Mission Wealth Management launches Social Values Portfolio
Santa Barbara-based financial advising firm Mission Wealth Management launched its new Social Values Portfolio, which aligns investments with an investor’s values. “The introduction of the Social Values Portfolio is in perfect alignment with Mission Wealth’s purpose as a business to serve both our clients and the community at large,” Mission Wealth CEO and founder Seth Streeter Read More →
Santa Barbara’s Pensionmark adds affiliate in New York
Santa Barbara-based Pensionmark Retirement Group added an affiliate office in New York. Pensionmark is a financial retirement planning and executive compensation consulting firm. The New York-based Ridge Retirement Consultants and its team of four advisers will join the Pensionmark’s Adviser Support Program. Ridge Retirement has nearly 50 corporate clients and $1.7 billion in assets under Read More →
Robo adviser platforms vie with human investment advice
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Central Coast peer-to-peer lending grows
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Montecito wealth manager uses scientific approach with investments
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FICO score can make a big difference
For most small businesses, the toughest aspect of running the operation is managing cash flow. Most small businesses depend on timely payments from their clients to pay their own bills. However, in difficult times such as these, clients often stretch payment of their invoices to 60 days or longer. In order to be able to Read More →
Carey & Hanna moving from Ventura to Oxnard
Ventura-based Carey & Hanna Tax and Wealth Planners is relocating to a larger office in Oxnard. Carey & Hanna Tax and Wealth Planners will move into the former National University building at 1000 Town Center Drive, Suite 200, on Oct. 22. The office has been located at 1445 Donlon Road, Suite 6 in Ventura since Read More →
