Sara Grillo

JANUARY 9, 2023

We’ll cover: What does it mean for financial planning to be transparent? What are the changes in Colorado investment advisor regulations regarding financial planning? What is happening in other states regarding reform of financial planning regulation, and why we expect these changes to become more widespread.

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

Marketing 52

Marketing Marketing Economy Financial Planner 52

Indigo Marketing Agency

DECEMBER 19, 2022

With over two decades of experience in the financial services industry, she is passionate about elevating women and individuals from underrepresented communities. In 2022, she was recognized for her efforts with the American College Women Working in Wealth Award. She was also named a Top 10 Financial Advisor by Investopedia.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Bell Investment Advisors

JUNE 16, 2022

In 2022, anyone can give any recipient up to $16,000 in assets per year without owing federal gift taxes. So keep it simple, or work with a financial planner to help keep it all straight. The post Healthy, Creative Strategies for Gifting to Children appeared first on Bell Investment Advisors. Tax Matters.

Taxes 52

Taxes Assets Financial Planner Planning 52

Ballast Advisors

JUNE 12, 2023

Then we saw an initial interest rate spike and an immediate decline, where interest rates were in the mid-twos and high threes, which drove interest rates up until 2022.” By answering these key questions and staying informed about prevailing rates, borrowers and investors can make well-informed decisions to optimize their financial goals.

Financial Planning 52

Financial Planning Planning Investments Investing 52

Ballast Advisors

JULY 7, 2023

Copyright © 2022 FMeX. Distributed by Financial Media Exchange. Disclosures: The material presented is derived from sources Ballast Advisors consider to be reliable, but the accuracy and completeness cannot be guaranteed. All rights reserved. The blog is for informational purposes only.

Retirement 40

Retirement Distribution Planning Investment Advisor 40

Bell Investment Advisors

JUNE 29, 2023

My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. A View from 1/1/2022 28:07 Ryan Kelley: Once we flip to this slide, same exact benchmarks. All I’ve done is instead of looking at year-to-date, I extended it out where it’s year-to-date plus 2022. Happy to be here.

Marketing 52

Marketing Marketing Banking Numbers 52

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. provide protection solutions for their clients. degree in Computer Science. Matt Pruitt, CFP®, CFA®. Chris Randall.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Indigo Marketing Agency

JANUARY 24, 2024

Matt Reiner Reason to Follow: Expert in industry growth and evolution, shares through his podcast and media appearances Matt Reiner is a CFA, CFP® professional, and partner at Capital Investment Advisors and Wela Strategies. She also worked with top financial services companies like Chase, E-Trade, CNBC, and more.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

Matt Reiner Reason to Follow: Expert in industry growth and evolution, shares through his podcast and media appearances Matt Reiner is a CFA, CFP® professional, and partner at Capital Investment Advisors and Wela Strategies. She also worked with top financial services companies like Chase, E-Trade, CNBC, and more.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Sara Grillo

SEPTEMBER 26, 2022

Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. Wright: Well, and to respond to that, if I may. The confusion is with the CFP.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

OCTOBER 19, 2022

Well, first of all, we work with financial advisors of all types in the industry, non-Vanguard financial advisors, so you’ve got broker-dealers, independent registered investment advisors, RIAs and bank wealth advisors. 2022 has been just a very challenging environment. RITHOLTZ: Really?

Financial Advisor 286

Financial Advisor Clients Taxes Investing 286

The Big Picture

JULY 29, 2024

So 00:09:10 [Speaker Changed] I know Orion for many years because from the RIA perspective, from a registered investment advisor perspective, clients want to know how their portfolios are doing, what their performance is, both in absolute terms and relative to benchmarks. Tell us a little bit about what you do with them.

Clients 147

Clients Portfolio Financial Advisor Investing 147

The Big Picture

APRIL 25, 2023

So, Brian is not a stranger to me, and we have some shared financial interests, but the reason I wanted to bring him in here is there are few people in the industry who have a better perch by which to look at the world of registered investment advisors, broker-dealers, all of the changes that are taking place in the space.

Compliance 162

Compliance Clients Wealth Management Management 162