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

If they are cutting due to a panic (think March 2020) or due to a recession (like in 2001 or 2007) potential trouble could indeed be lurking. But as we’ve been writing all year, we do not see a recession coming and with inflation back to manageable levels, there was simply no reason to have interest rates up over 5%. on average.

Marketing 96

Marketing Marketing Economy Economics 96

Nationwide Financial

JUNE 5, 2023

Though inflation remains the most significant perceived risk for business owners, more than two-thirds expect a recession before the end of 2023. And of those expecting a recession, the majority believe it will be as bad or worse than the Great Recession of 2007-2009. It’s important to remember that most recessions in the U.S.

Economics 52

Economics Risk Management Clients Planning 52

The Big Picture

MAY 9, 2023

And again, I ended up in the financial services audit practice at KPMG. We just get to focus on assets and asset risk management. So earlier we were talking about assets, and then you referenced risk management. You have to finish the three years. I finished the three years. I qualified the following week.

Assets 299

Assets Clients Investing Investments 299

The Big Picture

SEPTEMBER 12, 2022

At Citi, in 2007, fantastic timing, you take over as Head of Structured Solutions. And so, ultimately, given the different types of clients segments that I’d covered, I made the decision that I really wanted to be in wealth management. And so, 2007, I came over to Citi. BITTERLY MICHELL: Always risk. RITHOLTZ: Right.

Clients 299

Clients Wealth Management Banking Investing 299

The Big Picture

AUGUST 15, 2023

Are most people better off in an index fund than playing with an active manager, be it mutual fund or high fee hedge funds? SEIDES: John Yeah, I said back then, the bet started in 2007 and I say today, being in the market and investing in hedge funds is completely apples and oranges. This is the summer of 2007. RITHOLTZ: 2007.

Management 130

Management Investing Investments Government 130

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. You know, we bought Hilton in June of 2007. BARATTA: Yeah.

Assets 162

Assets Investing Investments Valuation 162