El Plan 529 no es solo una cuenta de ahorro educativo — es una herramienta de construcción de patrimonio. Otto Rivera, asesor financiero de Mindful Wealth, explica los beneficios estatales del plan que muchas familias desconocen, por qué un portfolio ajustado por edad es clave para proteger los ahorros a medida que el niño crece, y cómo las cuentas UTMA pueden complementar el 529...
Michael Reinking, Senior Market Strategist at the New York Stock Exchange, joins to break down a quietly strong market as the S&P 500 posts one of its...
Rebecca Rettig, COO and CLO of Jito Labs, joins to break down the surge in activity across the Solana ecosystem and what’s driving growing institutional adoption. At...
Michael Rosen, Managing Partner and CIO at Angeles Investments, joins Remy Blaire to discuss the current state of the U.S. economy. They discuss how...
In this episode of Money20/20, Scarlett Sieber delves into the world of Artificial Labs, a fintech company that is modernizing the commercial and specialty...
David Busch, Co-Chief Investment Officer for Trajan Wealth, joins Remy Blaire to discuss the current state of the U.S. stock market. With the Federal...
Amar Ahluwalia, CEO and co-founder of OneVest, joins Remy Blaire to provide insights into the evolving landscape of SaaS and wealth management.
They discuss the...
Rob Rooney, co-founder and CEO of Hyperlayer, joins Remy Blaire to delve into the challenges traditional banks face in the rapidly evolving landscape of...
Jin Chang, CEO & co-founder of Fieldguide, joins Remy Blaire to discuss the impact of artificial intelligence on the CPA profession. They discuss how...
Eddie Ghabour, co-founder and Managing Partner of Key Advisors Wealth Management, joins Remy Blaire to delve into the current state of the U.S. stock...
Andrew McCormick, the Head of eToro U.S., joins Remy Blaire to discuss the current state of Bitcoin and the broader crypto market, particularly amid...