2007 Investment Planning Planning 
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.
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. Yet, longer-term investors have once again been rewarded for sticking to their investment plans.
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Truemind Capital
MAY 19, 2020
In this blog, I am going to give you insights on the important aspects of investment management employed by the best investors and how we can use them to maximize our portfolio returns besides minimizing the risk. The investors who do poorly are those who are always very sure of the future events. and practicing mindfulness.
Brown Advisory
MARCH 30, 2020
In other cases—especially during periods of market stress—we may need to focus more on market-based liquidity —in other words, whether investors can, if they need to sell for any reason, quickly find buyers for an asset and expect a fair price (and whether adverse market circumstances might cause an investment’s theoretical liquidity to dry up).
Brown Advisory
MARCH 30, 2020
In other cases—especially during periods of market stress—we may need to focus more on market-based liquidity —in other words, whether investors can, if they need to sell for any reason, quickly find buyers for an asset and expect a fair price (and whether adverse market circumstances might cause an investment’s theoretical liquidity to dry up).
Brown Advisory
OCTOBER 18, 2019
We believe that public equities and fixed income should always be the bedrock of most long-term investment plans, but there are other ways to earn alpha that are largely independent from the market’s movements. CBOE S&P 500 Implied Correlation Index, 1/1/2007-8/30/2019 Source: Chicago Board Options Exchange (CBOE).
Brown Advisory
OCTOBER 18, 2019
We believe that public equities and fixed income should always be the bedrock of most long-term investment plans, but there are other ways to earn alpha that are largely independent from the market’s movements. CBOE S&P 500 Implied Correlation Index, 1/1/2007-8/30/2019. One cannot invest directly in an index.
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