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 member of the Community Foundation for Northeast Georgia for the past three years, Santiago has been at the…
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 decisions. By partnering with organizations like the Community Foundation for Northeast Georgia, advisors can provide their clients with…
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 and safer investment option, even if they lack a bit of excitement. Understanding the differences between these two…
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 North Georgia for nearly a year, Matt is dedicated to making a lasting impact on his community, particularly…
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 will release a Grants Catalog that features eighteen nonprofits in the Gwinnett, North Fulton and Forsyth communities. “We…
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 award Greater Good recipient. These just begin to scratch the surface of the impact and accomplishments of Linnea…
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 M&A firm. Known for his appearances on Varney & Co., News Nation, CNBC, and The Wall Street Journal,…
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 as a powerful tool for professionals. With over 700 million users, it offers a vast network of potential…
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 resources broken into eight categories for you and your clients: 1. Educational Websites Investopedia: A comprehensive resource for…