Sophia Wealth Academy Blog

Speaker Spotlight – Nadeem Kassam & Luiz Furlani

| Speaker Spotlight

For most of us, understanding the various financial markets and their impact on the economy as well as our personal finances can be a daunting and confusing process. However, for Nadeem Kassam, Head of Investment Strategy, Private Client Group – Raymond James, and Luiz Furlani, Associate Investment Strategist – Raymond James, it is a dynamic ...

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Managing Money in Changing Times

| Financial Planning

You have likely heard the expression, “the more things change, the more they stay the same.” We believe this to be true in the world of finance as well. Of course, there are always idiosyncratic differences with every passing day. The rain today might be a bit heavier than it will be tomorrow. This November ...

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Not all Goals are Created Equally

| Tools, Talks & Resources

According to Irene Nizzero, not all goals are created equally. In fact, Irene, who is a certified coach, teacher and presenter on themes related to human resilience and flourishing, very rarely uses the word “goal”. “I prefer just about anything else,” she says. “I would like people to eliminate the word from their vocabulary because ...

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