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How to Avoid Common Investment Mistakes by Becoming an Investment Advisor?

International College of Financial Planning

Let’s explore the role of investment advisors in helping individuals avoid these pitfalls and make informed decisions. By becoming an investment advisor, you can assist others in achieving their goals and strengthening your own financial journey.

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Mastering Finances with a Certified Investment/Financial Advisor

International College of Financial Planning

How Investment Advisors Play a Significant Role in Managing Finances? The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives.

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Bear Market June

Bell Investment Advisors

Forrest Bell, CFP®. In June, the stock market ebbed once again, reflecting investors’ concerns about the twin risks of inflation and economic slowdown. and international stocks into bear market territory. The post Bear Market June appeared first on Bell Investment Advisors.

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Why Some Investors Lament Good News

Bell Investment Advisors

Forrest Bell, CFP®. The global stock market rally that began in mid-June continued for the first few weeks of August, before fizzling out in the second half of the month. equity market rose nearly 5% on continued optimism for an upcoming pivot in the Fed’s interest rate hiking campaign.

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The Silver Lining of Volatility

Bell Investment Advisors

Forrest Bell, CFP®. The volatility which has dogged financial markets this year continued during May. stock market declined for several sessions until it was 5.5% stock market came very close to a bear market in May and declined over 20% on an intraday basis. below its April closing level.

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A Winding Road

Bell Investment Advisors

Forrest Bell, CFP®. Investor optimism carried the global stock market higher during the beginning of September. While recessions do eventually reduce corporate profits, they tend to be relatively short-lived events for both the economy and financial markets. However, that optimism faded. While inflation dropped from 8.5%

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Top 35 Influencers for Financial Advisors in 2024

Indigo Marketing Agency

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. He recently launched the AGC™ – Advisors Growing as a Community , which helps advisors learn, collaborate, and grow.