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episode_1554

PAY ATTENTION TO THE CULTURE OF THE PEOPLE AND FIRMS YOU INVEST WITH

PAY ATTENTION TO THE CULTURE OF THE PEOPLE AND FIRMS YOU INVEST WITH Certified Financial Planner (CFP) Chartered Financial Analyst (CFA) Certified Investment Management Associate (CIMA) Does the advisor: Understand & agree with your objectives? Pay attention to your comfort levels? Have a realistic & workable plan to achieve your goals? Have the […]

51% of Personal Wealth in the U.S. Is Controlled by Women

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51% OF PERSONAL WEALTH IN THE U.S. IS CONTROLLED BY WOMEN

Better financial advice for women with Yie-Hsin Hung, one of the most powerful women in finance.
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