As a business transformation consultant, I help financial advisory firms evolve by designing and implementing a multi-year plan that targets realistic growth goals and completion of staff and business improvements.
Many RIAs falter as they grow, caught off guard when the client-facing work they’ve always done seems to show diminishing returns.
Retirement can feel insurmountable to many of us, who are bewildered by the task of creating a balanced plan. How do we simultaneously save for retirement, a new home and our children’s college tuition, especially if we also have to pay down debt?
Ideally, we should start investing as soon as our first paycheck, to leverage the power of compound interest.
Let’s be honest, setting long-term financial goals can be hard. Why? It’s hard to have a clear vision of some far off event and, as a result, without a clear goal we don’t know where or how best to start
Financial literacy is the bedrock that supports financial life management. More than knowing the difference between stocks and bonds, or understanding your appetite for risk, financial literacy is what lets you make trade-offs today for the goals that are important to you. Financial literacy lets you imagine the future you want and say, “It’s possible.”
A lot changed with the new Tax Cuts and Jobs Act [TCJA] in 2018. My goal is not to provide you with every change (I do want you to be awake by the end of this), but to provide you with the most relevant information for you and our clients.
Anders Jones and Brent Weiss sat down with Maryland Public Television to discuss how Facet Wealth is using a combination of people and technology
Meet the next wave of startups growing big ideas into local companies. Jan. 28, 2019 4:02 pm By Stephen Babcock For the people looking to move within a thriving tech community, it’s important to be able to easily call upon the key players. Yet a changing economy brings new names and differing measures of success. … Read moreHere are this year’s 20 most promising startups in Baltimore: realLIST 2019
Anders Jones is CEO and co-founder of Facet Wealth, a next-generation financial services firm reinventing financial life management for the mass affluent.