Sara Grillo

APRIL 19, 2024

” I’m going to answer that question in this blog about financial advisors stealing money and how to protect yourself. I’m not a lawyer – so please don’t interpret anything I say here as legal advice. But here are some resources you may want to grab before you read the blog. Don’t be fooled!

Due Diligence 97

Due Diligence Legal Accounting Education 97

The Motley Fool

OCTOBER 13, 2024

Google didn't take the news lying down, releasing a blog post saying the "DOJ's radical and sweeping proposals risk hurting consumers, businesses, and developers." The company went on to say the DOJ's proposals "go far beyond the specific legal issues in this case." Google plans to "respond in detail" to those proposals.

Legal 130

Legal Shareholders Asset Management Assets 130

Sara Grillo

OCTOBER 31, 2022

In this blog, Scott Salaske of Firstmetric and I discuss the proper way to read a Form ADV so that you can get the information you need to make an informed choice and avoid working with a financial advisor who is a lying, deceptive grifter. Let’s get on to the blog. #1 We hope our blog on how to read Form ADV is helpful to you.

Securities and Exchange Commission (SEC) 110

Securities and Exchange Commission (SEC) Legal Consulting Consultants 110

This is going to be BIG.

MAY 13, 2010

Start blogging and telling the world, in very plain, innocuous, basic terms, what you’re aiming for, what your driving goals are, who you are, etc. 4) Get your legal and financial ducks in order. Now that you have money, you’re going to have all sorts of legal and financial responsibility.

Startups 140

Startups Legal Venture Capital Banks 140

The Motley Fool

DECEMBER 30, 2023

But there's probably a very good legal reason why Apple has to go take a strident defense here. For our listeners that are legal experts, podcast@fool.com is where you can send those legal takes. This is according to the blog post that the company put out. I want to hear why I'm wrong about this. Dylan Lewis: Yeah.

Legal 246

Legal Liabilities Investors Assets 246

The Motley Fool

SEPTEMBER 9, 2024

When I was a young lawyer with my first office, I bartered for a year with a contractor who needed legal help. Start a blog, create how-to videos, do TikToks, or offer free webinars on topics related to your business. Gently used office furniture, computers, and other essentials can be found on Craigslist or Facebook Marketplace.

Legal 130

Legal Leveraging Accounting Banks 130

Pension Pulse

NOVEMBER 28, 2024

More than shocking” Former analyst at the Caisse and author of the Pension Pulse blog on pension plans, Leo Kolivakis said he was stunned by the content of the SEC complaint. It’s more than shocking,” he wrote on his blog. The statement did not mention any thanks for his services or the reasons for his ejection.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Pension Funds Conglomerates Legal 59

Sara Grillo

OCTOBER 21, 2022

In this blog, I interview paraplanning professionals to get their take on what the role is, what it pays, and what it potential is for someone who wants to get a job as a financial paraplanner, possibly as a stepping stone to other wealth management jobs. For those of you who are new to my blog/podcast, my name is Sara.

Consultants 98

Consultants Consulting Legal Taxes 98

Ballast Advisors

JUNE 18, 2024

Join us as we delve into the tax strategy, legal documentation, and insurance coverage considerations needed to successfully balance the ownership of multiple residences for snowbirds. At Ballast Advisors, we are your trusted partner, guiding you through the intricacies of tax considerations, legal documentation, and insurance coverage.

Legal 52

Legal Taxes Liabilities Education 52

The Motley Fool

SEPTEMBER 19, 2023

Allegations that Opera's browsers were infected with Chinese spyware even drove the company to counter those claims in a blog post earlier this year. Opera pays a generous dividend Opera didn't initially pay any dividends, but it paid out its first special dividend of $0.80 per American depositary share (ADS) this February.

Investors 130

Investors Amortization Depreciation Earnings Before Interest 130

This is going to be BIG.

MAY 23, 2010

Will our lawmakers and city officials be empowered to engage with citizens without having everything run through legal first? I took a meeting with a city official once and the first think he said to me was that the contents of the meeting were not to be blogged. Hopefully, after they find that person, they won’t muzzle them.

Venture Capital 94

Venture Capital Legal Asset Management Accounting 94

This is going to be BIG.

MAY 11, 2012

I would say something like, "You should see the number of complicated disclosures I had to had to pay a lawyer tens of thousands of dollars to put into my fund's legal docs," that is, if I could say anything about the fundraising status of any fund that I might have at all. I can't tell you anything about it thanks to the SEC.

Crowdfunding 116

Crowdfunding Startups Funds Venture Capital 116

Walkner Condon Financial Advisors

APRIL 27, 2023

In this blog post, we will explore the taxation of stock options and provide an overview of how it works. You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only.

Consultants 105

Consultants Consulting Taxes Startups 105

The Motley Fool

AUGUST 22, 2023

What YouTube and Universal Music are doing about it These abilities are opening up several cans of worms, both legal and ethical. The collaboration consists of three principles, as stated on YouTube's official blog: "AI is here, and we will embrace it responsibly together with our music partners." "AI

Investors 130

Investors Legal Companies Returns 130

Integrity Financial Planning

MAY 23, 2023

An estate plan is a legal document that outlines a person’s wishes for the distribution of their assets and property after their death. Here are the basic components of an estate plan: Will : A will is a legal document that outlines how you want your assets and property to be distributed after your death.

Legal 95

Legal Assets Taxes Finance 95

Sara Grillo

MAY 3, 2024

In this blog, we talk about how to stop living in fear of SEC marketing rules and to reduce the chances of getting zinged. There are no set formulas for avoiding this, and I’m not a lawyer so don’t take this as legal or compliance advise. Love is a battlefield, and so is marketing compliance. Alright that’s all for now.

Legal 52

Legal Consulting Consultants Prospects 52

Sara Grillo

MAY 31, 2024

Can you please read this blog so I can teach you about the other things you should be doing? Here are some blogs that can help you be the Beyonce of financial advisor internet marketing, lol: Google tips for financial advisors Financial advisor Google website tips Sample advisor website template Yeah?

Consultants 59

Consultants Consulting Legal Companies 59

Sara Grillo

JUNE 17, 2024

I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. I want to be clear that nothing in this podcast or blog can be interpreted as an investment recommendation of any type, or an endorsement of any particular person or their services. For advise on such matters, contact a legal or compliance advisor.

Legal 59

Legal Education Consultants Consulting 59

Sara Grillo

DECEMBER 13, 2024

This is not an endorsement of anyone mentioned here, and situations could change and not be reflected here in this blog. I want to be clear that nothing in this podcast or blog can be interpreted as an investment recommendation of any type. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice.

Due Diligence 52

Due Diligence Consulting Consultants Legal 52

Sara Grillo

DECEMBER 11, 2023

For those of you new to my blog, my name is Sara G. I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. This is not an endorsement of anyone mentioned here, and situations could change and not be reflected here in this blog. For advise on such matters, contact a legal or compliance advisor.

Consulting 59

Consulting Consultants Due Diligence Education 59

The Motley Fool

AUGUST 7, 2024

Seth is famous for his blogs. He's blogged on the internet. Since before blogging was cool, I'm not even sure blogging is still cool. He continues to blog every single day. It was August, in fact, August 2020 blog from Seth Godin. From this August 18, 2020 blog, you can look it up online.

Investing 130

Investing Companies Stock Market Stock Market 130

Walkner Condon Financial Advisors

APRIL 26, 2024

For more on high-yield savings accounts, check out this blog post from last year by my colleague Alicia Vande Ven. You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only.

Finance 103

Finance Financing Accounting Education 103

Integrity Financial Planning

AUGUST 31, 2023

In Ancient Rome, for instance, legal systems were developed to facilitate complex financial transactions. These included contracts for loans, sales, leases, and partnerships, which provided the legal framework for modern financial systems. [1] 1] In addition to money, other financial tools also saw significant advancements.

Banks 97

Banks Legal Assets Finance 97

Sara Grillo

JUNE 24, 2024

I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. I want to be clear that nothing in this podcast or blog can be interpreted as an investment recommendation of any type, or an endorsement of any particular person or their services. For advise on such matters, contact a legal or compliance advisor.

Consultants 59

Consultants Consulting Mutual Funds Legal 59

This is going to be BIG.

SEPTEMBER 1, 2010

When you see all these seed stage investors debating on Twitter and blogs what structures they support, take it for what it is—a marketing exercise. Sure, there will always be another investor who hears that you’ve got a term sheet that is willing to one-up it on price, but it’s really hard to get that first one in the pool.

Startups 104

Startups Angel Investors Venture Capital Legal 104

Investment Writing

OCTOBER 1, 2024

Perhaps they knew the company by a short version of its name that wasn’t its legal name that should appear in a bio. Financial Blogging still available at sale price Financial Blogging’s paperback version is on sale direct from the author for shipment within the U.S. Boost your blogging now! as long as supplies last.

Legal 52

Legal Prospects Accounting Companies 52

Cobalt

MAY 20, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

Legal 52

Legal Liabilities Taxes Capital 52

XY Planning Network

SEPTEMBER 19, 2022

Whether you plan to grow a large or boutique firm, there are many actions you must take to legally prepare as you “open the doors” of your firm. Now that commitment will be tested as you prepare to launch and build a successful practice. your sales or business development plan.

Legal 100

Legal 100

Cobalt

AUGUST 9, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

Buyout 52

Buyout Venture Capital Investing Legal 52

Cobalt

JANUARY 22, 2025

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

Funds 52

Funds Buyout Venture Capital Investing 52

Cobalt

OCTOBER 11, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

Legal 52

Legal Liabilities Taxes Funds 52

Cobalt

SEPTEMBER 17, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

Legal 52

Legal Liabilities Taxes Funds 52

Cobalt

JUNE 24, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

Startups 52

Startups Legal Liabilities Taxes 52

Walkner Condon Financial Advisors

FEBRUARY 21, 2023

Check out our blog post HERE to learn more about IRA contribution limits. Check out this blog post to learn your options and the pros and cons of each option. You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. Alicia Vande Ven , M.S.,

Taxes 59

Taxes Education Consultants Consulting 59

Sara Grillo

MAY 3, 2024

In this blog, I discuss ways to handle ex-clients so that you increase the chances of improving goodwill and possibly being hired back. Send them an article or a blog you wrote, just to show you still care about them. The only exception is someone who either has pursued legal action , or might do so. that you are having.

Legal 52

Legal Prospects 52

Cobalt

AUGUST 6, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. The dynamic between LPs and large companies when it comes to investment horizons and ESG policies will continue to play out and have large impacts on these investments moving forward.

Investment Horizon 52

Investment Horizon Investing Legal Liabilities 52

Walkner Condon Financial Advisors

JUNE 2, 2023

As Blair duQuesnay, CFA pointed out in a recent blog post: “The husband’s adviser often does not listen to their concerns, is condescending in his answers, and uses confusing jargon.” Even if the male advisor makes every attempt to involve the woman in the financial planning process, she may not want to engage for a variety of reasons.

Education 98

Education Finance Financing Consultants 98