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Transcript: Jonathan Clements

The Big Picture

I mean, these sort of traditional brokers were much slower to adopt ETFs than, you know, fee only financial advisors. And then when I left the journal for the first time in 2008, they said, well, who should we hire to replace you? I did it in 2008 in oh nine. I’m curious as to what you witnessed.

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Stock Market Highs and Your Retirement

The Chicago Financial Planner

At some point we are bound to see a stock market correction of some magnitude, hopefully not on the order of the 2008-09 financial crisis. Do it yourself if you’re comfortable or hire a fee-only financial advisor to help you. As someone saving for retirement , what should you do now? Review and rebalance .

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The Impact of the Recent Bank Failures

Your Richest Life

The top spot belongs to the 2008 Lehman Brothers collapse.) About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. The markets responded erratically to these collapses, and are still very up and down.

Banking 105
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Year-End Financial Checklist

Walkner Condon Financial Advisors

We are on pace to post the first double-digit loss in the major US markets since 2008. He is a fee-only, fiduciary financial advisor who works with clients locally in Madison and around the country. 2022 has been a difficult and trying year for stock and bond indexes in both emerging and developed markets. ABOUT THE AUTHOR.

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Recency Bias and the Fed’s Interest Rate Hikes

Walkner Condon Financial Advisors

We have had below-average interest rates since 2008. Alicia Vande Ven is a Candidate for CFP® Certification at Walkner Condon Financial Advisors, a fee-only, fiduciary financial advisor firm based in Madison, WI, that works with clients locally and around the country. Alicia Vande Ven, M.S. Financial Advisor.

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Three Tax-Efficient Charitable Giving Strategies

Zoe Financial

Or if the security is missing cost basis, which means the shares were likely purchased prior to 2008. Important Bluebird Wealth Management Disclosure: This blog is original content by Bluebird Wealth Management an independent, fee-only, Registered Investment Adviser.

Taxes 40
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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

In 2008, Kelly began working directly with clients as a financial planner. If you are a fiduciary financial advisor, be prepared to defend the fiduciary standard and explain why you uphold it, what it means, and how your practice is operationally different as a result. She obtained her CFP designation in 2003.