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Investment News: 40 Under 40, Class of 2019
“We actually turn away high-net-worth clients. We’re not competing with anyone in the industry,” Mr. Jones said. “It’s the most exciting thing I’ve ever worked on.”
Thinking beyond $1 billion
Many RIAs falter as they grow, caught off guard when the client-facing work they’ve always done seems to show diminishing returns.
Easy changes we can make today for a better retirement tomorrow: Part 3
Retirement can feel insurmountable to many of us, who are bewildered by the task of creating a balanced plan. How do we simultaneously save for retirement, a new home and our children’s college tuition, especially if we also have to pay down debt?
Easy changes we can make today for a better retirement tomorrow: Part 2
Ideally, we should start investing as soon as our first paycheck, to leverage the power of compound interest.
Easy changes we can make today for a better retirement tomorrow: Part 1
Let’s be honest, setting long-term financial goals can be hard. Why? It’s hard to have a clear vision of some far off event and, as a result, without a clear goal we don’t know where or how best to start
Building financial literacy today for success tomorrow
Financial literacy is the bedrock that supports financial life management. More than knowing the difference between stocks and bonds, or understanding your appetite for risk, financial literacy is what lets you make trade-offs today for the goals that are important to you. Financial literacy lets you imagine the future you want and say, “It’s possible.”
New Financial Planning Experience
Anders Jones and Brent Weiss sat down with Maryland Public Television to discuss how Facet Wealth is using a combination of people and technology
Here are this year’s 20 most promising startups in Baltimore: realLIST 2019
Meet the next wave of startups growing big ideas into local companies. Jan. 28, 2019 4:02 pm By Stephen Babcock For the people looking to
Why Facet Wealth Wants to Buy Your Small Accounts
Anders Jones is CEO and co-founder of Facet Wealth, a next-generation financial services firm reinventing financial life management for the mass affluent.