Apr 18, 2018
As financial professionals, we think about objectively managing finances almost every day. But for many, a lack of financial education makes this a difficult and intimidating task.
In this episode, we discuss ways to improve the financial literacy gap with Brenda Campbell. Brenda is the CEO of SecureFutures, a nonprofit...
Apr 4, 2018
This is the second of four episodes over the year where we’ll explore the “money mindset” of some unique groups that advisors serve.
When most people think of millennials, they think of digital natives who spend their money on travel and love avocado toast. But there are also a lot of misconceptions about this...