2000 Investment Planning Planning 
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. Zack is also skilled in presenting, emceeing, event planning, program management, and social media.
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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International College of Financial Planning
NOVEMBER 10, 2021
This has led to the constant lookout for Investment Advisors who are trained to offer clients the right advice and direction concerning investments based upon investment goals, the length of the investment, and the risk appetite. There are less than 2000 people in India who have qualified CFP.
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.
Brown Advisory
JULY 19, 2017
We are long-term investors, focused on plans that help our clients pursue their long-term goals. It is rarely wise to make impulsive or reactionary investment decisions; we believe that every action in a portfolio should fit into a disciplined program with clear long-term objectives in mind. Reserve planning.
Brown Advisory
JULY 19, 2017
We are long-term investors, focused on plans that help our clients pursue their long-term goals. It is rarely wise to make impulsive or reactionary investment decisions; we believe that every action in a portfolio should fit into a disciplined program with clear long-term objectives in mind. Reserve planning.
Sara Grillo
MAY 23, 2022
Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. Financial planning is offered as a stand-alone product; it is the only thing that an advice-only financial planner does. What is an advice-only financial planner?
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