While money can pose relationship challenges, it can also be a binding force between partners when rooted in trust, transparency and mutual respect. In our latest newsletter, we share how this Valentine’s Day, a holiday rooted in love and relationships, presents an opportune time to get stronger as a couple by talking about personal finances. Want to learn more? Please do not hesitate to reach out to discuss how we can support you and your partner in achieving your financial goals. #PersonalFinance #FinancialPlanning #FinancialAdvice
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Fear, panic, and uncertainty can all shape our decisions and decision-making abilities. For this reason, it is critical to cultivate skills to avoid an emotion-driven impulse that leads you away from your financial plan. #PersonalFinance #BehavioralFinance #FinancialAdvice #FinancialPlanning
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Our Co-Founder and Managing Partner Ira Ravitz, CIMA® and Chief Investment Officer Nick Nejad, CFA visited Goldman Sachs HQ as part of the 100 select advisors at its two-day Professional Investor Forum. Nick and Ira are standing in Goldman's 25-year commemoration of it going public on May 4, 1999.
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Check out co-founder Lisa Westermark, ChFC® speaking about engaging next generation clients and estate planning during Vanilla's Legacy Now virtual event on April 24th.
I’m looking forward to being a panelist at Vanilla’s virtual estate planning event Legacy Now on April 24. Tune in to hear me exchange insights with other advisors during my session on innovative approaches to engaging 2nd gen clients—a critical hurdle to long-term client retention. I hope to see you there! https://hubs.ly/Q02sg2N50
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It’s Women’s History Month, and we are proud to feature co-founder Lisa Westermark, ChFC® in our Team Spotlight.
Lisa Westermark, ChFC® - Beverly Hills Private Wealth
https://bhpw.com
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Goldman Sachs to significantly invest in the Registered Investment Advisor (RIA) space, says Richard Lofgren, head of advisor engagement at Goldman Sachs Advisor Solutions.
Richard Lofgren, the Navy Admiral at the Helm of Goldman Sachs’ RIA Custody Business
barrons.com
