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
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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
