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Investments

Investments

  • May 11, 2021

What is ESG Themed Investing

Over the past several years headlines have been rife with stories and examples on how the next generation is changing the rules for everything. Why would the investment world be any different? As the Baby Boomer (1946 – 1964) generation ages, we will begin to witness what is being called the Great Wealth Transfer. The […]

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  • September 3, 2020

What You Need To Know About Annuities

Are Your Annuities Holding You Back? What you need to know about keeping, surrendering, or exchanging your annuity. Annuities can be a controversial subject. In the financial world, it seems you fall into one of two camps; you either love annuities or you despise them! An annuity is a financial tool just like any other. […]

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  • November 7, 2018

Should You Be Worried About the Recent Stock Market Correction?

  Year to Date Performance of FAANG vs. the S&P 500 The saying is “the stock market goes up like a staircase and goes down like an elevator”. When the average investor experiences this first hand these “elevator rides” can generate high stress leading to poor judgement and execution. We welcome occasional corrections in the […]

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Aventine Financial Group LLC (“The Company”) is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of The Company, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.

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The Financial Planning Association or FPA is a 501(c)(6) non-profit voluntary membership organization. The FPA is the principal professional membership home for CFP® practioners, those on the path to becoming a CERTIFIED FINANCIAL PLANNER™ professional, academic leaders, financial planners, students and those who support the financial planning process. The use of term “Financial Planning Association” or “FPA” on this website does not imply any level of skill or training, and should not be construed as an endorsement of The Company or any of its investment adviser representatives.

The CERTIFIED FINANCIAL PLANNER™, and federally registered CFP® (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP® Board”). The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients.

The CPA designation distinguishes licensed accounting professionals committed to protecting the public interest. These professionals offer financial statement audits and other attestation services to help inform investors about the financial health of organizations. They provide individuals and families with valuable knowledge and advice on taxes and financial planning. To earn the CPA license, accounting professionals must have extensive education—at least 150 hours—pass a rigorous four-part exam and meet experience requirements. They must also commit to lifelong learning and adhere to a strict Code of Professional Conduct that requires competence, objectivity, integrity and independence.

Members of NAPFA who have met all necessary requirements of membership have earned the right to call themselves NAPFA-Registered Financial Advisors. NAPFA-Registered Financial Advisors are financial advisors who are highly competent and have met more than a de minimis certification standard, offer holistic service, and operate on an objective Fee-Only basis. That means they do not sell financial products on commission. NAPFA members must meet standards to be considered for admission, and must continue to abide by such standards in order to maintain eligibility and good standing in NAPFA.