NAIFA Advisor Today

JANUARY 28, 2025

His primary focus is to help people align their financial decisions with their values and truths to live enriching lives. As a Retirement Income Certified Professional and a Life and Annuities Certified Professional, John advises clients on retirement planning, investment planning, and risk management.

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Brown Advisory

JULY 19, 2017

The notable exception is the period between 2000 and 2009, a decade that contained not just one, but two of the biggest market crashes since the Great Depression.) In our experience, keys to success include proper reserve planning, incremental positioning, truly diverse portfolios and measuring investments with the proper metrics.

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Brown Advisory

JULY 19, 2017

The notable exception is the period between 2000 and 2009, a decade that contained not just one, but two of the biggest market crashes since the Great Depression.) In our experience, keys to success include proper reserve planning, incremental positioning, truly diverse portfolios and measuring investments with the proper metrics.

Investments 52

Investments Investing Portfolio Clients 52

Brown Advisory

MARCH 30, 2020

In other cases—especially during periods of market stress—we may need to focus more on market-based liquidity —in other words, whether investors can, if they need to sell for any reason, quickly find buyers for an asset and expect a fair price (and whether adverse market circumstances might cause an investment’s theoretical liquidity to dry up).

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Brown Advisory

MARCH 30, 2020

In other cases—especially during periods of market stress—we may need to focus more on market-based liquidity —in other words, whether investors can, if they need to sell for any reason, quickly find buyers for an asset and expect a fair price (and whether adverse market circumstances might cause an investment’s theoretical liquidity to dry up).

Management 52

Management Marketing Marketing Clients 52

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% on Thursday.

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