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.

Financial Planner 52

Financial Planner Recruitment Financial Services Retirement Planning 52

Carson Wealth

SEPTEMBER 23, 2024

In other words, the large cut was about risk management, with the Fed looking to get ahead of deteriorating labor market data. The Russell Mid Cap index rose over 4% during this period, while the Russell 2000 small cap index rose over 7%. Layoffs are also relatively low.

Marketing 96

Marketing Marketing Economy Economics 96

The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: … risk management. I’m sure you remember this as well in terms of the bond market, whether you were looking at structured products, bonds, this idea that, hey, it’s issued by this bank, that bank, well-known diversified financial services institution. I’m talking about diversified financial services.

Clients 299

Clients Wealth Management Banking Investments 299

The Big Picture

APRIL 18, 2023

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. You saw it in the financial services sector. In 2006, ’07, ’08, you saw the financial crisis. We find great management teams. BARATTA: Yeah. In the long run.

Assets 162

Assets Investments Investing Valuation 162

The Big Picture

MAY 23, 2023

My dad was a public GP, you know, in the National Health Service in England and my mom was a public school teacher. And quite frankly, I didn’t know what financial services was. And that includes people who are different, and they look at financial services and they don’t see difference. GREW: Uh-oh.

Clients 162

Clients Management Engineering Investments 162

The Big Picture

AUGUST 15, 2023

You had the run up in the dot coms to 2000. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half. Certainly in financial services, we recognize now that there are all these microaggressions that have been in place for decades. SEIDES: Yeah.

Management 130

Management Investments Investing Government 130

The Better Letter

JANUARY 26, 2024

” Dent called for “ the collapse of our lifetime ” – an 86 percent loss for the S&P 500; 86 percent on the Russell 2000; 92 percent on the Nasdaq – by June 2023. Despite exceptional early returns, the fund is barely above water since its 2000 inception (+0.55 I replied, “Which one?”

Assets 105

Assets Valuation Management Marketing 105