We wrapped up our September Back to School Series with a primer on the stock market. Even if you don’t know the definition of ETF or SEC, you’ll walk away with a working knowledge of how the stock market works and how to harness its power to reach your financial goals.
Facet Wealth co-founder and chief evangelist Brent Weiss, CFP®, ChFC®, and Facet Wealth Chief Financial Officer Lisa Rapuano, CFA, gave our clients an education brief on the stock market. Check it out!
Originally aired: September 24th, 2020 Hosted by: Brent Weiss, CFP®, ChFC® and Lisa Rapuano, CFA
Facet Wealth, Inc. (“Facet”) is an SEC registered investment adviser headquartered in Baltimore, Maryland. This is not an offer to sell securities or the solicitation of an offer to purchase securities. This is not investment, financial, legal, or tax advice. Past performance is not a guarantee of future performance.
The client satisfaction survey was conducted over a four month period from January 2021 to April 2021 and was sent to all new clients after one and three months of service. The survey solicited client’s level of agreement that Facet is delivering on expectations outlined. Satisfaction is not an indication of current or future performance results nor is it a guarantee of similar experience.
Nerdwallet receives cash compensation for referring potential clients to Facet Wealth, Inc. The views of Nerdwallet are based on independent valuation of Facet’s services. Nerdwallet’s opinions are their own.