NAIFA Advisor Today

JANUARY 28, 2025

As a Retirement Income Certified Professional and a Life and Annuities Certified Professional, John advises clients on retirement planning, investment planning, and risk management. Zack is also skilled in presenting, emceeing, event planning, program management, and social media.

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The Irrelevant Investor

FEBRUARY 19, 2016

Since 2000, there have been 364 days when the S&P 500 has closed up or down by two percent. Because stocks fluctuate so much, it's critical that you have a investment plan in place, or at least a general investing philosophy. On average, this means one two percent move every 11 days.

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International College of Financial Planning

NOVEMBER 10, 2021

This has led to the constant lookout for Investment Advisors who are trained to offer clients the right advice and direction concerning investments based upon investment goals, the length of the investment, and the risk appetite. There are less than 2000 people in India who have qualified CFP.

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The Irrelevant Investor

FEBRUARY 8, 2016

Furthermore, the last few times stocks were 10% lower one year after making a 52-week closing low were 1973, 1974, 2000, 2001, 2008. Because of the permanent uncertainty in markets, it's so important to have an investment plan in place.

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Brown Advisory

JULY 19, 2017

We are long-term investors, focused on plans that help our clients pursue their long-term goals. It is rarely wise to make impulsive or reactionary investment decisions; we believe that every action in a portfolio should fit into a disciplined program with clear long-term objectives in mind. Reserve planning.

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Brown Advisory

JULY 19, 2017

We are long-term investors, focused on plans that help our clients pursue their long-term goals. It is rarely wise to make impulsive or reactionary investment decisions; we believe that every action in a portfolio should fit into a disciplined program with clear long-term objectives in mind. Reserve planning.

Investing 52

Investing Investments Portfolio Clients 52

Dear Mr. Market

JANUARY 25, 2022

How about three like in the early 2000’s when it happened for the only time in history? If you do… you’ll be fine. Can you imagine if we finally had a down year? Could you handle finishing a year down, say -10%? What if we had two years down? Most people say yes but do not actually DO it.

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