eMoney Advisor
APRIL 25, 2023
1,2 Conversely, couples who open up and share financial goals and values with each other tend to have more satisfying relationships. 3 It’s no surprise then that exploring how to get partners to a place where they can freely communicate about goals and values is a point of interest for financial planners.
XY Planning Network
MAY 21, 2024
Since its approval by the SEC in 2002, the Internet Adviser Exemption has gained increasing popularity and interest among advisers as a possible path to SEC registration, especially if the adviser may not otherwise qualify for federal registration.
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MainStreet Financial Planning
NOVEMBER 2, 2022
November 4th, 2002, Jim Ludwick founded MainStreet Financial Planning. His desire to create a fee-only Financial planning firm accessible to people from all walks of life has now been around for 20 years. The post Happy Birthday MainStreet appeared first on MainStreet Financial Planning.
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). Year-over-year losses are more common for stocks, as you might expect. Stocks have lost money only 26 out of 97 years (1926 to 2022).
Carson Wealth
AUGUST 4, 2022
1 “How to plan for rising health care costs,” Fidelity. May 25, 2002. They’ll be able to provide professional guidance based on your own specific situation. If you don’t already have an advisor, we can help you find one in your area. . . 2 The Finance Buff, “California and New Jersey HSA Tax Return Special Considerations.”
Carson Wealth
OCTOBER 7, 2022
Remember, this year was the worst start to a year since 1974 and 2002. As you can see, in many instances, once the S&P 500 was down 25% it was quite near a major low. Seventh and lastly, October is known as a bear market killer. The ‘73/’74 bear ended on October 3, while the tech bubble bear market bottomed on October 9.
Steve Sanduski
DECEMBER 15, 2022
Michael Bradley founded Bradley Wealth in 2002. Today the firm offers high-touch financial planning and alternative investments to high-net-worth clientele. We talked about his evolution from being a corporate executive for 15 years to starting his planning firm from scratch at the bottom of the Dotcom bubble.
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