Good Financial Cents

DECEMBER 12, 2022

M1 Finance is a personal finance company that offers a variety of financial services, including investment management, portfolio analysis, and stock trading. Additionally, the company’s website states that it uses “industry-leading security protection” and is FDIC insured. trillion in customer assets.

Investing 83

Investing Investments Portfolio Analysis Insurance 83

Envision Wealth Planning

MAY 23, 2022

I had been working with the couple for roughly three years and determined in our first few meetings that his SEP was in a lower cost allocation fund based on his risk tolerance. The spouse of a client of mine recently asked me to provide a proposal for managing his SEP IRA, which he held directly at JPMorgan. Jane Mepham.

Ethics 52

Ethics Financial Advisor Financial Planning Clients 52

Sara Grillo

APRIL 21, 2022

I had been working with the couple for roughly three years and determined in our first few meetings that his SEP was in a lower cost allocation fund based on his risk tolerance. The spouse of a client of mine recently asked me to provide a proposal for managing his SEP IRA, which he held directly at JPMorgan. Jane Mepham.

Ethics 52

Ethics Financial Advisor Clients Management 52