2007 Financial Services Retirement 
NAIFA Advisor Today
JANUARY 28, 2025
His primary focus is to help people align their financial decisions with their values and truths to live enriching lives. As a Retirement Income Certified Professional and a Life and Annuities Certified Professional, John advises clients on retirement planning, investment planning, and risk management.
NAIFA Advisor Today
JULY 10, 2025
It focuses on the client's interests in wealth accumulation, wealth preservation, retirement strategies, insurance, asset protection, and investments. He previously worked as a Representative for Northwestern Mutual Financial Network, the APEX Consulting Group LLC, and was the Senior Vice President of Sales at MassMutual Chicago.
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Carson Wealth
JUNE 30, 2025
It was 101% at the end of 2019, and 137% just before the financial crisis in 2007. That’s up from 183% at the end of 2019, and close to the 219% we had back in 2007, except now it’s happened without households taking on as much leverage. That’s up from 210% at the end of 2019, and 160% in 2007.
NAIFA Advisor Today
MARCH 31, 2023
Kathleen Owings is the Principal and Financial Advisor of Westbilt Financial Group , an independent financial advisory firm providing comprehensive planning for clients wanting to achieve personal goals. In 2007, Kathleen began her career in the financial services industry with New England Financial.
Carson Wealth
MARCH 11, 2024
The S&P 500 fell an eventual 57% from its October 2007 peak before bottoming on March 9, 2009, and finally ending the global financial crisis (GFC) bear market. Retirement funds had been demolished and there was very little hope. For anyone who remembers that time, it was truly a frightening period in history.
Nationwide Financial
JUNE 5, 2023
For those with clients who own businesses, consider having a conversation about their current financial needs and concerns. Many are actively seeking the guidance of a financial professional. And of those expecting a recession, the majority believe it will be as bad or worse than the Great Recession of 2007-2009.
The Big Picture
SEPTEMBER 12, 2022
At Citi, in 2007, fantastic timing, you take over as Head of Structured Solutions. And so, 2007, I came over to Citi. And when you think about market timing was 2007 the best time to — to make a move, but it ended up being a perfect time actually long-term for — for my career. BITTERLY MICHELL: Always risk.
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