Let’s be frank—estate planning and discussing the prospect of dying aren’t any fun. After all, who wants to invest time and money preparing for a scenario in which they are…
AdvicePeriodFebruary 18, 2016
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As a pilot you learn to trust your instruments and ignore your gut; and in a turbulent storm that discipline can save your life. Our job as wealth advisors is…
AdvicePeriodFebruary 11, 2016
It’s Super Bowl season, and I’m once again reminded of the unlikely parallels between football and investing. This connection dawned on me 12 years ago, when a storied NFL quarterback…
AdvicePeriodFebruary 4, 2016
It's no surprise that the global equity markets have started the year on a volatile path. The assumed culprit is the fear that a potentially global economic slowdown is intensifying. …
AdvicePeriodJanuary 20, 2016
There’s no doubt that 2015 was a frustrating year for many investors: With stocks, bonds, cash and commodities all flat or down, there was almost no way to make money…
AdvicePeriodJanuary 14, 2016
Steve Lockshin's book, Get Wise to Your Advisor: How to Reach Your Investment Goals Without Getting Ripped Off, was recently reviewed by Jean Brunel, Managing Principal of Brunel Associates, LLC in…
AdvicePeriodMay 19, 2015
What if you went to the zoo with your family, bought a ticket, and exclaimed to anyone who might listen that you “couldn’t wait to see the animal!” People would…
Steve LockshinFebruary 9, 2014
For families using a trust to protect and transfer assets to succeeding generations, choosing the right trustee is critical. Trustees—who can be an individual such as a relative, or an…
Steve LockshinJanuary 31, 2014
