My good friend and financial advisor is working with Merrill to research and spread knowledge about the nature of wealth in “communities with people of color.”
By the way, I do not work for Merrill or have any affiliation with Bank of America. I am doing my part to spread the wealth (pun intended) and change the narrative. This is important work for both the marginalized communities who benefit directly and those who support, understand and believe in the vision of a more equitable future for all.
You can either view or download the report here:
I am also considering whether to invite a few of the contributors to an information-sharing forum but will let my followers know if Merrill schedules one themselves. Please feel free to reach out to me for more information or add to the discussion below: