How LAA is Empowering the Hispanic Community
For Santiago Marquez, serving the Hispanic community in Georgia isn’t just a job — it’s a calling. As the dedicated CEO of the Latin American Association (LAA) and a board…
Bridging the Knowledge Gap: Advisors as Philanthropic Educators
The role of professional advisors in philanthropy extends far beyond financial planning; they are also educators, guiding clients through the complexities of charitable giving and helping them make informed, impactful…
Stocks vs. Bonds: Building Long-Term Wealth in 2024
Many people think bonds are old news and that stocks are the go-to for building long-term wealth. While stocks often steal the spotlight, bonds have proven to be a consistent…
Matt Benvegna: Multiplying Goodness through Community Foundation
For Matt Benvegna, giving isn’t just an act of kindness; it’s a core value that shapes his life and legacy. As a donor-advised fund holder with the Community Foundation for…
Discover and Donate: The Community Foundation for Northeast Georgia’s Grants Catalog Engages Fundholders
Making the numbers grow. That’s part of the magic of the Community Foundation for Northeast Georgia and is evident through its new fundholder initiative. Starting this August, the Community Foundation…
LIFTing higher: Community partnership creates new opportunities for local leaders
President and CEO. Leadership development coach and consultant. Myers-Brigg Type Indicator (MBTI), GiANT Worldwide, and 6 Types of Working Geniuses certified. Gwinnett Chamber Small Business of the Year finalist. Moxie…
Q&A with a Serial Entrepreneur
Meet Ted Jenkin Ted Jenkin is a serial entrepreneur and co-founder of oXYGen Financial, a 2.2-billion-dollar wealth management firm. He’s also the President of Exit Stage Left Advisors, a sell-side…
Leveraging LinkedIn Helper for Client and Lead Generation: A Guide for Financial Advisors
In the digital age, financial advisors can significantly expand their client base and generate valuable leads through strategic use of social media. Among the various platforms available, LinkedIn stands out…
Essential Resources for Financial Advisors and Their Clients
As a financial advisor, providing your clients with valuable resources is crucial for building trust, enhancing their financial literacy and supporting their financial goals. Here’s our curated list of essential…