It's unfortunate that #401(k) cash outs are even an issue. This can help, but clear and simple communication is critical and so is the cooperation of employers. #retirement
https://t.co/LKaRkO7QN0
We have to admit it, this sound pretty sleazy, though I'm sure at time it is necessary and appropriate. #assetmanagement #performancecheat #advisor
https://t.co/xWuUUicNc3
Always good to remind ourselves why we're celebrating. Visit the link for a legible version of the text (note the biases of the time). #July4 #DeclarationofIndependence
WWI - Battle of the Argonne Forest. One of the deadliest battles that Americans fought in. Thank you to all who have served our country. #MemorialDay2022
Entertaining concept but will it really unlock better performance? time will tell... #assetmanagement #ETF #CEO #financialservices
https://t.co/or9sOarIK3
We couldn't disagree more. Gamification is an awesome tool when it's encouraging/teaching the right things.
That is where Robinhood has mostly failed. But there is other #fintech that does it right. #investing #wealthmanagement #stocks
https://t.co/jyn27JjnjT
Sure it's a self-promotional push, but when an energy company is pushing a low carbon future to #financialadvisors, you know #ESG investing is going mainstream. #SRI #wealthmanagement #assetmanagement
