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Did Santa Claus Come Early This Year?

Investing Caffeine

As you can see, employment was on a tear pre-COVID, adding about 20 million jobs from 2010 to 2020. Slome, CFA, CFP® Plan. Even though the health of the labor market is usually gauged by the unemployment rate, which at 3.9% remains near record lows, the number of employed persons paints a similarly strong picture.

Economy 91
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IRS Section 1202: Don’t Miss This Tax Exclusion

Carson Wealth

By Paul West, Managing Partner, CFP ® , CAP ® , CExP Business owners: do you know that the first $10,000,000 of business sale proceeds could be tax-free? The date of 9/27/2010 is when the 100% exclusion was enacted. Owing no federal income tax after selling stock may seem far-fetched, but in some instances it’s possible.

Taxes 52
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Looking at the Rise of Money Losing Companies

Validea

By Jack Forehand, CFA, CFP® ( @practicalquant ) —. 12/31/2010 1.4% 12/31/2010 26.1% Two weeks ago, I wrote an article where I looked at the valuation of the median stock and how it has changed over time. Year End Date Negative Earner Percentage 12/30/2005 1.1% 12/29/2006 1.2% 12/31/2007 1.0% 12/31/2008 2.1% 12/31/2009 4.9%

CFP 59
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No Pain, No Gain

Investing Caffeine

Slome, CFA, CFP®. For long-term stock investors who have reaped the massive +520% rewards from the March 2009 lows, they understand this gargantuan climb was not earned without some rocky times along the way. Market corrections are never comfortable, but successful, long-term investing comes with a price…no pain, no gain!

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Revisiting the Market Valuation in the Wake of This Year’s Decline

Validea

By Jack Forehand, CFA, CFP® ( @practicalquant ) —. 12/31/2010 10.9% It looks like the 2022 bear market might be with us longer than many of us had hoped. A study of history would have told us in advance that the 2020 bear market was an anomaly based on how fast things turned around, but you still can’t blame us for hoping for a repeat.

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Bracketology (2025 Edition)

The Better Letter

During the 2010 World Cup, Paul the Octopus picked the correct winner of eight-straight matches, including the final (his odds of doing so were one in 256 ). ” 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.

Numbers 75
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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

Kelly Nilsson, CFP®, CDFA®, JD Kelly’s journey in finance began in 1992, and for the first 17 years of her career she worked for financial marketing firms and insurance companies, during which time her clients were financial advisors. She obtained her CFP designation in 2003. 2010, August 1). 2017, January 18 th ).