article thumbnail

Meet Loyal NAIFA Member Craig Wright

NAIFA Advisor Today

NAIFA-MO President Craig Wright, MBA, CFP®, ChFC® , has been a loyal NAIFA member since 2014. A NAIFA Quality Award winner, Wright has dedicated his career to serving the individuals, families, and small businesses that make up Main Street USA.

CFP 52
article thumbnail

ABLE Accounts in Wisconsin: Key Things to Know for WI Residents

Walkner Condon Financial Advisors

candidate for cfp® certification. Alicia Vande Ven is a Candidate for CFP® Certification at Walkner Condon Financial Advisors, a fee-only, fiduciary financial advisor firm based in Madison, WI, that works with clients locally and around the country. What is an ABLE account? It b ecame law on Dec. Alicia Vande Ven, M.S.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Bracketology (2025 Edition)

The Better Letter

In 2014, one bracket was alive through 34 games. UConn won the national championship as a seven in 2014. ” 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
article thumbnail

Looking at the Rise of Money Losing Companies

Validea

By Jack Forehand, CFA, CFP® ( @practicalquant ) —. 12/31/2014 2.3% 12/31/2014 46.0% 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
article thumbnail

3 Ways to Weave Gratitude into Your Financial Planning Practice

eMoney Advisor

During the Great Recession, advisor Lauren Pearson, CFP®, would lie down under her desk to relieve stress in between client calls. Attendees will be eligible to earn 1 CFP® CE credit. 3 Use Gratitude to Lift Your Spirits. She recently shared on TikTok (@wealthedit) how many advisors feel extreme pressure when markets get choppy.

article thumbnail

No Pain, No Gain

Investing Caffeine

Slome, CFA, CFP®. Peter Lynch, arguably one of the greatest all-time investors (see Inside the Brain of an Investing Geniu s ), said it best when he stated, “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.”.

article thumbnail

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

Validea

By Jack Forehand, CFA, CFP® ( @practicalquant ) —. 12/31/2014 13.5% 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.