Sabitlenmiş Tweet
Junto Wealth
16 posts

Junto Wealth
@JuntoWealth
Financial life planners working to help you achieve the best possible life with the money you have. Our goal is to serve as a financial friend on life’s journey
Wayne, PA Katılım Temmuz 2020
82 Takip Edilen35 Takipçiler

@MrAndyNgo We have completed our investigation and convened our Executive team. The employee in question has been terminated. Going forward, we will take proactive measures to ensure our values are front and center for our employees.
English

@MrAndyNgo Here is our statement on the matter. We are following the feedback closely and accelerating this investigation x.com/JuntoWealth/st…
Junto Wealth@JuntoWealth
We acknowledge the seriousness of recent comments made by an employee of Junto Wealth regarding Charlie Kirk's death. These comments do not reflect the views of the firm. Effective immediately, the employee has been placed on leave, and we are conducting a thorough investigation.
English

Margo Richardson, a @JuntoWealth wealth manager in Norristown, Pa., celebrates the killing of Charlie Kirk. The self-described queer activist suggests the world would be better if more people who think like him are taken out.



English

We just put out a news release announcing our new resources designed to help families and individuals understand and navigate common financial challenges - read more now! agilitypr.news/Junto-Wealth-R…
English

Trusts make families wealthier & healthier. Now is the time to organize your financial matters - before favorable conditions change. Read this new report from @JuntoWealth: 'Using Trusts to Minimize Taxes & Protect Your Legacy' - available to download now! mailchi.mp/juntowealth/sp…
English

Learn tips to avoid overspending in this recent educational video from @JuntoWealth, as Scott Pulsifer discusses how overspending & spiraling consumption can be the equivalent of financial quicksand: juntowealth.com/the-diderot-ef… #financialplanning #overspending #budgeting #consumption
English

Check out this recent video from @JuntoWealth to learn about the concept of #balance in your #investmentportfolio. Don't assume 60/40 is right for you! juntowealth.com/balancing-your…
#portfoliomanagement #balancedportfolio #stocks #bonds #correlation #investments #diversification
English

Is your portfolio actually balanced? Our latest videos speak about balancing portfolios thru risk weights & investment types- in other words, how we think of #diversification: juntowealth.com/video-library/ #portfoliomanagement #balancedportfolio #stocks #bonds #correlation #investments
English

Learn how to maximize tax savings using #ItemizedDeductions for #CharitableDonations in this new video from @JuntoWealth – something we often find missing when viewing tax returns. Watch now! #taxsavings #taxreturns #reducetaxes #charitabledeductions
juntowealth.com/an-easy-way-to…
English

Learn about the importance of Financial Life Planning and achieving the best life with the money you have – what we call “Return on Life” – in this recent video from @JuntoWealth. Watch now! #financialplanning #financiallifeplanning #returnonlife #bestlife juntowealth.com/financial-life…
English

At @JuntoWealth, our calling is to help more people. It’s why we chose this profession and core to Junto’s origins. And it’s the reason behind this new initiative: Watch our new video blog series for education on a wide range of financial planning topics! juntowealth.com/video-library/
English

Learn how games can help you plan for your financial future & help determine if you have enough money to live your ideal life in this educational video from @JuntoWealth juntowealth.com/your-financial… #financialfuture #financialplanning #financiallife #financialgoals #financialeducation
English

We're very excited to announce the launch of our new educational video series on the @JuntoWealth website! Watch now for insights on #FinancialLifePlanning, #TaxStrategies, #CharitableGiving, #RiskManagement, #LegacyPlanning, #FinancialEducation and more: juntowealth.com/video-library/
English

Our goal is to serve as a financial friend on life’s journey. We view money as a means to make a life, rather than using lives to make money. We want to help you achieve the best possible life with the money you have. Learn more at juntowealth.com
English