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How To Avoid Doing Stupid Things With Your Money

UncategorizedBy Rainier TrinidadJuly 22, 2015Leave a comment

It’s a fact: people have a hard time holding on to their wealth. In a Wall Street Journal article titled, “Lost Inheritance,” it was cited that 70% of wealthy families lose their wealth by the second generation, and 90% lose their wealth by the third generation. In another documentary by ESPN titled, “Broke,” some other…

What Percentage Of Financial Advisors Have The CFA Designation?

UncategorizedBy Rainier TrinidadJuly 22, 2015Leave a comment

I was asked the other day, “How many financial advisors are there in the US, and what percentage of them have the CFA designation?” It was a good question that I didn’t know the answer to, so I started looking around the web and found this from the Bureau of Labor Statistics: Number of Personal…

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