www.cnbc.com Open in urlscan Pro
104.70.184.158  Public Scan

Submitted URL: http://faplaybook.cnbc.com/
Effective URL: https://www.cnbc.com/fa-playbook/
Submission: On March 25 via api from US — Scanned from US

Form analysis 0 forms found in the DOM

Text Content

Skip Navigation
BREAKING
Stocks making the biggest moves premarket: Bed, Bath & Beyond, Nio, Honest
Company and others

 * watchlive

Markets
 * Pre-Markets
 * U.S. Markets
 * Currencies
 * Cryptocurrency
 * Futures & Commodities
 * Bonds
 * Funds & ETFs

Business
 * Economy
 * Finance
 * Health & Science
 * Media
 * Real Estate
 * Energy
 * Climate
 * Transportation
 * Industrials
 * Retail
 * Wealth
 * Life
 * Small Business

Investing
 * Invest In You
 * Personal Finance
 * Fintech
 * Financial Advisors
 * Options Action
 * ETF Street
 * Buffett Archive
 * Earnings
 * Trader Talk

Tech
 * Cybersecurity
 * Enterprise
 * Internet
 * Media
 * Mobile
 * Social Media
 * CNBC Disruptor 50
 * Tech Guide

Politics
 * White House
 * Policy
 * Defense
 * Congress
 * Equity and Opportunity

CNBC TV
 * Live TV
 * Live Audio
 * Business Day Shows
 * The News with Shepard Smith
 * Entertainment Shows
 * Full Episodes
 * Latest Video
 * Top Video
 * CEO Interviews
 * CNBC Documentaries
 * CNBC Podcasts
 * CNBC World
 * Digital Originals
 * Live TV Schedule

Watchlist
Investing Club
 * Newsletter
 * Morning Meeting
 * Trade Alerts
 * Trust Portfolio

PRO
 * Pro News
 * Pro Live
 * Subscribe
 * Sign In



Menu

 * Make It

 * USA
 * INTL

 * watchlive

Search quotes, news & videos
Watchlist
SIGN IN
Markets
Business
Investing
Tech
Politics
CNBC TV
Watchlist
Investing Club
PRO


Menu



FA PLAYBOOK





 * FA Hub
 * Advisor Insight
 * FA Playbook
 * Fixed Income Strategies
 * Impact Investing
 * Smart Tax Planning

Op-ed: A succession plan benefits advisory firms and their clients
Tue, Nov 2nd 2021
Did you panic sell during the latest stock market dip? When to get back in
Mon, Sep 27th 2021
How the wealthy are preparing for higher taxes
Sat, Sep 25th 2021
Op-ed: Gen Z and millennials may not be able to count on Social Security
Thu, Sep 23rd 2021
Op-ed: How advisors can navigate investors through uncertainty
Wed, Sep 22nd 2021

Impulse spending is an issue for many consumers. How to rein in the habit
Thu, Sep 16th 2021
Here are some tips for beating inflation as prices start to rise
Thu, Sep 16th 2021
You don’t have to be Britney Spears to get a prenuptial agreement
Wed, Sep 15th 2021



FINANCIAL ADVISOR SUMMIT VIDEOS

Left Arrow IconA Left Arrow iconRight Arrow IconA Right Arrow icon
watch now

video17:29
Opportunity Plays: The New Era for College Athletes and Advisors
watch now

video17:48
The Inevitable Crypto Conversation
watch now

video18:05
Cyber Risk, Inside and Out
watch now

video18:17
What Millennials Want In A Financial Advisor
watch now

video16:30
Don’t Fight It: Rising Rates, Peaking Inflation
watch now

video21:20
To Build Back Better, Or Not To Build Back Better?
watch now

video03:56
FA Summit: Cramer Lightning Round
watch now

video18:42
U.S. Stocks In 2022
watch now

video19:10
Vision 2022: Opportunities and Trends
watch now

video19:47
Advisor Insight: The State of the FA Profession In 2022
watch now

video21:59
The Bitcoin Senator
watch now

video23:50
Leon Cooperman and the Long-Term View
watch now

video21:10
Building the Next Generation
watch now

video17:11
Making Succession Planning an Opportunity
watch now

video22:39
Inflation Hedging Investment Moves
watch now

video18:35
Changing the Locks: Cybersecurity Compliance
watch now

video15:40
Digital Referrals and the Power to Grow Your Business
watch now

video19:56
Is 2021 the year of the value investor?
watch now

video19:36
The 2021 CNBC Stock Draft - Picking a Winning Strategy
watch now

video24:07
SEC’s Jay Clayton leads keynote discussion at CNBC FA Summit with Bob Pisani


MORE IN FA PLAYBOOK

These strategies can help you get the tax-free income you want in retirement
Sarah O’BrienTue, Sep 14th 2021
Student loan borrowers ‘shouldn’t bank on forgiveness.’ Here’s how to get ready
for repayment
Annie NovaMon, Sep 13th 2021
Op-ed: Here’s financial impact of NCAA permitting college athletes to profit off
their marketability
Mon, Sep 13th 2021
Her father perished on 9/11. She became an advisor to help others plan for the
unthinkable
Lorie KonishSat, Sep 11th 2021
The lessons for investors from the trial of Theranos founder Elizabeth Holmes
Jessica DicklerFri, Sep 10th 2021
Stimulus payments triggered millions of IRS ‘math error’ notices
Kate Dore, CFP®Thu, Sep 9th 2021
Op-ed: The tax gap is a real problem but so, too, is the ‘reverse tax gap’
Thu, Sep 9th 2021
Worried about having enough income in retirement? These steps can help
Lorie KonishWed, Sep 8th 2021
Op-ed: Investors need to keep perspective as they deal with inflation
Tue, Sep 7th 2021
Op-ed: Weighing the options to continue or end expanded unemployment benefits
Fri, Sep 3rd 2021
Op-ed: Traditional 60/40 portfolio has actually reached its expiration date
Thu, Sep 2nd 2021
Op-ed: What the Rolling Stones can teach us all about investing
Wed, Sep 1st 2021
Op-ed: An ‘active wealth’ plan can maximize long-term financial success
Thu, Aug 26th 2021
Here’s the perfect amount to invest in bitcoin, according to experts
Annie NovaWed, Jun 30th 2021
Muni bonds gain traction for climate and social change
Kate Dore, CFP®Wed, Jun 30th 2021
How wealth management firms are doubling down on efforts to make their advisor
ranks more diverse
Lorie KonishFri, Jul 2nd 2021
‘Thematic investing’ has skyrocketed. Here’s how to capitalize on trends that
could shape the future
Sarah O’BrienTue, Jun 29th 2021
Leon Cooperman plans to stock pick his way to success, not expecting much more
from overall market
Yun LiTue, Jun 29th 2021
A correction could be coming. Here’s how to protect your retirement portfolio
from the dip
Lorie KonishMon, Jun 21st 2021
Financial advisors shrug off Fed’s inflation, interest rate forecasts
Greg IacurciThu, Jun 17th 2021
Op-ed: Here’s how to position your portfolio today for higher taxes
Wed, Jun 16th 2021
Those 529 college savings plans can be a smart way to transfer wealth
Kate Dore, CFP®Tue, Jun 15th 2021
Advisors pivot to cryptocurrencies as clients want in on the action
Lorie KonishFri, Jun 4th 2021
Op-ed: Cryptocurrency investors need to understand and manage their risk
tolerance
Tue, May 18th 2021
Load More


 * Subscribe to CNBC PRO
 * Licensing & Reprints
 * CNBC Councils
 * Supply Chain Values
 * CNBC on Peacock
 * Advertise With Us
 * Join the CNBC Panel
 * Digital Products
 * News Releases
 * Closed Captioning
 * Corrections
 * About CNBC
 * Internships
 * Site Map
 * Podcasts
 * Ad Choices
 * Careers
 * Help
 * Contact

 * 
 * 
 * 
 * 
 * 
 * 
 * 

NEWS TIPS

Got a confidential news tip? We want to hear from you.

Get In Touch

CNBC NEWSLETTERS

Sign up for free newsletters and get more CNBC delivered to your inbox

Sign Up Now

Get this delivered to your inbox, and more info about our products and
services. 

Privacy Policy|Do Not Sell My Personal Information|CA Notice|Terms of Service

© 2022 CNBC LLC. All Rights Reserved. A Division of NBCUniversal

Data is a real-time snapshot *Data is delayed at least 15 minutes. Global
Business and Financial News, Stock Quotes, and Market Data and Analysis.

Market Data Terms of Use and Disclaimers

Data also provided by








COOKIE NOTICE

This Cookie Notice (“Notice”) explains how NBCUniversal and its affiliates
(“NBCUniversal” or “we”), along with our partners, including advertisers and
vendors, use cookies and similar tracking technologies when you use our
websites, applications, such as games, interactive TV, voice-activated
assistants, and other services that link to this policy, as well as connected
devices, including those used in our theme parks (“Services”). This Notice
provides more information about these technologies, your choices, and is part of
the NBCUniversal Privacy Policy available here . You should read the Privacy
Policy and this Notice for a full picture of NBCUniversal’s use of your
information.



WHAT ARE COOKIES AND HOW ARE THEY USED?



Like many companies, we use cookies (small text files placed on your computer or
device) and other tracking technologies on the Services (referred to together
from this point forward as “Cookies”, unless otherwise stated), including HTTP
cookies, HTML5 and Flash local storage/flash cookies, web beacons/GIFs, embedded
scripts, ETags/cache browsers, and software development kits.



First-party Cookies



First-party Cookies are placed by us (including through the use of third-party
service providers) and are used to allow you to use the Services and their
features and to assist in analytics activities.



Third-party Cookies



Certain third parties may place their Cookies on your device and use them to
recognize your device when you visit the Services and when you visit other
websites or online services. These third parties collect and use this
information pursuant to their own privacy policies. Third-party Cookies enable
certain features or functionalities, and advertising, to be provided on the
Services.



Types of Cookies



The Services use the following types of first and third-party Cookies for these
purposes:



Strictly Necessary Cookies: These Cookies are required for Service
functionality, including for system administration, security and fraud
prevention, and to enable any purchasing capabilities. You can set your browser
to block these Cookies, but some parts of the site may not function properly.



Information Storage and Access: These Cookies allow us and our partners to store
and access information on the device, such as device identifiers.



Measurement and Analytics: These Cookies collect data regarding your usage of
and performance of the Services, apply market research to generate audiences,
and measure the delivery and effectiveness of content and advertising. We and
our third-party vendors use these Cookies to perform analytics, so we can
improve the content and user experience, develop new products and services, and
for statistical purposes. They are also used to recognize you and provide
further insights across platforms and devices for the above purposes.



Personalization Cookies: These Cookies enable us to provide certain features,
such as determining if you are a first-time visitor, capping message frequency,
remembering choices you have made (e.g., your language preferences, time zone),
and assist you with logging in after registration (including across platforms
and devices). These Cookies also allow your device to receive and send
information, so you can see and interact with ads and content.
Content Selection and Delivery Cookies: Data collected under this category can
also be used to select and deliver personalized content, such as news articles
and videos.
Ad Selection and Delivery Cookies: These Cookies are used to collect data about
your browsing habits, your use of the Services, your preferences, and your
interaction with advertisements across platforms and devices for the purpose of
delivering interest-based advertising content on the Services and on third-party
sites. Third-party sites and services also use interest-based Advertising
Cookies to deliver content, including advertisements relevant to your interests
on the Services and third-party services. If you reject these Cookies, you may
see contextual advertising that may be less relevant to you.



Social Media Cookies: These Cookies are set by social media platforms on the
Services to enable you to share content with your friends and networks. Social
media platforms have the ability to track your online activity outside of the
Services. This may impact the content and messages you see on other services you
visit.



We and third parties may associate Measurement And Analytics Cookies,
Personalization Cookies, Content Selection, Delivery Cookies, and Reporting, Ad
Selection, Delivery and Reporting Cookies, and Social Media Cookies with other
information we have about you.



COOKIE MANAGEMENT



Depending on where you live, you may be able to adjust your Cookie preferences
at any time via the “Cookie Settings” link in the footer of relevant websites.
You can also use the methods described below to manage Cookies. You must take
such steps on each browser or device that you use. If you replace, change or
upgrade your browser or device, or delete your cookies, you may need to use
these opt-out tools again. As some Cookie-management solutions also rely on
Cookies, please adjust your browser Cookie settings carefully, following the
relevant instructions below.



Browser Controls: You may be able to disable and manage some Cookies through
your browser settings. If you use multiple browsers on the same device, you will
need to manage your settings for each browser. Please click on any of the below
browser links for instructions:



Google Chrome
Apple Safari
Mozila Firefox
Microsoft Internet Explorer



If the browser you use is not listed above, please refer to your browser’s help
menu for information on how to manage Cookies. Please be aware that disabling
cookies will not disable other analytics tools we may use to collect information
about you or your use of our Services.



Analytics Provider Opt-Outs: To disable analytics Cookies you can use the
browser controls discussed above or, for some of our providers, you can use
their individual opt-out mechanisms:



Google’s Privacy Policy and Google Analytics Opt-Out
Omniture’s Privacy Policy and Omniture’s Opt-Out
Mixpanel’s Privacy Policy and Mixpanel’s Opt-Out



The above are examples of our analytics providers and this is not an exhaustive
list. We are not responsible for the effectiveness of any other providers’
opt-out mechanisms.



Flash Local Storage: These cookies are also known as local shared objects and
may be used to store your preferences or display content by us, advertisers and
other third-parties. Flash cookies need to be deleted in the storage section of
your Flash Player Settings Manager.



Interest-Based Advertising: Most third-party advertisers offer a way to opt out
of their interest-based advertising. For more information or to opt out of
receiving interest-based advertising from participating third-party advertisers,
depending on your country of residence, please visit:



Digital Advertising Alliance in the US
Digital Advertising Alliance of Canada
European Interactive Digital Advertising Alliance
Australian Digital Advertising Alliance



You can also opt out of some of the advertising providers we use by visiting
their opt-out pages:



Google’s Privacy Policy and Google Analytics Opt-Out Page
Facebook Privacy Policy and Facebook’s Opt-Out Page
Twitter Privacy Policy and Twitter’s Opt-Out Page
Liveramp’s Privacy Policy and Liveramp Opt-Out Page



These are examples of our advertising providers and this is not an exhaustive
list. In addition, we are not responsible for the effectiveness of any of these
providers’ opt-out mechanisms.



After you opt out, you will still see advertisements, but they may not be as
relevant to you.



Mobile Settings: You may manage the collection of information for interest-based
advertising purposes in mobile apps via the device’s settings, including
managing the collection of location data. To opt out of mobile ad tracking from
Nielsen or other third parties, you can do so by selecting the “Limit Ad
Tracking” (for iOS devices) or “Opt out of Ads Personalization” (for Android
devices) options in your device settings.



Connected Devices: For connected devices, such as smart TVs or streaming
devices, you should review the device’s settings and select the option that
allows you to disable automatic content recognition or ad tracking. Typically,
to opt out, such devices require you to select options like “limit ad tracking”
or to disable options such as “interest-based advertising,” “interactive TV,” or
“smart interactivity”. These settings vary by device type.



Cross-Device Tracking: If you would like to opt out of our browser-based
cross-device tracking for advertising purposes, you may do so by using the
various methods described above. You must opt out separately on each device and
each browser that you use. For more information about cross-device matching,
please visit the Network Advertising Initiative or the Digital Advertising
Alliance. If you opt out of cross-device tracking for advertising purposes, we
may still conduct cross-device tracking for other purposes, such as analytics.



Consequences of Deactivation of Cookies: If you disable or remove Cookies, some
parts of the Services may not function properly. Information may still be
collected and used for other purposes, such as research, online services
analytics or internal operations, and to remember your opt-out preferences.





CONTACT US



For inquiries about this Cookies Notice, please contact us at Privacy@nbcuni.com
or Chief Privacy Officer, NBCUniversal Legal Department, 30 Rockefeller Plaza,
New York, NY 10112, US.



For inquiries from users who reside in the European Economic Area, the United
Kingdom or Switzerland, please contact us at Privacy@nbcuni.com or Privacy,
Legal Department, Central Saint Giles, St Giles High Street, London, WC2H 8NU,
UK



CHANGES TO THIS NOTICE



This Notice may be revised occasionally and in accordance with legal
requirements. Please revisit this Cookie Notice regularly to stay informed about
our and our analytic and advertising partners’ use of Cookies.

STRICTLY NECESSARY COOKIES

Always Active

These Cookies are required for Service functionality, including security and
fraud prevention, and to enable any purchasing capabilities. You can set your
browser to block these Cookies, but some parts of the site may not function
properly.


BACK BUTTON PERFORMANCE COOKIES



Vendor Search Search Icon
Filter Icon

Clear
checkbox label label
Apply Cancel
Consent Leg.Interest
checkbox label label
checkbox label label
checkbox label label

Close