ImpactAdvisor

Modern Investing: We help investors & business owners create a better tomorrow: ultra-tailored, tax-aware, sustainable

[ImpactAdvisor @Impact_Advisor]

@RayDalio @TisBest An example for us all! Many thanks to @RayDalio and the sponsors. #Giving

[ImpactAdvisor @Impact_Advisor]

Today at noon PST-- learn what you can do about the largest financial transaction of your life!

[Jason R. Escamilla, CFA @JasonEscamilla]

Got Kids? Got Parents? Do you have a plan for the largest financial transaction of your life?

Join us tomorrow: Estate Planning w/ @CodyBarbo of @trustandwill, a #fintech making it easy to check this off your list ✅
https://t.co/PFm4sCDIzo

@mitcnc @mitsandiego @MITSloanAlumni

[ImpactAdvisor @Impact_Advisor]

As of this AM: Wells Fargo is accepting #PPP applications from business customers (accounts open since 2/15) @SBAgov #SBA

[Wells Fargo @WellsFargo]

We are working to assist our small business customers as part of the Paycheck Protection Program (PPP). We encourage customers to check our website often. Applications will only be accepted via our website to ensure our customers get the support they need. https://t.co/yJWGHAzp2B

[ImpactAdvisor @Impact_Advisor]

Dark pools allow the biggest investors to deal with large blocks of shares without first showing their hand.

Have an opinion on dark pools? We shared recently our thoughts with Money Observer:

https://t.co/3KtkB2y7Rn

#investing #Markets #trading

[ImpactAdvisor @Impact_Advisor]

We gave The Boston Globe a less-dire take on U.S. recession risk.

“We have the power to outspend, certainly in the near-term, any adverse effects from China...” said @ImpactQuant

Tap below for the rest of our quotes this week:
https://t.co/MhFosP2Aqn

[ImpactAdvisor @Impact_Advisor]

China's currency "on-sale" -- down 12% since the trade war started -- may ultimately be a positive for consumer sentiment (cost of buying toys and iPhones)

Tap below for our quote in Fortune this week:

https://t.co/5rAufF3Pqt

[ImpactAdvisor @Impact_Advisor]

In today's @usnews quote, we want more investors thinking about "margin of safety" as: how favorable the outlook on resale-value is, relative to the:
1. price paid
2. income you get
3. downside risk
https://t.co/VjnpMxXJy8
#investing #risk #wealthmanagement #retirement #bonds

[ImpactAdvisor @Impact_Advisor]

Quantifying impact: interesting findings here

[Jason R. Escamilla, CFA @JasonEscamilla]

You can get some surprising results when you actually quantify the impact. Here's a great article: https://t.co/Eujj1nwVOR #reuse

[ImpactAdvisor @Impact_Advisor]

7 Best Podcasts for Investors | Investing 101 | US News
@JasonEscamilla reco: @bsurveillance: “perf combo...the most knowledgeable guests in the industry & smart questions around the day's most interesting issues.” #investing Great write-up @barbfriedberg!
https://t.co/Mtv6YmSYhh

[ImpactAdvisor @Impact_Advisor]

U.S. News: How A.I. Will Change Investing -- "Human advisors have a good sense of the value of their client's time and when to make the call," says @JasonEscamilla, CEO at @Impact_Advisor

https://t.co/aFZaPyEzWY

#ArtificialInteligence #Crypto #WealthManagement #investing

[ImpactAdvisor @Impact_Advisor]

@USNewsMoney: How A.I. Will Change Investing -- "Human advisors have a good sense of the value of their client's time and when to make the call," says @JasonEscamilla, CEO at @Impact_Advisor

https://t.co/aFZaPyEzWY

#ArtificialInteligence #Crypto #WealthManagement #investng

[ImpactAdvisor @Impact_Advisor]

@USNewsMoney: How A.I. Will Change Investing: "Human advisors have a good sense of the value of their client's time and when to make the call," says @JasonEscamilla, CEO at ImpactAdvisor #artificialintelligence
#wealthmanagement #crypto #financialplanning https://t.co/aFZaPyEzWY

[ImpactAdvisor @Impact_Advisor]

ImpactAdvisor was quoted in The Epoch Times today:

“But the trade war’s effects are a rounding error compared to the huge tailwind created by tax reform. Tax reform alone will continue to drive corporate profits.”

#taxreform #investing #finance #tax
https://t.co/bhieAmPhar

[ImpactAdvisor @Impact_Advisor]

@GregLeidner HBD, Leidner!! 🎉

[ImpactAdvisor @Impact_Advisor]

It will blow up. It will be ugly. But it’s going to be one heck of a rocket ride between now and then. #bitcoin #cryptocurrency #bubble #tulips https://t.co/xAx91EbKKh

[Jason R. Escamilla, CFA @JasonEscamilla]

I just published “#1 Reason 2018 Will be the Year of the Crypto Asset Class (and not 2017)” https://t.co/7Bc2BIMzr3

[ImpactAdvisor @Impact_Advisor]

"Pitfalls of robotically investing in bonds using outdated asset allocation models" https://t.co/pnBWwfDZJc #bonds #markets #personalfinance

[ImpactAdvisor @Impact_Advisor]

Sustainable Investing is taking off. Coincident to the election or as a result of? #SRI #ESG How about a lot of both. https://t.co/23dTQBC0UN

[Bernice Napach @bernice_napach]

Trump has become an accidental salesman for sustainable investments, many funds are outperforming @MorningstarInc https://t.co/k5663bb1tB

[ImpactAdvisor @Impact_Advisor]

One image says so much. https://t.co/8zv7FZeTyG

[Greenpeace USA @greenpeaceusa]

Did you enjoy the solar #eclipse today? Tell us about your experience! #CelebrateSolar 🌞

[ImpactAdvisor @Impact_Advisor]

This is the #1 chart to consider right now if you have no long-term financial plan in place: https://t.co/3MvnUVLx8f on @LinkedIn

[ImpactAdvisor @Impact_Advisor]

Now $1 in $5 under prof. management Sustainable/Resp./Impact invested @US_SIF 2016 data released today! #ClimateChange #beforetheflood