Spotlight: Understanding faith-based financial planning
Some advice firms, and some companies that work with financial advisers, are aimed at specific religious communities, such as Christians...
Values-Based Financial Plan
The Best Financial Advice For Every Decade Of Your Life
Personal finance is a lifelong journey that evolves with each passing decade. As you get older, your financial needs inevitably...
What Is Goals-Based Financial Planning Worth?
Traditionally, the financial advisor industry measured its value based on portfolio performance. Even today, many clients still focus on how...
Mission-driven money: How wealth advisor Christian Stearns integrates values, planning and purpose
When Christian Stearns talks about money, he doesn’t just mean dollars and cents. For the Conte Wealth Advisors financial planner...
Younger financial planning professionals most willing to adapt to client needs
Christopher Stroup, president of Silicon Beach Financial. Industry has slowly evolved into less tangible aspects, says advisor after FPA report....
Financial Planner vs Investment Manager: Who’s a Better Value?
April 5 couldn't have been easy. Panic consumed the day after a near 6% S&P sell-off. But the American College...
Understanding Value-Based Care Models
Value-Based Care Models Explained Value-based care models include simple “capitated” payment models, whereby providers receive a predictable amount of money...
JJ Montanaro’s Army values and financial vision
Get We Are The Mighty’s Weekly Newsletter Military culture and entertainment direct to your inbox with zero chance of a...
How to budget: 5 top budget strategies for you
From the rise of avocado toast, to the death of gyms and the end of cloth napkins, Millennials have been...
