Sara Grillo

APRIL 10, 2023

I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” This is where advisors would do better if we are held to a clinical standard. So please subscribe!

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Investing Investments CFP Financial Advisor 52

Good Financial Cents

NOVEMBER 16, 2022

The key to making your $500 grow is to put in an investment that suits your risk tolerance and goals and add more regularly. If you want to start investing but feel overwhelmed at the prospect of researching options and building your portfolio, that’s precisely what robo-advisors are for. Invest in the Stock Market .

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Investing Investments Accounting Risk Tolerance 59

Good Financial Cents

DECEMBER 13, 2022

Betterment makes it easy to invest automatically, and they ask you questions to assess your risk tolerance and get a better handle on your goals. This compares very favorably to the 1% or more that most financial advisors charge. My Betterment investing review explains how the platform works. Learn more about Betterment.

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Investing Investments Accounting Certification 86