by FWCEL | Aug 10, 2016 | Family Finances, Financial Advisors
Mark Renz, CFA, CIO, Socius Family Office socius / ‘so.ci.us / noun 1. partner, sharer; 2. companion, associate; 3. ally, confederate The financial industry is not structured in a way to empower us to make better decisions for ourselves or our financial lives. The...
by FWCEL | Mar 29, 2016 | Family Finances
We had a wonderful young woman who is blazing her path in the Financial Services industry present “Women Rock Their Finances”. She shared with us a gift her family gave her when she was still in grade school. Her parents gave her the gift of...