The New Look of Wealth

What do we mean when we talk about wealth? How does your background affect the way you view building wealth? What practical steps can you take today to start creating your own financial legacy? Want to get smarter about your money and answer these questions?

Join me and other financial experts as we discuss the New Look of Wealth. This free Digital Conference by Ally is on November 3rd.

During my session (12:15 pm PT / 3:15 pm ET), I will join Nicole Cope and Brian Overby of Ally Invest to discuss if Financial Advisors are worth it. We’ll answer your questions about paying for advice, and when it makes sense to hire an advisor or invest on your own.

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    What Investors Need To Know About Payment Stocks

    I was recently on the TD Ameritrade Network discussing my outlook on the payments space and shared my thoughts on Square and PayPal.

    Click play to watch the video.

    If you have any questions or want to learn more about adding payment stocks in your portfolio, feel free to reach out to me directly. 👇

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      What Investors Need To Know About Fintech Stocks

      Are you familiar with Fintech stocks? Yesterday I was on the TD Ameritrade Network discussing my outlook and the current trends in the space.

      Click play to watch the video.

      If you have any questions or want to learn more about adding Fintech stocks in your portfolio, feel free to reach out to me directly. 👇

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        Areas Of Opportunity In The Tech Sector

        I recently joined Nicole Petallides on The Watch List to detail my stance on Fintech​, AI​ and Robotics​ stocks, as well as explain why I think BlackBerry​ is a “vital” part of the society we’re living in.

        Click play to watch the video.

        If you have any questions or want to learn more about the FAIR Tech Fund and adding Fintech, AI or Robotics stocks in your portfolio, feel free to reach out to me directly. 👇

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