AdvicePay

MARCH 14, 2022

Last week, we sat down with Michael Kitces and Bill Bachrach and had a conversation all about fee-for-service.

Clients 52

Clients Management 52

Norman Marks

MARCH 14, 2022

I enjoyed COSO’s latest publication, Enabling Organizational Agility in an Age of Speed and Disruption. This is how COSO described it: As radical change transforms the world we live in, organizations should regularly align their enterprise risk management (ERM) process with the current business environment and their strategic goals, according to new guidance issued today […].

Management 40

Management Risk Management Government 40

Park Place Financial

MARCH 14, 2022

FINANCIAL PLANNING What is Portfolio Rebalancing? Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Investments can be risky since markets constantly fluctuate, but strategies are available to help you maintain a well-balanced portfolio. For example, you can shift money between asset classes to reflect market changes and work with your financial adviser to create a diversified strategy.

Portfolio 52

Portfolio Asset Allocation Financial Planner Certified Financial Planner 52

Envision Wealth Planning

MARCH 14, 2022

Can women retire successfully if they were to invest in gender equity? It’s well known that women and, even worse, black women suffer a pay gap compared to white men. It’s also reported that women tend to be more interested in ESG investing (Environmental, Social, and Governance), but not specifically gender equality. If you’ve read any of my articles on values based financial planning and investing, you will read that I believe that everyone should build a financial plan align

Retirement 52

Retirement Investing Investments Certified Financial Planner 52

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