Our Why
Only 33.5%
Only 33.5% of Black households owned stocks in 2019, according to data released recently by the Federal Reserve.
Among white households, the ownership rate is nearly 61%.
Hispanic and other minority households also are less likely than white families to own stock.
Who We Are
BIG serves to assist individuals experience financial well-being. Together with our clients, we’re contributing to a more financially equitable and resilient world – today and for generations to come.
BIG is dedicated to transforming the delivery of financial wellness through finance & investing education, real world application of methodologies, finance & investment research, and community collaborations.
Mission
Our mission is to empower people to reach Income Independence.
Education
Personal Finance, Investing, & Corporate Finance
Research
Market Securities & Investment Strategies
Consulting
Finance, Investing, & Treasury Management Strategies .
Asset management
Administrator & Portfolio Manager
Our IMpact
Improving Americans' financial knowledge, single income dependency, and confidence in the areas of saving, spending, and investing through Fun & Interactive Education
Schedule a free Group course for Your Organization
In Our Onging Committement To The Community & Social Impact
Course Topics Include:
Creating a Budget
Stacking Savings
Building Credit
Paying Off Debt
Investing
WHAT PEOPLE SAY
Great Service very professional definitely recommending to friends and family!!
Josh Roth
Financial Wellness Path
Achieve Healthy Finances
Invest To Grow Your Money
