Indigo Marketing Agency

DECEMBER 8, 2022

And you know that they’re probably no longer as reassured by the message “It’s about time in the market, not timing the market” and being pointed back to 2008. Market downturns present an opportunity for financial advisors to demonstrate how the value they provide is truly essential. So what do they need from you? .

Marketing

Indigo Marketing Agency

DECEMBER 19, 2022

Back in 2008, CFP® professional Jeff Rose set out with one intention: create the best financial planner blog in the world. Recently Matt welcomed Indigo’s founder, Claire Akin, on his podcast (listen to the episode, “The Importance of Your Marketing Strategy,” here ). Guess what?

Financial Advisor

The Irrelevant Investor

MARCH 11, 2021

The people at this agency held themselves out as financial planners. Wirehouses had a 40% market share in 2008. Before offering up some advice, I want to briefly share my story of how I got into the industry. I started my career at an insurance company. That's not how it works anymore.

Financial Advisor

Ballast Advisors

JUNE 12, 2023

Since 2008, The U.S. Also, while new builds just haven’t caught up since 2008, with rising costs, most new construction is in the $500,600K range, where most first-time home buyers can’t afford.” Remember, consulting with a trusted financial planner can provide personalized guidance tailored to your unique circumstances.

Financial Planning

Midstream Marketing

SEPTEMBER 15, 2019

With that in mind, Nerd’s Eye View was born – and it’s an invaluable wealth of information (no pun intended) on all things financial planning. The Reformed Broker first began life in 2008 and since those modest days, it has become one of the most widely read financial advisor blogs operating anywhere on the Internet today.

Financial Advisor

Tucker Advisors

NOVEMBER 3, 2021

That tops the inflation fears that surged in 2008, just before the financial crisis, and a previous peak in early 2005, when the housing market was out of control.” . As Brett Arends wrote in MarketWatch on October 26 th , “Last week the U.S. bond market’s prediction of U.S.

Retirement

Sara Grillo

AUGUST 14, 2023

From this vantagepoint, she gained unique insight into how financial advice and products are delivered to investors. In 2008, Kelly began working directly with clients as a financial planner. She has helped hundreds of clients achieve their financial and life goals. What is “Good Advice”?

Financial Advisor

Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

Marketing

Indigo Marketing Agency

JANUARY 17, 2022

Jeff Rose Back in 2008, CFP® professional Jeff Rose set out with one intention: create the best financial planner blog in the world. He’s been in the finance industry since 1985 and has a wealth of knowledge and insights to share. You can follow him on Twitter. Guess what?

Financial Advisor

The Big Picture

MAY 7, 2024

So then I, I knew the Yahoo folks, Jerry Yang and Sue Decker asked me to come in and help them in 2008. So I worked with a certified financial planner called Katie Song when I was at SoFi. It’s hard to navigate as an employee. You don’t know what to ask for, what to look at. Again, a giant crash, like right.

Startup

Good Financial Cents

APRIL 14, 2023

In my case, it was my experience as a financial planner. It didn’t happen overnight for me, but then few blogging resources were available when I started out in 2008. One of the things I’ve always liked about blogging is flexibility. Like a lot of bloggers, I started out because I had my own story to tell.

Accounting

The Big Picture

OCTOBER 19, 2022

Bill McNabb, again, who I know you know, was CEO and asked me if I’d come back and join senior staff, and lead the FAS business, which was a lot bigger than when I left in 2008 and I was thrilled to be able to do that. And in 2008, Bill McNabb took over. We all know what happened in 2008. RITHOLTZ: That’s fantastic.

Clients

Discipline Funds

NOVEMBER 17, 2023

In other words, if you’re 65 in 2007 and 100% invested in stocks and then 2008 happens then you end up going back to work until you’re at least 70. And the only way that disaster happens is if your financial planner is making irrational projections about asset returns and your asset allocation. That’s a lifestyle DISASTER.

Financial Planner

Good Financial Cents

JULY 3, 2023

O ne of my most favorite questions that I often get as a financial planner is “What’s your best rates on Roth IRA’s ?” If you had invested into the stock market in 2008, your Roth IRA probably paid closer in the -30% range. ” Both of those questions are extremely hard, if not impossible, to answer.

Retirement

Steve Sanduski

APRIL 8, 2023

Back in 2008, ING ran a “Your Number” marketing campaign with print, web, and TV ads showing different people busy with their daily routines carrying a large orange six- or seven-figure number in dollars. What’s your retirement number? – – The number supposedly represented how much they needed to save for retirement.

Retirement Planning

Sara Grillo

SEPTEMBER 26, 2022

Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. Wright: Well, and to respond to that, if I may. The confusion is with the CFP.

CFP