2003 Compliance Investment Planning 
Carson Wealth
JUNE 9, 2025
Other years that saw big returns after down days were 2003, 2008, 2009, 2020, and of course now. Congrats again to the Dow on an amazing run and to all the investors over the years who have benefited by sticking to their investment plans. Since 1980, only 2020 would be better than 2025 so far. Any bets on when it breaks 100k?
The Big Picture
AUGUST 20, 2024
And finally, I think it was 2003 or four, I ran into Mitch on the street on, actually on 57th, just around the corner from where we are right now. So any compliance people listening, I’m just spitballing here. She was based out in Los Angeles. That’s Barry saying it. That’s not Mike.
Sara Grillo
SEPTEMBER 12, 2022
They wanted to become credible to compete with the brokerage people when selling Master Limited Partnerships and insurance with financial planning credibility, so they got the designation. In 2003, there was a well-known financial planner and radio personality named Bradford Bleidt , JR continues, who ran at $30MM Ponzi Scheme.
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