Good Financial Cents

JUNE 11, 2023

One thing that I have craved for investors is a tool that allows you to sync all your financial accounts – your investment portfolio, checking and savings accounts, credit cards and other loan accounts – in one place, and then provides an investment-related analysis of your entire portfolio. And, that’s it.

Management 80

Management Investing Investments Accounting 80

Envision Wealth Planning

MAY 23, 2022

In one case, Investopedia named an advisor to one of the “top lists” who was banned for her non-disclosure of commissions earned in a Ponzi scheme. You see, a lot of time people are so eager to close the deal that they skip right to the facts, questionnaires, and portfolio analysis without making sure the client is emotionally committed.

Ethics 52

Ethics Financial Advisor Financial Planning Clients 52

Sara Grillo

APRIL 21, 2022

In one case, Investopedia named an advisor to one of the “top lists” who was banned for her non-disclosure of commissions earned in a Ponzi scheme. I mean, I just don’t know what else to say. It’s ludicrous. 1 Clear fees, clearly disclosed on website. Here’s an example. Jane Mepham.

Ethics 52

Ethics Financial Advisor Clients Management 52