Financial Advising Financial Services Investment Planning Startup 
Abnormal Returns
MAY 21, 2023
(awealthofcommonsense.com) Every investment plan needs some room for error. wsj.com) Apple ($AAPL) is playing the long game in financial services. businessinsider.com) AI is moving so fast, fintech startups are having to quickly pivot. humbledollar.com) Finance How much bigger can JP Morgan Chase ($JPM) get?
Sara Grillo
APRIL 10, 2023
The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning.
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