Indigo Marketing Agency

DECEMBER 19, 2022

Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%. Joshua Brown is a financial advisor and the CEO of Ritholtz Wealth Management. Together with Rianka R. Marguerita Cheng. Dana Wilson .

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

The Big Picture

MAY 7, 2024

You know, we look at these economic busts or these market crashes, and it’s obvious in hindsight what spectacular opportunities there they were. And so they have done that and they’re a B2B company right now. Moms would ping her every day about financial advice. Barry Ritholtz : Huh. Really, really intriguing.

Startup 147

Startup Advertising Engineering Numbers 147

The Big Picture

JUNE 6, 2023

It was sort of earlier than Google Docs, and it was a Wiki, now it’s sort of pivoted into B2B. RITHOLTZ: That’s more counseling than it is financial advice. My podcast where I speak to couples from all over the economic spectrum is “I Will Teach You to Be Rich” and my book is also called “I Will Teach You to Be Rich.”

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130