A great question for advisors from Keith Beverly, CFA heading into the weekend of a new federal holiday: Who is John Brown? financial-planning.com/opinion/a-ques…

Much of the DEI conversation centers on “how can we help problematic big white firms become less problematic?” rather than “how can we help small BIPOC firms become big?”

If you aren’t #Listening #Relinquishing and #Advocating can you really call yourself an Ally? 🤔

Important racial wealth gap paper released last week by my colleague @kamila_elliott. #racialwealthgap #ThoughtLeadership #grid202 #blackCFPPro fortune.com/2021/06/17/pay…

Am I good enough? Yes, I am. The mantra I practice daily. Simone Biles, we are proud of you and we are rooting for you. Congratulations on the the silver medal, Team @USA! 🎊

Congrats Feraud Calixte, JD, CFP®! Remember this conversation… You: Bro, I’m moving into a new office space. Me: That’s a good look. What are rents like in Burlington? You: Oh, I honestly don’t know. I’m buyin the building. 🤣The Ultimate flex without tryin Keep doing big things my guy💪🏾

If you’re looking for a comprehensive summary of today’s racial equity investing landscape, I’d highly recommend reading Croatan Institute recently released report: croataninstitute.org/2021/10/27/cro… Thank me later. Enjoy! #racialequityinvesting #diversemanagers #diversefounders #impactinvesting

Interested in our take on racial equity investing? Check out my colleague, Deborah Adeyanju’s, latest piece: grid202partners.com/blog/racial-eq…

Thank you for the recognition Financial Planning! Truly an honor to be acknowledged alongside such an impressive group of colleagues. @kamila_elliott Chloé Moore, CFP® @emilesmattingly Luis F. Rosa, CFP®EA Dana L. Victor Orozco, CFP®, CSRIC® #humbled #blessed #WealthGapClosers

Looking forward to tomorrow’s conversation about incorporating racial equity when investing in publicly traded stocks. It should be a great discussion! #impactinvesting #DEI #ESGinvesting #racialequitylens #BlackCFAPro

As a proud SEO Alum (‘01), I’m beyond excited to speak with SEO law fellows next week! I know the wealth gap is real but this stat of Black law school graduate a having 97% more student loan debt than their white counterparts even took me by surprise. 👨🏾‍🏫👩🏾‍🏫 linkedin.com/posts/keithbev…

Family privileges don’t apply to the big, well funded company or organization where you work. Family is family. And I go above and beyond for fam. But them…I don’t know them so yeah I’ll need a💰. Otherwise, they’re deploying you to extract resources from the community.

Super honored to make this list again this year. Let's Go!

America is terrifying.

I'm honored to be a Rising Star finalist for the #ExcellREPRESENT Women in Wealth Management Awards! Congrats to all finalists & thanks to Carson Group, Fidelity Investments, Financial Independence Group, & @MarinerWealth for the recognition!👉loom.ly/rS-DGRw #wealthmanagement #awards #women

Kyrie Irving thoughts: I do NOT take the position that I speak for ALL black people. I speak for myself & my experiences.I come to the table with my sword down. I come to the table to engage in dialogue with empathy. We have to continue to EXCHANGE….

To all my Allies out there. Begin your texts/emails today with Happy MLK day to your black friends. Will definitely help your chances of making it to the cookout. #MLKDay2023 ✊🏾

Advisors Anna N'Jie-Konte, CFP® 🇵🇷🇬🇲 and Keith Beverly, CFA are seeking to build their own RIA aggregator rather than joining any of the existing ones. Here’s a look at their plans for the new firm. #blackowned #financialadvisors trib.al/3Vq9Avj

Register free to attend FP’s Leaders Forum next week with Keith Beverly, CFA of Re-Envision Wealth and Yonhee Gordon of JMG Financial Group. #Schwab #Fidelity #RIAs #referrals bit.ly/3PSadxk