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Ann Garcia is a partner of Independent Progressive Advisors, an RIA based out of Portland that oversees approximately $115 million in assets under management for 120 clients. Ann has distinguished herself by developing a nationally recognized expertise in college financial planning, a specialty that has grown alongside her advisory business, now focusing on mid-career professionals […]

Eric Stein is a Partner at East Bay Investment Solutions, a firm that offers fractional Chief Investment Officer services, supporting over $6 billion in assets under advisement across 26 advisory firm clients. In this episode, we discuss how Eric leverages his extensive investment expertise not by managing portfolios for individual clients as a traditional financial […]

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Certificates of deposit typically compound daily or monthly

Our polling averages track the latest trends in the presidential race, using data from national and battleground state polls.

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Can you sort 8 historical events?

Can you sort 8 historical events?