July 2, 2018

CFP® Justin Goodbread Earns Certified Value Growth Advisor Certification

At Financially Simple, we strive to ensure you walk a financially simple path and one of the ways we do that is through earning certifications. We are proud to announce that another badge of honor has been bestowed upon Justin Goodbread. He has now added the title of Certified Value Growth Advisor™ (CVGA™) to his list of CERTIFIED FINANCIAL PLANNER™ and a Certified Exit Planning Advisor™, as well.
June 8, 2018
investopedia top 100 winner Goodbread

Justin Goodbread Named Investopedia Top 100 Advisor of 2018

For the past couple of years, our fearless leader Justin Goodbread, CFP® has been hard at work to destroy the complexities of the financial world. Justin’s passion is to help take the complex subject of finances and make it simple. His motto is “Life is complicated, but money doesn’t have to be.” That’s why we here at Financially Simple are so proud to announce Justin’s distinguished honor of being named an Investopedia Top 100 advisor.
July 5, 2017

Congratulations to Justin Goodbread on Earning CEPA Certification

The Exit Planning Institute (EPI) is proud to announce that Justin Goodbread, CFP® earned the Certified Exit Planning Advisor (CEPA) designation after completing the Institute’s intensive CEPA four-day executive MBA-style program in Chicago, Illinois. Justin Goodbread, CFP® joins an elite group of business advisors who have received this designation and are a part of the Exit Planning Institute’s international community of CEPAs. The CEPA certification is the most widely accepted and endorsed program in the world.
February 14, 2017
Forbes Finance Council

Justin Goodbread Accepted Into Forbes Finance Council

Justin Goodbread, CEO of Heritage Investors, receives an invitation into the Forbes Finance Council. The invitation-only community is for executives in accounting, financial planning, wealth and asset management and investment firms. Justin joins other hand-selected Forbes Finance Council members, as part of a curated network of successful peers. Members get access to a variety of exclusive benefits and resources, including the opportunity to submit leadership articles and short tips on industry-related topics for publishing on Forbes.com.
December 20, 2016
feds raise interest rates

Fed Raises Rates

Late December of 2016 was mixed for the markets, as the Dow increased by 0.44%, while the S&P 500 lost 0.06%, the NASDAQ dropped 0.13%, and the MSCI EAFE gave back 0.55%. We also saw a variety of data released, giving a similarly mixed view of recent economic activity. Retail sales and the Consumer Price Index showed modest gains, while industrial production and housing starts both declined. The biggest headline from last week, however, was a development the market anticipated for quite some time: The Federal Reserve decided to raise its benchmark interest rates – for only the second time since 2006. Why did the Fed raise rates? The Federal Open Market Committee (FOMC), the group of Fed officials who meet to determine interest rates and other policies choices, has a mandate to “foster maximum employment and price stability.” In its quest to uphold this mandate, the FOMC aims to […]
November 3, 2016
big news headlines

Big Headlines Drive the Markets? – Weekly Update

Do big headlines drive the markets? At first glance, last week’s headlines may lead you to think that the markets are fluctuating more than they actually are. Yes, Hillary Clinton’s emails are in the news again (more on that below), but despite that surprise, the major indexes stuck to the same range-bound performance we’ve seen for the past three months. The S&P 500 ended down 0.69%, the NASDAQ was off 1.28%, and MSCI EAFE lost 0.44%. The Dow Jones Industrial Index eked out a 0.09% increase. Three Key Events Last Week 1. FBI Announces Renewed Look at Hillary Clinton’s Emails What happened? On Friday, October 28, FBI Director James Comey sent a letter to Congress alerting them that the agency would be reviewing new Hillary Clinton emails discovered during their investigation of former Congressman Anthony Weiner. When news of Comey’s letter broke, the major indexes responded quickly-and negatively. For example, […]