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Choosing an Academic-Friendly Financial Advisor – 4 Signs to Look For

If I had to choose what I love the most about working with academics, it’s that they are discerning. They ask wonderful questions, and …

ReFrame Wealth

Archive, Investing

“My grandmother gave me that stock—I can’t sell it.”

I love listening to my clients’ stories. One of my favorites is hearing about how a particular stock became part of their portfolio. Sometimes …

Jessie Doll, CFP®

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Choosing an Academic-Friendly Financial Advisor – 4 Signs to Look For

“My grandmother gave me that stock—I can’t sell it.”

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