Latest Posts

What do you want your money to accomplish and what would you like your legacy to be?

This event from our Money Smarts series focused on the rules of Section 199A of the recent tax reform law.

The aging conundrum: whether a solo ager or with a familial circle of support – creating a long term care plan: living...

Brio's COO, Abraham Martinez sat down with the Chris Hunt of the Health Hacker Podcast.

We had our wonderful Estate Planning Attorney partners, Loulena Miles and Miguel Torres join us to discuss the ins and...

This recording provides suggestions for teaching your kids about money—including how to save and invest it—at all ages...

Aubrey Hone, JD/LLM, joined Abraham Martinez, CFP, to discuss how they plan Employee Stock Purchase Plan (ESPP)...

We enjoyed participating as the Presenting Sponsor for this FUN event!

Daniel Platt, CFA, discusses how individuals let emotion and psychology influence decisions (financial), rather than...

Tom Logan, CFA Investment Strategist from BlackRock join us for a discussion on “Understanding International Markets and...