2018 Compliance Investment Planning 
Wealth Management
AUGUST 1, 2025
Mercer Advisors’ extensive resources, especially in tax, estate and investment planning, will help us increase our impact while preserving the long-term continuity of the business,” Keric said in a statement. That’s up tenfold from 2018, when there were fewer than 70 employee shareholders. Number 8860726.
Carson Wealth
JUNE 9, 2025
General Electric was the most recent of the 12 to be included, but was it removed October 2018. Congrats again to the Dow on an amazing run and to all the investors over the years who have benefited by sticking to their investment plans. Here are 12 fun stats to celebrate the big birthday: None of the original 12 are left.
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Carson Wealth
MARCH 11, 2024
Near bear markets in 2011 and 2018, a 100-year pandemic bear market in 2020 and then another bear market in 2022 made it anything but an easy 15 years. Yet, longer-term investors have once again been rewarded for sticking to their investment plans. But it wasn’t a straight line higher. We had many scares along the way.
Sara Grillo
MAY 23, 2022
Cody decided to become an advice-only financial planner, avoiding managing assets for clients and focusing instead just on the service of financial planning because he feels that is where the greatest value of a financial advisor lies. It really spiked in 2018-2019. For advise on such matters, contact a legal or compliance advisor.
The Big Picture
AUGUST 20, 2024
If you recall, back in 2018, vol Mageddon, he was on the right side of that trade, made hundreds of millions of dollars for his firm in identifying a structural problem that was about to blow up. But before I leave the teal macro, I gotta ask you about the famous Vage trade in 2018. Tell us a little bit about that trade.
Sara Grillo
SEPTEMBER 26, 2022
The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. The opinions expressed herein do not necessarily represent the views of Sara Grillo or Grillo Investment Management, LLC.
Sara Grillo
SEPTEMBER 12, 2022
He says that in the CFP Board’s standard of conduct it states unambiguously that all CFP designation holders must voluntarily disclose all prior misconduct, any disclosures that may be on their FINRA or SEC IAPD records – and, as revealed in the 2018 Wall Street Journal expose , nobody did it (Zweig, Fuller). 2018, July 24).
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