NAIFA Advisor Today
JANUARY 28, 2025
As a Retirement Income Certified Professional and a Life and Annuities Certified Professional, John advises clients on retirement planning, investment planning, and risk management. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.
The Irrelevant Investor
FEBRUARY 19, 2016
Since 2000, there have been 364 days when the S&P 500 has closed up or down by two percent. Because stocks fluctuate so much, it's critical that you have a investment plan in place, or at least a general investing philosophy. On average, this means one two percent move every 11 days.
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The Irrelevant Investor
FEBRUARY 8, 2016
Furthermore, the last few times stocks were 10% lower one year after making a 52-week closing low were 1973, 1974, 2000, 2001, 2008. Because of the permanent uncertainty in markets, it's so important to have an investment plan in place.
International College of Financial Planning
NOVEMBER 10, 2021
There are less than 2000 people in India who have qualified CFP. You’d perhaps need to undergo special certifications as you enter the industry but MBA (Finance) remains a good starting point. This is a global certification and comes with lots of perks. As the saying goes CFPs don’t have to hunt for jobs as jobs hunt for them.
Dear Mr. Market
JANUARY 25, 2022
How about three like in the early 2000’s when it happened for the only time in history? If you do… you’ll be fine. Can you imagine if we finally had a down year? Could you handle finishing a year down, say -10%? What if we had two years down? Most people say yes but do not actually DO it.
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).
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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