Remove 2012 Remove Financial Market Remove Investment Planning
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Transcript: Mike Green, Simplify Asset Management

The Big Picture

We ended up buying, this is one of the wonderful things about financial markets and degrees of completeness. 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. Nobody knows anything.

Assets 164
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This year’s Wild Crypto Debate

Sara Grillo

It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financial markets. Robert is also an Instructor of CFP® Coursework for the College of Financial Planning Online and on Campus at Kennesaw State University.

License 52
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Crypto – just a rock, or a good investment? (debate got wild)

Sara Grillo

It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financial markets. Robert is also an Instructor of CFP® Coursework for the College of Financial Planning Online and on Campus at Kennesaw State University.

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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

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. About Scott Salaske.

CFP 59
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Should you cancel your CFP designation?

Sara Grillo

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. About Scott Salaske.

CFP 80