Ethics Financial Advice Math 
Sara Grillo
JUNE 24, 2024
The math behind Universal Life Insurance Interest Rates is a twisted web and most consumers are deceived. Know how the math works so you can see the potential risks that may exist with your policy. But before we get into it… Look, there are alot of schmucks out there hawking crap products disguised as financial advice.
The Big Picture
DECEMBER 6, 2022
when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. What is the financial advice world like in Europe? So a phenomenal learning experience with both Jefferies and Morgan Stanley. What’s it like in Spain?
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Good Financial Cents
APRIL 19, 2023
Betterment is great at reducing any taxes you have to pay on your investments, and they work with you to give you the best financial advice through their algorithms. The math when paying down debt is simple – if your loan is currently at 7% and you refinance at 3%, that’s equivalent to a 4% return on your money!
The Big Picture
JUNE 6, 2023
That led to the next three or four years of learning how to sell, how to create value, and not worry about selling out, but do it in a very ethical way. RITHOLTZ: That’s more counseling than it is financial advice. It’s much deeper than math. Do it my way. SETHI: Yes, I think I became more comfortable.
Sara Grillo
JUNE 17, 2024
The regulators don’t force insurance companies to provide in-force illustrations to their Universal Life policy holders and it allows them to deceive consumers who aren’t prepared to do the math required to know the truth. Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues.
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