March 2020

Written by Madison Smith |  BestCompany.com | Last Updated March 30th, 2020 A recent survey asked millennials how they felt about paying off all their credit card debt this year. The responses indicated a real lack of optimism: 25% felt not at all confident 28% felt slightly confident 20% felt moderately confident  28% felt very confident Nearly …

Millennials and Credit Card Debt [9 Myths That Hold You Back] Read More »

Chris Carosa |  Senior Contributor  |  Forbes.com  |  Mar 26, 2020,11:07am EDT  America has not seen this kind of massive national mobilization since World War II. You might have thought that particular America was long past, but today’s events prove we can still be a united nation. As the old saying goes, “when the going gets …

This Is How Your Work, Spending And Life Changes From This Point Forward Read More »

EDITOR: RAJ SHAH | MARCH 5TH, 2020 Source:https://investorintel.com/investorintel-video/real-intelligences-jeff-mount-on-providing-human-centered-financial-planning-to-middle-class-millionaires/ “We are certainly seeing the rise of artificial intelligence in trading, financial planning and of course we have robo-advisors who have very quickly risen to compete in terms of assets under management with even the insurance companies and bank brokerages. I don’t know if they will ever take over the …

Jeff Mount on helping the “middle-class millionaire” feel more confident Read More »

EDITOR: Jeff Mount | MARCH 17TH, 2020 Source:https://investorintel.com/investorintel-video/real-intelligences-jeff-mount-on-providing-human-centered-financial-planning-to-middle-class-millionaires/ Experts keep telling us to “put it all into perspective,” “stay the course,” and remember that we are “in it for the long-term.” These clichés don’t make anyone feel more secure, nor do they provide the unique risk management characteristics of sound financial planning. This is canned, institutional word salad …

Do We Quarantine Our Assets Too? Read More »