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. Previously, he served terms on the FSP National Board of Directors from 2011 through 2016. Leadership Award. He has built and nurtured relationships throughout the industry.

Ethics 138

Ethics Retirement Planning Education CFP 138

Trade Brains

JANUARY 20, 2023

A Case Study on ‘Satyam Scam’ Accounting Scandal: When the 2008 recession hit the world, India was not only going through a financial crisis but also an ethical crisis. SEBI appointed retired SC justice Barucha to oversee the transaction in order to instil trust. This was what happened with Satyam Computer Services.

Banking 131

Banking Accounting Ethics Sales 131

Mr. Money Mustache

AUGUST 22, 2020

Since the Dawn of Mustachianism in 2011, the same question has come up over and over again: “MMM, I see your point that index fund investing is the best option. How can I get the benefits of investing for early retirement without contributing to the decline of humanity?”. In other words, about 4.7% towards Microsoft, and so on.

Investing 52

Investing Investments Retirement Accounting 52

The Big Picture

JULY 19, 2022

Really, what I would think is getting to my natural home and that happened in 2011. ! And I think that story still has some legs but sort of the key culprit then became demographics and retirement savers and the latest story now is in the sort of the one percent. Don’t sacrifice your ethics, that integrity matters.

Investing 130

Investing Investments Valuation Portfolio 130

Brown Advisory

JUNE 12, 2017

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. annualized compared with 6.9%

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. annualized compared with 6.9%

Investing 52

Investing Investments Ethics Taxes 52