It’s no secret: The holiday season is fun, exciting, and expensive! From phone apps to spending tips, here are a few ways you can save money this shopping season.
Like with most advanced financial concepts, not many people are familiar with financial risk tolerance. But it’s critical that everyone who wants to invest money understand how risky they are by nature – especially when it comes to finances.
DISCLAIMER: This post is not endorsing any candidate for the office of the President of the United States of America. Sorry, no juicy antagonism here. We know, that’s pretty boring. But with all the mudslinging this election season we’ve decided to try to dig into some actual facts for our friends, partners, blog readers, and fellow […]
Rick Diamond, AIF, announced today the launch of a new financial services company created to help individuals, families, and business owners understand complex financial options and empower them to make sound financial decisions. The ROI Group, LLC, is headquartered at 550 American Avenue, Suite 203 in King of Prussia, Pennsylvania. The ROI Group’s family-focused, business-minded […]
When we first meet with individuals and families about their finances, we typically sense apprehension and nervousness. Many times people have met with financial planners who have sounded like used car salesmen trying to recommend insurance policies right away. In some cases, people are looking to replace financial advisors who just haven’t performed well or who […]
If you’ve read about The ROI Group and our leadership, you know that our focus is on education and collaboration. As part of our mission to share our 30 years of business experience with owners of startups, growing and mature companies, and family-owned businesses, we have developed multiple resources outlining tips, tricks, challenges, and solutions […]
You have no doubt heard of – and probably own – health insurance, auto insurance, and homeowner’s or rent insurance. You might even have life insurance. And maybe your parents purchased some form of long term care insurance. But have you ever heard of income insurance? We didn’t think so. That’s because this type of […]
As business-minded professionals, we love talking shop with other business leaders every day to understand what makes them tick. We’re also in the habit of sitting in on webinars, reading articles and blogs, and watching videos so that we can continue learn about what makes companies and organizations successful. We wanted to share a video […]
If you’ve ever sat down with a financial planning adviser, life insurance salesman, or business consultant, you’ll know where we’re coming from – and why we launched The ROI Group for individuals, families, and businesses. While we personally know and have worked with many honest, hard-working, talented professionals in each of these business categories, we’ve […]