T H E B L O G
Follow our blog for topics on money, culture, financial planning...and more! We are here to provide guidance on how to design the life and legacy you deserve.
W E L C O M E !
Basic Investment Principles We Can Learn from GameStop
15 Personal Finance Lessons We Can All Learn From the Year of Covid-19
What 2020 Taught Us About Our Financial Habits
Why Diversity and Inclusion Reaches a Screeching Halt in Wealth Management
Last-Minute Money Moves to Make Before You Ring in the New Year
What Elections Can Teach Wealth Management Leaders
Teens Call for More Personal Finance Education to Bridge Economic Opportunity Gap in America
Most U.S. Teens Believe There is a Lack of Equal Economic Opportunity Based on Race and Gender
Financial Planning is the Therapy We Need During This Holiday Spending Season
Power Players: 23 of the Best Financial Advisors for Millennials
How to Better Understand Your Partner’s ‘Money Personality’
Ready to Act on Diversity, Equity and Inclusion? First, Take a Self-Exam
Should Parents Involve Their Teenagers in Big Spending Decisions?
For Families of Color, the Pandemic Brings an Outsized Financial Hit
Teaching Cultural Competency and Holistic Financial Planning with Lazetta Braxton
Josh Brown and Friends Tell You What They Own in New Investing Book
Kamala Harris’ Election Can Be Model to Show Representation Matters
How To Help Your Child Graduate College Without Debt
Making the Financial Industry More Inclusive with Lazetta Braxton
Financial Projections For The World Post-Pandemic