Our hosts are Dr. Nancy Lottridge-Anderson, President of New Perspectives and Ryder Taff, portfolio manager at New Perspectives. Nancy and Ryder are both Chartered Financial Analysts and Ryder also holds the Certificate in Investment Performance Measurement from the CFA Institute. https://www.newper.com/

FINRA: the Financial Industry Regulatory Authority suggests how to approach setting your goals. https://www.finra.org/investors/personal-finance/set-your-financial-goals

College Savings Calculator: https://tools.finra.org/college_savings/

Retirement Calculator: https://tools.finra.org/retirement_calculator/

Hosted on Acast. See acast.com/privacy for more information.