of best election years ever.
Shared by Ryan Salah, CFP®, CPWA®
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Excited to get back to Coronado Island, one of my favorite places in the world, to hang out with my friends Howard Lindzon and Matt Ober for…
Excited to get back to Coronado Island, one of my favorite places in the world, to hang out with my friends Howard Lindzon and Matt Ober for…
Liked by Ryan Salah, CFP®, CPWA®
Experience
Education
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Further developed expertise in the areas of financial planning roles and responsibilities, investment principles, retirement planning, insurance planning, income taxation, estate planning strategies.
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Activities and Societies: Men's Lacrosse 2011-2014
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Licenses & Certifications
Courses
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Analysis of Managerial Environment
312
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Business Capstone
430
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Business Ethics
416
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Creativity in Information Systems
606
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Information Systems
134,135
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Information Technology and Organization
601
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International Marketing
325
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Management
204
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Marketing
206
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Operations Management
313
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Principles of Accounting
300
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Principles of Finance
300
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Public Speaking
101
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Statistics and Probability
210
Organizations
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American Veterinary Medical Association GHLIT
Authorized Representative
- Present
More activity by Ryan
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Very proud of Samantha Fisher and Erica D. Price, CPA, CVA, CFE for going outside their comfort zone and starting this series. They did an excellent…
Very proud of Samantha Fisher and Erica D. Price, CPA, CVA, CFE for going outside their comfort zone and starting this series. They did an excellent…
Liked by Ryan Salah, CFP®, CPWA®
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📉 During market drops like what we saw last week, clients are much more likely to reach out to their financial advisor to get reassurance, ask…
📉 During market drops like what we saw last week, clients are much more likely to reach out to their financial advisor to get reassurance, ask…
Liked by Ryan Salah, CFP®, CPWA®
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"Why is Disney stock down this week?" FinChat Copilot can now parse through real-time news to deliver valuable answers on more time-sensitive…
"Why is Disney stock down this week?" FinChat Copilot can now parse through real-time news to deliver valuable answers on more time-sensitive…
Liked by Ryan Salah, CFP®, CPWA®
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It was a pleasure being on Bloomberg Surveillance to share my views on the economy and monetary policy. Here, I argue that monetary policy is too…
It was a pleasure being on Bloomberg Surveillance to share my views on the economy and monetary policy. Here, I argue that monetary policy is too…
Liked by Ryan Salah, CFP®, CPWA®
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“…and then in the summer of ‘24 I liquidated my retirement portfolio because of something with the Japanese yen being carried…I think…”
“…and then in the summer of ‘24 I liquidated my retirement portfolio because of something with the Japanese yen being carried…I think…”
Liked by Ryan Salah, CFP®, CPWA®
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Between the JOLTs data, the Labor Differential from the Conference Board and yesterday’s Multivariate Core Trend (MCT) Inflation series from the New…
Between the JOLTs data, the Labor Differential from the Conference Board and yesterday’s Multivariate Core Trend (MCT) Inflation series from the New…
Liked by Ryan Salah, CFP®, CPWA®
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What’s the opposite of “shrinkflation?”
What’s the opposite of “shrinkflation?”
Liked by Ryan Salah, CFP®, CPWA®
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It was great getting to celebrate with our excellent team in our new office. I know there are a lot more adventures to come.
It was great getting to celebrate with our excellent team in our new office. I know there are a lot more adventures to come.
Liked by Ryan Salah, CFP®, CPWA®
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If you haven’t asked your advisor recently what your cash sweep account is earning, here’s your reminder.
If you haven’t asked your advisor recently what your cash sweep account is earning, here’s your reminder.
Shared by Ryan Salah, CFP®, CPWA®
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So long Baltimore! After a wonderful six years, I'm leaving Charm City to pursue an MBA from The University of Chicago Booth School of Business!…
So long Baltimore! After a wonderful six years, I'm leaving Charm City to pursue an MBA from The University of Chicago Booth School of Business!…
Liked by Ryan Salah, CFP®, CPWA®
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Rotation incoming? Russell 2000 up 11% vs S&P 500 gain of 1.3% over the last week.
Rotation incoming? Russell 2000 up 11% vs S&P 500 gain of 1.3% over the last week.
Shared by Ryan Salah, CFP®, CPWA®
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Very excited to finally get to share our new space. We hope to host many events here in the near future.
Very excited to finally get to share our new space. We hope to host many events here in the near future.
Liked by Ryan Salah, CFP®, CPWA®
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