2016 Pro Bono Financial Planner of the Year
Financial Planning Magazine | By Ann Marsh | How advisors are advancing financial literacy RIAs snag annual FP Pro Bono Awards for innovative programs.
Changing financial futures forever starting now.
Financial Planning Magazine | By Ann Marsh | How advisors are advancing financial literacy RIAs snag annual FP Pro Bono Awards for innovative programs.
By: Laura Walton AFC® It seems we are trending in that direction. Financial understanding is falling while our confidence in making financial decisions is rising – perhaps the worst of both worlds. We’re making poor decisions but with confidence! See how you score on this 6 question quiz. Arizonans averaged 3.25 correct answers out of…
Zachary and Jasmine make saving fun – you have to see the look on their faces! There’s a lot of literature on how to teach kids about money and a lot of regret as they become adults over lessons not learned. Most of us end up learning the hard way. Below is a heart-warming story…
By: Laura Walton AFC® Results are in. The five largest funds in the world are all passively managed, and four of them are managed by Vanguard, famous for its low-cost offerings. Almost one of every two dollars invested in a mutual fund or exchange-traded fund (ETF) over the past three years went into a Vanguard…
By: Laura Walton AFC® Good math skills + good behavioral choices = good financial outcomes…but we struggle with both. Statistics show that two-thirds of us are poorly prepared to make good financial decisions! The National Assessment of Educational Progress, aka the Nation’s Report Card, tells us that just 37% of American high school seniors were…