Learning Center

At KB&P Financial Partners, it’s our philosophy to empower clients to have an active role in their financial fitness journey. Whether it’s sharing our thoughts and insights or compiling trusted, outside resources, we give our clients the tools they need to be engaged in the financial world, whether they’re a ‘numbers person’ or not.

Linked below are some of our financial planners’ favorite resources that help them stay financially savvy, along with other tools and resources our clients often find intuitive and useful.

Scott’s Finance Favorites
1. Kiplinger
2. Big Charts
3. FinViz

Andy’s Finance Favorites
1. Dave Ramsey
2. Ed Slott
3. JP Morgan Guide to the Markets

Eric’s Finance Favorites
1. Dave Ramsey
2. The Economist
3. Rich Dad Poor Dad

KB&P Financial Partners

Securities offered through Cadaret, Grant & Co., Inc., member FINRA/SIPC. KB&P Financial Partners and Cadaret, Grant & Co., Inc. are separate entities. Registered to conduct securities business in: AL, AZ, CA, CO, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MI, MN, MO, MT, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI, WV

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