Uncategorized

A good financial advisor does more than move money around. Jeremy Yono makes the case that education should be at the center of every client relationship, not an afterthought. The Advisor Relationship Most People Have For a lot of people, the relationship with a financial advisor looks something like this: you hand over your account […]

Financial literacy is usually framed as an individual responsibility. Jeremy Yono believes that framing is too narrow, and that it is holding entire communities back. The Way We Usually Talk About Financial Literacy The standard conversation about financial literacy goes something like this: if you want to be financially stable, you need to educate yourself.