Our latest "Everyday Wealth in America" research reveals the many different issues and pressures shaping Americans' financial lives. From family responsibilities to the impact of politics and inflation, explore how the crossroads of life and money can impact your wealth journey: https://bit.ly/EFE-EWIA-24 #FromHereForward
Edelman Financial Engines
金融服务
Santa Clara，California 33,569 位关注者
We believe everyone deserves to move their financial life forward.
关于我们
For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward. Our founders set the tone for our mission – giving individual investors access to sophisticated investment modeling tools that were previously available only to institutional investors, and providing financial planning and wealth management advice with the belief that everyone should have a trusted financial advocate who is always acting in their best interests. Today, we’re one of America’s top independent wealth planning and workplace investment advisory firms, serving more than 1.3 million clients (as of Dec. 31, 2023). Our unique combination of high-tech and high-touch services helps people wherever they are on their personal financial journey. Through our Wealth Management services, we deliver straightforward wealth planning and investment advice to help individuals and families connect the dots between key parts of their financial life so they can build, grow, protect and preserve their wealth. Through our Employer Services, we work with many of the nation’s leading employers, offering an integrated suite of personalized financial solutions to support employees across their major life events and milestones – from their first paycheck all the way through retirement. In serving clients from coast to coast, we know that when individuals have better confidence and command over their own financial journey, this can have a positive lasting impact on families, communities, and generations over time. This mission-driven purpose is deeply embedded in our values, our culture, and across all of our teams.
- 网站
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https://www.edelmanfinancialengines.com/
Edelman Financial Engines的外部链接
- 所属行业
- 金融服务
- 规模
- 1,001-5,000 人
- 总部
- Santa Clara，California
- 类型
- 私人持股
- 创立
- 1987
- 领域
- Investment Management、Retirement Planning、Financial Planning、Tax Planning、401(k)、401(k) Rollovers、Roth IRA、Estate Planning、Insurance Guidance、IRAs、Wealth Planning、Wealth Management、Fiduciary和RIA
地点
Edelman Financial Engines员工
动态
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Feeling wealthy is more than just a number ?? Our latest Everyday Wealth in America research found that many Americans – even millionaires! – don't feel financially secure. Understand the evolving definition of wealth and what it would take for Americans to feel more confident in today's economy. Read more on CNBC: https://ow.ly/3acf50Uc2oo #FromHereForward
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In recognition of National Native American Heritage Month, we recently had the honor of welcoming Valerie Red-Horse Mohl – a Senior Financial Professional, award-winning filmmaker, U.S. Treasury appointee and Native American economic development specialist. Valerie shared her inspiring professional and personal journey as a Native American businesswoman with our team, highlighting the importance of collaboration and partnerships within the Native American business community. Thank you, Valerie, for sharing your inspiring story. Your commitment to investing in and partnering with tribal nations across the U.S. has truly opened our eyes to how incremental actions can lead to sustainable change. And thanks to NOTA Inclusion for partnering with thought-provoking speakers like Valerie who equip our colleagues with actionable ways to ally! #FromHereForward
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Proud of how our teams help advance financial literacy in their communities. Thank you, Daniela Villegas, for hosting this recent Dollar Sense session at The Possible Zone. #FromHereForward
Award-Winning Diversity, Equity, Inclusion (DEI) Leader | Colleague Empowerment | Talent Development
Kudos to my colleague, Daniela Villegas, who hosted our Dollar Sense Financial Literacy Program in Spanish at The Possible Zone in Boston, MA. Regarding her experience, Daniela shared, "I have always valued the financial teachings my mother taught me, she taught me how important it was to use every dollar you made. However, there is a lot she didn’t know and did not have access to financial literacy programs that were easy for her to understand. My mother immigrated from Nicaragua at age 9, she has taught me so much about life and about helping others. It was truly a very?rewarding experience for me to present Edelman Financial Engines Dollar Sense program in Spanish to people who shared very similar background to my own. I am grateful for the opportunity and look forward to continuing to help others have access to financial literacy programs in both English and Spanish." Thank you for stepping up to share your expertise with others, Daniela Villegas! #FromHereForward
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This #VeteransDay, we take a moment to recognize and celebrate the incredible sacrifices made by our veterans. Their bravery and dedication have helped shaped our nation and continue to inspire us every day. As we reflect on their service, we're proud to share a special video featuring colleagues from our VALOR Veterans ERG. The stories of their military service remind us of the strength and resilience that define our community. Thank you to all veterans for your service and commitment. We are grateful for your sacrifices and proud to stand alongside you. #FromHereForward
VALOR ERG - We Celebrate our Veterans
https://www.youtube.com/
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Ignoring politics is a great long-term investment strategy argues our Chief Investment Officer, Neil Gilfedder, CFA. So, what does that mean for an investment strategy over the next four years and beyond? Read our CIO’s post-election take: https://lnkd.in/eQmEMdRs #FromHereForward
A Diversified Portfolio Outlasts Election Cycles
edelmanfinancialengines.com
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If you think the Fed’s rate decisions are the only thing moving the stock market, think again. Neil Gilfedder, CFA, our Chief Investment Officer, explains how earnings growth impacts long-term stock performance and why diversifying your portfolio is more crucial than ever. Ready to see beyond the headlines? Dive into the details with our latest Market Insights article: https://ow.ly/Hqhz50U2qkl #FromHereForward
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Is the election causing you to question your investment strategy? Our planner Rose Niang shares important tips to make sure political emotions don't derail your financial plan. Read more on TheStreet: https://ow.ly/chNI50TXZbF #FromHereForward
Presidential Elections: Stay Calm and Invest Smart
thestreet.com
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Join us for expert perspectives on financial challenges we all face. Five sessions, two personal finance guests and a special topic, "How to Avoid the Election Trap." Tuesday, October 29 | 11 a.m. ET REGISTER NOW: https://ow.ly/KQTh50TSE8G
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Is $100,000 a year enough to stop stressing about making ends meet? $200,000? Discover what our Everyday Wealth in America research found and how it could affect your financial future, along with insights from Amin Dabit CFP?, our SVP of Traditional Wealth Planning, on Fox Business Network: https://ow.ly/CiSH50TS1gj #FromHereForward
Nearly 60% of Americans say $100K income required to curb expenses anxiety: study
foxbusiness.com