NAIFA Advisor Today
FEBRUARY 6, 2025
Mike McGlothlin , CFP, CLU, ChFC, LUTCF, NSSA, Executive Vice President, Retirement, at Ash Brokerage , is the 2024 recipient of the Kenneth Black Jr. He was President and Director of the Society of FSP Central Indiana Chapter from 2002 through 2005. Leadership Award.
Darrow Wealth Management
MARCH 6, 2023
Since 1926, stocks were down four consecutive years only once (between 1929 and 1932), three years in a row twice (latest being 2000 to 2002), and one instance of back-to-back losses (between 1974 and 1975). Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes.
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eMoney Advisor
APRIL 25, 2023
Values conversations are part of a shift toward a more human-centered, holistic financial planning approach in the industry that can be seen in publications like The Psychology of Financial Planning by the CFP Board. 2 Think2Perform Values Card Sort Think2Perform, a leadership consulting firm, offers a free online values card exercise.
Investing Caffeine
JANUARY 3, 2023
Slome, CFA, CFP ®. The bad news is last year turned out to be the 4th worst year in the stock market since World War II (1945) and also marked the worst year since 2008. Here’s a summary of the S&P 500’s worst years over the last eight decades: 2008: -38.5% 2022: -19.4%. Source: CNBC (Bob Pisani). www.Sidoxia.com.
The Better Letter
MARCH 18, 2025
In June 2002, electrician Mike McDermott won £194,501 on the UK National Lottery after correctly choosing five numbers and the bonus ball. ” Despite that reality, according to a study undertaken by the CFP Board , 88 percent of consumers and 30 percent of financial advisors think it’s easy to manage money.
The Better Letter
MARCH 14, 2024
In June 2002, electrician Mike McDermott won £194,501 on the UK National Lottery after correctly choosing five numbers and the bonus ball. ” Despite that reality, according to a study undertaken by the CFP Board , 88 percent of consumers and 30 percent of financial advisors think it’s easy to manage money.
The Better Letter
MARCH 16, 2023
In June 2002, electrician Mike McDermott won £194,501 on the UK National Lottery after correctly choosing five numbers and the bonus ball. ” Despite that reality, according to a study undertaken by the CFP Board , 88 percent of consumers and 30 percent of financial advisors think it’s easy to manage money.
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