Ballast Advisors

JUNE 30, 2023

Financial markets are likely to reward the winners and punish losers much like they did when other transformative technologies (such as personal computers, the internet, and smartphones) were invented. does not provide investment, tax, legal, or retirement advice or recommendations.

Communication 40

Communication Economics Taxes License 40

Sara Grillo

DECEMBER 12, 2022

With over thirty years of financial services experience, Mike is an independent financial professional helping individuals and small business owners in providing unbiased insurance and investment strategies. He holds multiple FINRA licenses and he is associated with The Leaders Group, and independent broker-dealer.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

ClearMoney

DECEMBER 5, 2021

Becker and Ivashina (2018) argue that government debt instruments could compete with those of corporations in the financial markets, crowding out lending that would otherwise go toward corporations. Discount rate: The rate of return that determines the present value of a company’s expected future cash flows.

Government 52

Government Commission Economics Distribution 52

ClearMoney

DECEMBER 5, 2021

Becker and Ivashina (2018) argue that government debt instruments could compete with those of corporations in the financial markets, crowding out lending that would otherwise go toward corporations. Discount rate: The rate of return that determines the present value of a company’s expected future cash flows.

Government 52

Government Commission Economics Distribution 52