We would be honored for you to join us for an ESG Panel of Denver Experts, including our very own Scott Arnold, on Thursday, September 12th. Registration is free: please RSVP here. Check out the bios of these five incredibly knowledgeable ESG experts: Akasha Absher, Alanna Fishman, Scott Arnold, Rebecca Jackson, and Ed Briscoe.
Our very own Julie Fletcher McDaniel is quoted in the US News Money article about how we sabotage our finances. Read the article here!
Listen in as our very own Scott Arnold joins the Elevation Financial podcast as a guest speaker on the topic "What is Socially Responsible Investing?"
A fallacy that has been spread by the financial services industry for many decades is the idea that collecting a 1% AUM (Assets Under Management) fee provides incentive to achieve high performance (aka “If I win, you win” or “If I lose, you lose”). This concept allows advisors to charge a fee that, once over a certain AUM threshold, can be rather egregious and continue to provide enormous profit margins.
One of my personal struggles is with being an “all-or-nothing” human being. I’d rather not do something if I can’t commit to it fully and without reservation. But as most of us know, that’s not an easy way to live in the modern world where time is always limited and judgement calls are often a shade of gray rather than strictly black or white.
There are so many positive things and people in this world, I consider myself blessed and fortunate. However, we will all experience different challenges in our journey of life, and this past week our community experienced an incredible challenge.