Carson Wealth

MARCH 11, 2024

Retirement funds had been demolished and there was very little hope. Near bear markets in 2011 and 2018, a 100-year pandemic bear market in 2020 and then another bear market in 2022 made it anything but an easy 15 years. Yet, longer-term investors have once again been rewarded for sticking to their investment plans.

Marketing 97

Marketing Marketing Economy Retirement 97

Brown Advisory

DECEMBER 4, 2017

In 2018, the annual exclusion is set to rise to $15,000 per individual and the estate tax exemption to $5.6 Parents and grandparents of teenagers can help to fund retirement accounts for long-term growth and education. Continue annual gifting plans through annual exclusions, tuitions or medical expenses. million per couple).

Planning 52

Planning Taxes Clients Tax Planning 52

Sara Grillo

AUGUST 14, 2023

Helping parents send their kids to college, care for an aging parent and retire with financial independence are literally what gets him up every day. She was awarded a JD in September 2018 and passed the California Bar Exam in February 2019. Scott has been serving families for 29 years in the financial services space. Lee holds a Ph.D.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

MAY 23, 2022

He was working at an RIA firm and kept getting these calls from people that went something like this: “I have interviewed 10 fee-only financial advisors, and nobody wants to provide financial planning to me without an expectation to manage my money. I don’t know when to retire or claim Social Security. Do I have enough to retire?

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

The Big Picture

AUGUST 20, 2024

If you recall, back in 2018, vol Mageddon, he was on the right side of that trade, made hundreds of millions of dollars for his firm in identifying a structural problem that was about to blow up. But before I leave the teal macro, I gotta ask you about the famous Vage trade in 2018. Tell us a little bit about that trade.

Assets 174

Assets Management Portfolio Marketing 174

Sara Grillo

SEPTEMBER 26, 2022

The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. Grillo: Alright, so JR Do you wanna go over your slides, if I just share them… 0:48:59.3 About John “JR” Robinson.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

He says that in the CFP Board’s standard of conduct it states unambiguously that all CFP designation holders must voluntarily disclose all prior misconduct, any disclosures that may be on their FINRA or SEC IAPD records – and, as revealed in the 2018 Wall Street Journal expose , nobody did it (Zweig, Fuller). 2018, July 24).

CFP 80

CFP Financial Planner Ethics Financial Planning 80