Sara Grillo

MARCH 8, 2024

Is AI taking over financial advice? Join Sara Grillo & Eric Negron today for the Truth Bomb as they break down how artificial intelligence is likely to impact the future of financial advising. What tax do I pay when I retire? How do I retire from Procter and Gamble? Like, number one, Google search?

Financial Advice 52

Financial Advice Financial Advising Risk Tolerance Clients 52

Sara Grillo

APRIL 10, 2023

What we’ve seen in 2022 is that there were a number of hacks. We can assess the risk tolerance and help keep people out and hopefully people will listen to use instead of the celebrities. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning.

Investing 52

Investing Investments CFP Financial Advisor 52

Park Place Financial

MARCH 14, 2022

For example, you can shift money between asset classes to reflect market changes and work with your financial adviser to create a diversified strategy. This can help bring you closer to your financial goals while also mitigating potential risks along the way. What is a Financial Planner That Acts In a Fiduciary Capacity?

Portfolio 52

Portfolio Asset Allocation Financial Planner Certified Financial Planner 52