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 | Financial Advisors
“If you do not ask the right questions, you do not get the right answers.” Edward Hodnett. Statistics show that 75% of the future wealth will be controlled by women yet 86% of women don’t know how to invest or choose a financial service. The good news is that by...
