The Big Picture

AUGUST 20, 2024

So any compliance people listening, I’m just spitballing here. So the growth of balanced funds was a real, really key characteristic of that 2006 to 2012 market. And then in 2012, they changed the QDIA to what’s called a target date fund. What you really had was the UberX introduced in competition with Lyft in 2012.

Assets 173

Assets Management Portfolio Taxes 173

Sara Grillo

SEPTEMBER 26, 2022

Robert is also an Instructor of CFP® Coursework for the College of Financial Planning Online and on Campus at Kennesaw State University. Robert is the father of three amazing children: Macie, Liam, and Charlotte; and husband to Priscila Moraes-Wright since 2012. For advise on such matters, contact a legal or compliance advisor.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

The opinions expressed herein do not necessarily represent the views of Sara Grillo or Grillo Investment Management, LLC. Nothing in this podcast or blog can be interpreted as legal or compliance advice. For advise on such matters, contact a legal or compliance advisor. About Scott Salaske.

CFP 80

CFP Financial Planner Ethics Financial Planning 80