facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog external search brokercheck brokercheck

Latest From Our Blog



%POST_TITLE% Thumbnail

Find Your Place in the Profession

Luis F. Rosa, CFP®, EA, spoke at NexGen Gathering about his career path within financial planning, diversity in the financial planning profession, and how the next generation of planners can find their own place in this profession – even if it doesn’t exist yet. As a firm owner, Luis spends a notable amount of time involving himself in the profession. He firmly believes that, in order to positively impact his clients – and the profession as a whole, it’s important to be involved as a mentor. He’s involved as a mentor through NexGen, attends conferences frequently, and also focuses on one-on-one, informal mentorship of new planners. Luis is passionate about focusing on building up the next generation and he loves to participate in focused mentorship of potential new minority planners. He also encourages other planners and work to continue building the profession. In this episode, Luis shares importance of mentorship, how to define your place within the profession as a new planner, and how you can find a home within financial planning. You won’t want to miss this!

In The News Blog Updates
%POST_TITLE% Thumbnail

InvestmentNews 40 Under 40 Class of 2019

Honored to be part of the 2019 class of 40 Under 40 from InvestmentNews and sharing the cover with Julia Wiss and Anders Jones. The 40 Under 40 Award is an annual award owned by InvestmentNews, a media company. Individuals may nominate themselves and no fee can be paid to be considered for or receive the 40 Under 40 Award. Minimum qualifying criteria include receiving a nomination for the award, being under the age of 40, and working primarily in the financial advisory industry, Eligibility for the award is determined by accomplishments to date, contribution to the industry, leadership, and promise. For the detailed requirements of the InvestmentNews 40 Under 40 Award, please visit: https://www.investmentnews.com/section/awards-and-recognition/40-under-40

In The News Blog Updates
%POST_TITLE% Thumbnail

6 Simple Ways to Help Increase Your Net Worth

"Net worth" is the simplest indicator of your overall financial well-being. Simply defined, it's the difference between your assets (such as investment accounts, retirement funds and properties) minus all liabilities (including mortgages, credit card debt and other loans). Your net worth is very important in helping you determine how much debt you have and how it can affect your future wealth. It also helps you to highlight critical areas in your financial life that you should focus on early enough. If you have already calculated your net worth and found that it’s lower than you expected, or that you need to increase it starting now; here are a few simple ways to help.

Blog Updates
%POST_TITLE% Thumbnail

2019 Credit Card Fee Study: What's Normal and What's Not?

Credit card fees are nearly unavoidable – every card has some. A better understanding of these fees, however, can help you select the right credit card for your needs and save money. The 2019 U.S. News Consumer Credit Card Fee Study analyzed the fees of hundreds of credit cards active in the U.S. News card database, identifying average annual percentage rates, annual fees, and late and transaction fees.

Blog Updates