In a landmark partnership, Bob Technologies and Urban Wealth Management Group LLC, both black-owned businesses, have introduced the AI-powered Smart Savvy Women Investment Portfolio (SSW).
Discover a compelling dialogue between Rene Nourse and the dynamic founding partners of Norton Basu LLP, Somita Basu and Zakiya J. Norton. Delve into the realm of estate planning and probate issues with these visionary leaders of a minority women-owned law firm.
Rene Nourse and Kisha Ward discuss Tax Preparation for 2023 and 2024. After watching this video, you will learn the appropriate steps and insights to be well prepared during tax season.
Bobbi Ivanova, CFA provides a general overview of Impact investing and how to generate positive, measurable impact alongside a financial return.
In this session Sonali will highlight the potential benefits of rising yields for investors and the important role active management can play in helping investors achieve their financial goals.
As our population ages, we face the challenge of how to care best for our elderly parents, especially when one has their own families, is working and/or living out of state. Having a plan is extremely important as there are many decisions to make.
What are your goals, dreams, and aspirations for the future?
Health and Life insurance is nuanced and ever-changing, what worked yesterday may not work as well today. A client's understanding of how their coverage works means being available to explain as change happens. I'm motivated, if insurance works, so do I.
TIAA is a mission-based company that believes in the fundamental right of every person to retire with dignity and security. For over 100 years we’ve witnessed setbacks in retirement, which has empowered us to push the boundaries in our industry and wherever we feel change is needed.
With the rise in interest rates and the decline in home sales, the Real Estate market has made some people leery about making a move. With the rise in interest rates and the decline in home sales, the Real Estate market has made some people leery about making a move. Whether you’re a homeowner or a future homeowner, there’s always an opportunity if you know where to look.
Everyone experiences stress at different times, but almost all of us have one worry in common- our finances.
As we approach a new year, it is important that we learn to let some things go. It is time for us to Suit Up, Show Up, and Something Will Turn Up!" Oftentimes we get stuck in situations from our past that cause us difficulties in moving forward. Join us as we discuss a few tips on how to embrace the new year and walk into your Season of Greatness.