Archives June 2022

10 Ways to Start Investing with $100

Building wealth takes time and patience, but it also requires you to take real, actionable steps with your money. After all, you won’t get rich by keeping your extra cash under your mattress and hoping for the best. You have to invest your money if you want it to start growing to its full potential.…

#FA Success Ep 287: Finding Solo Efficiency To Serve 50 Great Clients With $100M AUM, With Jennifer Murray

Welcome back to the 287th episode of the Financial Advisor Success Podcast!

My guest on today’s podcast is Jennifer Murray. Jennifer is the owner and founder of Stonebridge Financial Advisors, an independent RIA based in Morristown, New Jersey, that oversees $100 million of assets under management for 50 client households.

What’s unique about Jennifer, …

Weekend Reading For Financial Planners (June 25-26)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the Senate has passed companion bills to the House’s “SECURE 2.0” proposals that would represent the most noteworthy changes to retirement savings since the original SECURE Act was passed in 2019. While changes could be …