If you've experienced a recent job change, here's a path to stress less #jobsearch #newjob #layoff #financialplan
Domain Money
Financial Services
Turn your financial dreams into reality; Comprehensive financial plans built uniquely for you.
About us
Know you’re making all the right money moves. Unleashing your full financial potential isn’t easy. It requires discipline, expertise, and a great plan. Domain Money’s team of expert Certified Financial Planners® (CFP®s) get to know your goals and analyze all aspects of your financial life to create a holistic roadmap with actionable steps to reach your goals.
- Website
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https://www.domainmoney.com/
External link for Domain Money
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- New York
- Type
- Privately Held
- Founded
- 2020
Locations
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Primary
New York , US
Employees at Domain Money
Updates
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Every breadwinner needs THIS: #financialplan #financialplanning #financialplanner
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Feeling the year-end money crunch? Our Chief Financial Planner Katy Song offers a stress-free approach to wrap up 2024 in good financial shape: 1. Maximize your 401(k): Contribute what you can—every little bit helps, especially with employer matches. 2. Consider tax-loss harvesting: Offset your investment tax bill by selling underperforming assets (check with your advisor!). 3. Plan for 2025: Calculate your net worth and set one actionable goal, like tracking spending or tackling debt. For all of Katy’s year-end tips, check out this recent article from Anna Davies for theSkimm: https://lnkd.in/e6DycmPh
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With all three of the biggest indicators - GDP, inflation and unemployment - in line with 10 year historical norms, what I see is a vibrant, multi-variant economy able to evolve quickly,” says our CEO and founder Adam Dell. Reflecting on 2024, he highlights the resilience of the US economy —even after significant disruptions like the pandemic.Discover more insights from Adam and key lessons from this past year in Gregg Greenberg’s latest for InvestmentNews:
Advisors recount their biggest lessons from 2024
investmentnews.com
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Do you have what it takes to join a startup? Are you a Certified Financial Planner (CFP) professional looking for more than just a job? Take a look at Domain Money. We are hiring CFPs to keep up with our rapidly growing client base. Here is the job description: https://lnkd.in/etHrv2Tb If you are interested, please send your resume directly to our CEO at: adam@domainmoney.com
CFP® Professional Job Description
docs.google.com
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Domain Money reposted this
Do you have what it takes to join a startup? Are you a Certified Financial Planner (CFP) professional looking for more than just a job? Take a look at Domain Money. We are hiring CFPs to keep up with growing client demand. If you are interested, please send your resume directly to me at: adam@domainmoney.com Look forward to hearing from you!
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"As tech icons, the Dell brothers boast some of the most seasoned AI insights in massive world of tech. Michael Dell is the founder, chairman, and CEO of Dell Technologies (DELL), one of the world's largest technology infrastructure companies; while his entrepreneurial brother Adam Dell has funded and founded many companies, most recently as CEO of Domain Money, which focuses on using modern tech in financial advising." Watch here for the Dell brothers thoughts on the future of AI: https://lnkd.in/ee9qSMEN
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Money Lessons from the Major League Baseball (MLB) having a game plan and solid strategy can take you a long way! Exhibit A: the Cleveland Guardians made it all the way to the ALCS with one of the lowest payrolls in the league! #worldseries #moneytips #personalfinancetips
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In my opinion “the only people that should be panicking are those who are severely misallocated and misaligned with their goals.” Our head of investment strategy, Brian Matthews CFP®️ lends his insights on whether investors should be anxious about the volatility in the market at present and the massive stock market selloff that occurred yesterday. A reminder of the importance of working with a CFP® professional to plan for financial security in times of volatility. Read the full article for more of Brian’s takeaway from Charles Passy for MarketWatch here: https://lnkd.in/eCPpYjWg #stockmarket #dowjones #nasdaq #investing
Time to panic? 5 takeaways from financial pros about the stock market’s decline.
marketwatch.com