With the stock market hitting all-time highs on a what seems like a daily basis, now is the time to review heavily appreciated and concentrated stock holdings. What is intent …
Service Specialist or Advisor?
With the Department of Labor’s proposed changes, a lot of firms have changed the way that they do business. This is in theory is a good thing, as financial advisors …
What are you crossing off your bucket list?
A river cruise in Europe. RVing the lower 48 states. Scuba diving in Bali. Spending the night on the ice in Antarctica. Yes, that Antarctica. I have a client …
More Women Drive Financial Decision Making, But Fewer Seek Professional Advice
By default, single women have always taken responsibility for managing household wealth, but the latest in a series of ongoing studies into the attitudes and actions of women around financial …