Clever Girl Finance

JULY 16, 2023

These include the following: You can’t figure out your personal finances on your own For some people, managing money is more than a chore. Others love managing money. These can include complex family matters, multiple financial accounts, or managing cash flow from multiple sources of income. And that’s OK.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Brown Advisory

APRIL 16, 2018

The concept of ethical screening in portfolios is not new—religious institutions have screened their portfolios for years. Establish or refine its investment policy in accordance with the organization’s objectives. When a nonprofit wants a mission-aligned investment strategy, we use the same process.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Brown Advisory

APRIL 16, 2018

The concept of ethical screening in portfolios is not new—religious institutions have screened their portfolios for years. Developing Sustainable Investment Plans Standard Process, Added Layers of Thought. Establish or refine its investment policy in accordance with the organization’s objectives.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Sara Grillo

AUGUST 25, 2023

I created this list of financial advisors for small accounts (less than $300,000 in assets) because there are alot of schmucks out there hawking crap products to people with portfolio of this size, and I don’t think it’s fair. The majority of my clients have very few assets outside of 401k, and home countries. 56 Capital Partners www.56capitalpartners.com

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

Sara Grillo

NOVEMBER 14, 2022

Financial advisors have many options at their hands to solve it, from financial planning and investment management services to fixed products such as annuities. Yet the investment and insurance communities seem to be on two different sides of the fence when it comes to a solution. The retirement crisis in America is real.

Insurance 59

Insurance Financial Advisor Retirement License 59

Zoe Financial

OCTOBER 12, 2023

Whether you think of artificial intelligence (AI) as an ethical conundrum or a positive breakthrough, it is undeniable that AI is already having an impact. If we ring-fence some assets in an AI-focused strategy, how might the long-term plan be affected? Consequently, this strategy has no management fee.

Portfolio 59

Portfolio Investing Investments Clients 59

Good Financial Cents

APRIL 10, 2023

While they earned half a million dollars per year, they only had $17,000 in total assets. That’s right; they were in their mid-thirties and they wanted to retire at age 50, yet they only had $17,000 in actual assets to their name! For example, wealthy people focus on buying income-producing assets instead of depreciating assets.

Investing 109

Investing Investments Assets Accounting 109

Zoe Financial

OCTOBER 12, 2023

Whether you think of artificial intelligence (AI) as an ethical conundrum or a positive breakthrough, it is undeniable that AI is already having an impact. If we ring-fence some assets in an AI-focused strategy, how might the long-term plan be affected? Consequently, this strategy has no management fee.

Portfolio 52

Portfolio Investing Investments Clients 52

Sara Grillo

SEPTEMBER 12, 2022

Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. Robert will be on the “for” team.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Sara Grillo

SEPTEMBER 26, 2022

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Robert will be on the “for” team.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59