September 2023

Building a Committed Team: What’s Your Strategy to Get the Right Team for Your RIA?

Building a Committed Team: What’s Your Strategy to Get the Right Team for Your RIA?

Building a successful Registered Investment Advisor (RIA) requires careful planning and a dedicated team. Having grown multiple businesses that I sold for profit, I understand how important it is to have the right people on board. In my previous entry, I began looking at how to grow your team through the eight-figure exit. I’d like

Building a Committed Team: What’s Your Strategy to Get the Right Team for Your RIA? Read More »

Acorns • 3 min A guide to inviting your friends to Acorns

Acorns • 3 min A guide to inviting your friends to Acorns

https://grow.acorns.com/learn/acorns/inviting-your-friends-to-acorns/ #financialliteracy #financialfreedom #finance #financialindependence #personalfinance #money #financialeducation #investing #financialplanning #entrepreneur #debtfree #wealth #creditrepair #budgeting #investment #debtfreecommunity #credit #financialadvisor #creditscore #financetips #financialgoals #realestate #debtfreejourney #moneymanagement #creditrestoration #invest #wealthbuilding #creditrepairservices #moneytips #passiveincome #finances #generationalwealth

Acorns • 3 min A guide to inviting your friends to Acorns Read More »

12 Best Small-Business Credit Cards – Reviews & Comparison

12 Best Small-Business Credit Cards – Reviews & Comparison

Small-business credit cards have higher spending limits, low APRs, attractive balance transfer promotions, personalized concierge service, and fringe benefits. But if you’re going to pay annual fees, you should pick the one with the best features for your business. The post 12 Best Small-Business Credit Cards – Reviews & Comparison appeared first on Money Crashers.

12 Best Small-Business Credit Cards – Reviews & Comparison Read More »

Selling Municipal Bonds Is Incredibly Expensive And Cumbersome

Selling Municipal Bonds Is Incredibly Expensive And Cumbersome

If you’re thinking about holding individual municipal bonds as a safe and liquid source of funds, think twice. Owning highly-rated municipal bonds is low risk. However, selling individual municipal bonds can be incredibly expensive and cumbersome. Unlike stocks, which now have $0 trading fees and ample liquidity, municipal bonds have a much less liquid market.

Selling Municipal Bonds Is Incredibly Expensive And Cumbersome Read More »

Investing • 2 min What is a Robo Advisor?

Investing • 2 min What is a Robo Advisor?

https://grow.acorns.com/learn/investing/robo-advisor/ #financialliteracy #financialfreedom #finance #financialindependence #personalfinance #money #financialeducation #investing #financialplanning #entrepreneur #debtfree #wealth #creditrepair #budgeting #investment #debtfreecommunity #credit #financialadvisor #creditscore #financetips #financialgoals #realestate #debtfreejourney #moneymanagement #creditrestoration #invest #wealthbuilding #creditrepairservices #moneytips #passiveincome #finances #generationalwealth

Investing • 2 min What is a Robo Advisor? Read More »

Scroll to Top