Sara Grillo

AUGUST 14, 2023

Flat fee advisors Advice only planners Hourly financial advisors I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. Scott has been serving families for 29 years in the financial services space.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Trade Brains

MAY 25, 2023

Overall, Zerodha means ‘Zero Barrier’ It was started by Nitin Kamath, an Engineer by qualification, in 2010. Zerodha Varsity offers free modules on Technical analysis, fundamental analysis, futures, options, risk management, trading psychology & more. Zerodha is a zero-debt financial services company.

Investing 98

Investing Investments Accounting Education 98

The Big Picture

MAY 23, 2023

My dad was a public GP, you know, in the National Health Service in England and my mom was a public school teacher. And quite frankly, I didn’t know what financial services was. Yes, I did some legal stuff and rank stuff but I, you know, I went in on the weekends when we did the stock certificate count. GOG, third engine.

Clients 150

Clients Management Engineering Investing 150

The Big Picture

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. How fundamental was that to your learning about investing, trading risk management, starting with futures? From the cotton gin to the combustion engine to the personal computer. It’s not fun.

Taxes 265

Taxes Banking Clients Management 265