Helping investors create a better tomorrow.
#WealthManagement
#Fintech #ESG
I believe in harnessing the power of business -- our greatest force for creating a better tomorrow.
25+ years as a Finance guy
CEO - IMPACTADVISOR.com
M.I.T.: MBA - U.C. Berkeley: Econ
CFA Charterhodler since 1999
#TaxOptimization: FreeTaxCalc.com
#SustainableInvesting: CustomESG.com
#DirectIndexing: x.ImpactLabs.com
Invited by: Mike Lin
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Day | Followers | Gain | % Gain |
---|---|---|---|
March 18, 2024 | 295 | -1 | -0.4% |
April 13, 2023 | 296 | 0 | 0.0% |
October 10, 2022 | 296 | +3 | +1.1% |
August 16, 2022 | 293 | +3 | +1.1% |
July 10, 2022 | 290 | +6 | +2.2% |
June 03, 2022 | 284 | -3 | -1.1% |
April 26, 2022 | 287 | +3 | +1.1% |
March 18, 2022 | 284 | +5 | +1.8% |
January 20, 2022 | 279 | +5 | +1.9% |
December 13, 2021 | 274 | +4 | +1.5% |