Sara Grillo

JUNE 2, 2022

This blog is not for the faint of heart. I am writing it because I’m sick of the BS narratives perpetrated by the financial media, a prime example being the Barron’s Top Advisor List. There are other nonsense financial advisor rankings such as Forbes and CNBC that I rip apart here too. I’m keeping a running tally of these BS advisor ranking lists and please let me know if there are any I am missing, I’ll put them on my hit list.

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

Clever Girl Finance

JUNE 2, 2022

We all have them - those self-limiting beliefs that keep us from achieving our goals and living our best lives. Those voices inside our heads that tell us we’re not good enough or capable of reaching for the stars. In this article, we'll explore the top 10 self-limiting beliefs and how to let them go for good. We'll also discuss how to change limiting beliefs.

Budgeting 59

Budgeting Management Planning Investments 59

Steven J. Wilson

JUNE 2, 2022

A solid financial website design is no longer a “nice to have” for financial services companies – it’s now a necessity. In today’s digital world, customers expect easy-to-use websites that provide them with the information they need when they need it. The financial services industry has been behind the curve when it comes to website […].

Financial Services 52

Financial Services 52

Tobias Financial

JUNE 2, 2022

On June 10 th , Tobias Financial Advisors is proud to sponsor the 2022 Women’s Leadership Summit organized by FICPA. The Summit is designed to bring together novice and experienced professionals for a day-long program of education, collaboration and inspiration. We are always honored to support initiatives of personal and professional development and The Women’s Leadership Summit provides a great opportunity to network, exchange ideas with other women in the business and learn leadership, commun

Communication 52

Communication Financial Advisor Education 52

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Clients

Darrow Wealth Management

JUNE 2, 2022

Quite simply, a down round is when a company raises money at a lower valuation per share relative to earlier financing rounds. A simple example: a startup raises a Series B at a $30M post-money valuation and a Series C at a $20M post-money valuation. Working for a startup involves risk. Employees with equity or stock options are participants in the ups – and downs – along the way.

Startup 52

Startup Valuation Taxes Wealth Management 52

MainStreet Financial Planning

JUNE 2, 2022

Inflation, supply chain issues, labor shortages, and an uptick in natural disasters are all contributing to the rise in the cost of home construction and repairs. Without sufficient insurance coverage, a homeowner is at risk of having to pay out of pocket to rebuild their home after a disaster. If disaster strikes, you’ll want enough homeowner’s insurance to rebuild your home, help replace your belongings, defray costs if you’re unable to live in your home and protect your financial

Insurance Coverage 52

Insurance Coverage Insurance Medical Financial Planner 52

Norman Marks

JUNE 2, 2022

One of the challenges when it comes to so-called “cybersecurity risk” is in accepting and then applying the idea that cyber is not an “IT risk”. No. It’s a business risk. That is easy to say, and it makes all the sense in the world. However, people tend to apply it only when talking about […].

Compliance 49

Compliance Government 49

Norman Marks

JUNE 2, 2022

After years of writing books about internal audit, risk management, GRC, and so on, I decided to do what friends and family have suggested: write a novel. That product is now available on Amazon. It is described as: Norman Marks’ first novel is the tale of the newly appointed head of Internal Audit of a […].

Risk Management 45

Risk Management Management 45