Leadership and Financial Wellness: A Podcast
Facet’s COO Shruti Joshi talks about how to make financial planning more client-friendly.
01/18/2023
News Topic: In the News
Your Money Mindset Begins at Age 7
Children begin absorbing lessons about money at a very early age.
01/14/2023
How Millennials Should Invest Now
Why millennials should strongly consider investing in bonds.
01/12/2023
How to Build Diversity in Financial Planning
Building diversity means going beyond the data.
12/29/2022
Is a Recession on the Horizon?
What does 2023 mean for inflation, a possible recession, or an economic slowdown?
12/23/2022
12/19/2022
Top 5 Money Lessons I Learned by Age 40
How a financial planner looks at life and money at age 40.
11/05/2022
How to Start Investing: A Guide for Beginners
Even small investors can do well if they invest regularly with a plan.
11/03/2022
Should I Pay a Pro to Help Me?
Why you should you hire a financial planner to help you build an investment portfolio.
10/30/2022
Facet Co-founder Appears as Panelist at Future Proof
Facet Wealth CEO Anders Jones recently spoke about how the future of financial planning will have both therapeutic and financial value.
10/28/2022
Advice from a Veteran
Facet Wealth Co-founder Patrick McKenna found that his Army training prepared him for his civilian career.
10/19/2022