Media

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Blogs

Financial Abuse

Financial Abuse

October is National Domestic Violence Awareness Month. Financial Abuse occurs in 99% of all domestic violence cases and is a form of abuse that can sometimes be difficult to diagnose.

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Women Investors on the Rise

Women Investors on the Rise

According to a 2015 report by the BMO Wealth Institute, women in the U.S. controlled at least $14 trillion of U.S. household finances, representing 51% of all personal wealth in the U.S.

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Where Does Your Advisor Get Their Clients?

Where Does Your Advisor Get Their Clients?

Understanding how an RIA gets clients can be an important factor for prospective clients or for advisors looking to join an RIA. Every registered investment adviser (RIA) is looking for the same thing, more clients. Understanding how an RIA gets their clients can be...

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Podcasts

Episode #8: Investing In Real Estate

Episode #8: Investing In Real Estate

What should you consider when making the choice to buy a home or rent? What about purchasing real estate as an investment? Our special guest is Brad Tatar, Managing Director of Spotlight Asset Group’s Tampa, Florida office who will walk us through everything you should think about before buying a house, condo, or Real Estate Investment Trust.

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Behavioral Finance

Behavioral Finance

Every investor has the same flaw: we are human. By understanding and recognizing our human biases and behaviors we can become better investors. Our special guest is Priscilla Liang, Professor of Finance at California State University Channel Islands, who explains many of our biases, where they come from, and how they affect us as investors.

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Mental Health and Wealth

Mental Health and Wealth

May is Mental Health Awareness Month and on this podcast we discuss mental health and money.  Our special guest is Jacob Moore, Founder and CEO of No Stigmas, a non-profit organization whose mission is to ensure no one faces mental health challenges alone. 

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Media