The Big Picture

MAY 30, 2023

He has written five books with more coming. Really a fascinating person who operates in a realm that I think a lot of people in finance overlook. And he’s really moving the needle in terms of having people take control of their own financial life in a way that benefits not just them but the entire economy and all of society.

Banking 141

Banking Economics Economy Business Planning 141

Good Financial Cents

APRIL 14, 2023

A recent survey by the Research Department of Statista.com revealed that 34% of Americans had less than $1,000 in their savings accounts. It’s why I’ve shifted a lot of my work to helping people make extra money as a side hustle and eventually creating multiple passive income sources. for more advanced pieces. and $15.00

Communication 90

Communication Investing Investments Accounting 90

Brown Advisory

MARCH 27, 2023

The greater the spread, the more revenue a bank earns. The longer a lender extends the use of its capital, the more interest it expects to receive in return, all else, like the ability and willingness to repay, being equal. People may bemoan their banking relationship, but they rarely jump from one service provider to another.

Banking 90

Banking Economics Insurance Assets 90

The Big Picture

DECEMBER 26, 2023

So, 00:02:52 [Speaker Changed] You know, you know that scene in Wolf of Wall Street where, where DiCaprio sits down in the room and makes that first call. Then, you know, I made French with some people in the research department there. So I’m like, lemme get to somewhere more stable big mother Merrill in 2007.

Marketing 152

Marketing Marketing Financial Advisor Clients 152