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Good Financial Reads: Wealth-Building for Tech Professionals
Published on August 29, 2025
Is Your Company Going Public? Stop Obsessing About Taxes. Start Obsessing About Your Life.
by
Meg Bartelt, CFP®, MSFP, RICP®
,
Flow Financial Planning
Continue reading on website
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Momentum Strategies & Physics: What Mass & Velocity Tell Us
August 29, 2025
Recently, we have seen rapid shifts in and out of various sectors and stock factors that disrupt momentum strategies. Therefore, understanding how momentum strategies work can help you better identify when they might be effective and when it's time to switch to a different approach.
Zephyr's Adjusted for Risk: Investment, Innovation, and the Next Gen Advisor
August 29, 2025
Zephyr's Ryan Nauman and Nate Lenz, co-founder and CEO of Concurrent discusses the evolution within the wealth management industry, focusing on the rise of next-generation financial advisors, the importance of technology adoption, and the need for efficient practices and infrastructure.