Financial Advisors

Guest Post: Richard Orlando, Ph.D., writes about a recent survey on how much money it takes to be “wealthy,” and points to…

Nick reached the point in his life where things seemed comfortable—the bills were paid, the business was booming, and the highway up…

Followers of Christ are to represent the culture and the values of God’s kingdom. But how do we pursue that with our…

When was the last time you tallied your assets under management? It’s often abbreviated AUM. It’s a term that financial advisors use…

In a meeting with your financial advisor, you might cover portfolio diversity, risk tolerance, etc. But what would Jesus the financial advisor…

It used to be that as a financial advisor you were doing great if you worked with your client, planned a good…

What do wealthy and even super-wealthy clients look for in an advisor? An institutional brand with a deep bench? Merrill Lynch? BNY…

Sometimes we hear of those with wealth and it’s hard to imagine them making a mistake. But Simone Foxman of Bloomberg surveyed family…