Lily Styrmoe

Advisor

Lily Styrmoe CFP®, CSRIC™ is an advisor with TCI Wealth Advisors passionate about aligning financial goals and values to protect the environment for future generations. She is an industry recognized leader in sustainable, responsible and impact investing. To learn more, visit, tciwealth.co/sustainability.

Investment strategies

Why I’m looking at SMAs in 2022

Interest in ESG the desire for personalized investments make these accounts more and more attractive.

By Lily Styrmoe

February 1

TRENDING

Technology

Carson Group's Dani Fava on data strategy, AI bias and disconnecting from your desktop

In a Q&A with tech innovator Dani Fava, the new chief strategy officer for Carson Group explains where the rapidly growing firm is headed next, and the importance of using AI as a time saver.

By Rachel Witkowski

8h ago
Tax

Supreme Court case highlights planning strategies for family businesses

When a small company holds a life insurance policy, estate planning gets complicated — which is why assigning it to an individual or a family may be the better choice.

By Tobias Salinger

8h ago
Retirement

Social Security's customer service worsens amid 'dire' underfunding

As Congress battles over shutdowns, Social Security's staff has dwindled to its smallest size in decades. For retirees, that means longer wait times and delayed benefits — but advisors can help.

By Nathan Place

11h ago