Your Favorite Financial Advisor
The company Cameron works for
What is Edward Jones
This is the year when the stock market was created
What is 1792
This is the man who is irresistible and completely badass
James Bond
The stock market is in "up years" this percentage of time over all, versus down years
75% of years are up years
This is the time frame most Financial Advisors plan for with their clients (think life event)
Retirement
This is what Cameron eats 4-5 times per week
What is steak
This is the man who was the NASDAQ's chairman in 1990, 1991, & 1993 but also ran one of America's largest ponzi scheme's and was arrested for it in 2008
Bernie Madoff
When and where did the modern bond market start?
Bank of England 1693
This percentage of net worth was made after the age of 60 for Warren Buffet
90%
This is another key professional that a Financial Advisor should be in contact with periodically to help plan for the client
Accountant
Has Cameron ever done a TedX talk?
Yes "Do Hard Things For An Easy Life, Or Do Easy Things For A Hard Life"
These are the "Magnificent 7" stocks
Tesla, Apple, NVDA, Google, Microsoft, Amazon, Meta
This type of Bond provides triple tax exempt income
Municipal Bonds
This is the average return Edward Jones provided last year on a well-diversified, all equity portfolio last year
What is 18.9%
A good Financial Advisor doesn't just provide potential gains in a portfolio, but can sometimes guarantee a savings with what type of strategy?
Tax Strategy
Where did Cameron travel to recently where he almost died a few times on a moped?
Italy
The S&P500 lost this many percentage points in the 2008 crash
38%
This type of bond is affiliated with companies potentially on the verge of bankruptcy
Junk Bonds
This is the average lifespan of a company being held in the S&P500
(meaning how long the S&P500 holds it in the fund)
15-20 years
This is how often you should meet with your Financial Advisor throughout the year
As frequently or infrequently as you'd like
This is Cameron's idol
Ted Gold
The S&P500 was up 20%-25% in 2023-2025. Without the magnificent 7, what percentage would the other 493 stocks have returned to investors?
2%-6%
This is the 10 year treasury bond yield as of Monday 1/19 when I made this
4.22%
$1mm+
These are the three core things your Financial Advisor should take into consideration when planning for you
You goals, time horizon, and risk tolerance