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?

Economics 69

Economics Marketing Marketing Economy 69

Sara Grillo

AUGUST 14, 2023

Flat fee advisors Advice only planners Hourly financial advisors I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. Scott has been serving families for 29 years in the financial services space.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

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.

CFP 80

CFP Financial Planner Ethics Financial Planning 80