Cornerstone Financial Advisory

APRIL 10, 2023

Stocks weathered the news well but buckled on weak manufacturing and services data in subsequent days. Stocks trended lower again after a lower-than-expected open-jobs number and a slowdown in private-sector hiring. One large, 12-week study found that a daily garlic supplement reduced the number of colds by 63% compared to a placebo.

Marketing 59

Marketing Marketing Taxes Economics 59

Brown Advisory

APRIL 16, 2018

The concept of ethical screening in portfolios is not new—religious institutions have screened their portfolios for years. This specificity helps guide the nonprofit’s board and investment committee members as they carry out their fiduciary duty. The “other 95%” of the portfolio existed solely as a financial engine.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Brown Advisory

APRIL 16, 2018

The concept of ethical screening in portfolios is not new—religious institutions have screened their portfolios for years. This specificity helps guide the nonprofit’s board and investment committee members as they carry out their fiduciary duty. The “other 95%” of the portfolio existed solely as a financial engine.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

The Big Picture

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. RITHOLTZ: Which is really a pretty big number. billion dollars in AUM.

Clients 154

Clients Investing Investments Management 154

Sara Grillo

SEPTEMBER 26, 2022

Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. What do they have, 90000 plus CFPs? It seems a little bit odd to me.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Good Financial Cents

APRIL 19, 2023

Invest in Real Estate Low minimum investment – $10 Diversified real estate portfolio Portfolio Transparency Roofstock Here’s another real estate platform for a little additional income. The term “turnkey” means the numbers have been crunched, the home may have been rehabbed, and may already include tenants!

Accounting 105

Accounting Investing Investments Media 105