Remove 2019 Remove Compliance Remove Financial Services Remove Investment Planning
article thumbnail

Market Commentary: S&P 500 Tops 5,000. What’s Next?

Carson Wealth

What a ride it has been, but investors were once again rewarded for sticking to their investment plans. over the last three quarters of 2023, which is the largest non-recessionary gain since the late 1990s and more than double the pace of productivity growth between 2005 and 2019. Despite this, annual inflation fell from 5.4%

article thumbnail

Market Commentary: Bull Keeps Going, 15 Years Since Global Financial Crisis

Carson Wealth

Yet, longer-term investors have once again been rewarded for sticking to their investment plans. For perspective, monthly job growth in 2019 averaged 166,000. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

article thumbnail

Should you cancel your CFP designation?

Sara Grillo

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. 2019, July 30). & Lee L. 1139 (1988).

CFP 80