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 was 2000, so what… In that case, to get involved or… I guess. So yeah, I think.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

The Big Picture

AUGUST 20, 2024

So any compliance people listening, I’m just spitballing here. The Russell 2000 has 2000 out of the roughly 3,500 stocks available publicly traded. That’s Barry saying it. That’s not Mike. The problem is how do you get into hold those securities and how do you get out when the time comes to sell them?

Assets 173

Assets Management Portfolio Marketing 173

Carson Wealth

JULY 15, 2024

That long-term focus is so important because a good investment plan is in the service of the real prize, the chance to discover and live our best lives and to support and spend time with the people we care most about. The Russell 2000 Index, a basket of small cap stocks, rose 3.6% That’s a prize worth always keeping an eye on.

Investing 97

Investing Investments Marketing Marketing 97