what-is-the-social-security-widow-benefit Blog Related Topics 
Sara Grillo
DECEMBER 12, 2022
We talked about: What is the best, fairest fee model for the client? What obligation do advisors have, if any, to explain to clients the different fee models available to them? In the absence of a securities account, what value do you provide to your clients? For those of you who are new to my blog, my name is Sara.
Sara Grillo
MAY 23, 2022
It’s so clear to me what the future of financial advice is – what it should be – and what it will be. What’s up with these “advice-only financial planners?” What’s up with these “advice-only financial planners?” For those of you who are new to my blog/podcast, my name is Sara.
The Big Picture
APRIL 11, 2023
What can I say about his breadth and depth of expertise? Start with valuation, what is a company worth and why, move towards what are the things that drive valuations, and then expand out to what happens to valuations over the lifecycle of a company, and why those life cycles are getting increasingly shorter over the past few decades.
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