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Member Spotlight: Mark Willis, CFP®: Empowering Clients with Financial Education and Strategic Planning

NAIFA Advisor Today

Marks journey into the financial services industry was shaped by his personal experience during the 2008 Global Financial Crisis, when he faced overwhelming six-figure student loan debt. This experience not only ignited his own desire for financial education but also inspired him to help others avoid similar financial pitfalls.

CFP 52
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Strategic Planning in Volatile Markets

Brown Advisory

Strategic Planning in Volatile Markets ajackson Wed, 04/01/2020 - 09:31 Our conversations with clients usually cover topics that range beyond investment and financial affairs. We are working to help you take those steps forward. tax code that are not permanent.

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Strategic Planning in Volatile Markets

Brown Advisory

Strategic Planning in Volatile Markets. Of course, given the market volatility that has accompanied this outbreak, we are also reviewing where we stand in relation to the goals we are helping you pursue and the plans we have helped you implement. Wed, 04/01/2020 - 09:31. We are working to help you take those steps forward.

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10 Wednesday AM Reads

The Big Picture

Wall Street Journal ) • Why China Is Avoiding Using ‘Bazooka’ to Spur Economy : Beijing isn’t pulling out a “bazooka” stimulus package like it did during the global financial crisis in 2008-09, or even when the pandemic hit in 2020. Quarter-on-quarter growth did slow from a blockbuster 4.2% in the first three months of 2023 to 1.7%

Medicine 130
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Transcript: Tim Buckley, Vanguard’s CEO

The Big Picture

And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. He stepped down as the CEO in 2008. And so we always have to make sure we have the team, the plan and the capabilities to do just that. So we’ve rebuilt. RITHOLTZ: 88? BUCKLEY: 88. RITHOLTZ: Wow.

Clients 279
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Transcript: Joanne Bradford

The Big Picture

So then I, I knew the Yahoo folks, Jerry Yang and Sue Decker asked me to come in and help them in 2008. And she did a plan for me personally and answered the questions, can I retire? And so we offer that plan for $2,500. It’s hard to navigate as an employee. You don’t know what to ask for, what to look at.

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Investment Perspectives | Liquidity & Volatility

Brown Advisory

As shown, the figure peaked at 52—more than 80% of the trading days in a 90-day period—in late 2008, not long before the market bottomed the following March. The core portfolio can “stay the course” and follow its long-term strategic plan.