Blog | Revolutionizing Wealth Management

Fiduciary Advisors

Are You Overpaying Your Financial Advisor?

It wasn’t that long ago that stockbrokers could earn significant commissions—upwards of $100 per trade—by talking their customers into buying the latest hot stock. There were sales of touchdown bonds;…

AdvicePeriodMarch 10, 2016

Estate Planning

Control and Access: The Case for Estate Planning

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

Investing

Which Way Is Up?

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

Fiduciary Advisors Investing

Football and Financial Planning: Sticking With a Rational Game Plan

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

Investing

Worth Sharing: Sell-Offs Without a Recession

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

Investing

Why You Should Let 2015 Go (and maybe 2016, too)

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

Other

Get Wise to Your Advisor Book Review

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

Investor Behavior

“I’m Here to See the Animal!”

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

Fiduciary Advisors

Putting the “Trust” Back in Trustee

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

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Our perspectives are what set us apart.

Are You Overpaying Your Financial Advisor?

Control and Access: The Case for Estate Planning

Football and Financial Planning: Sticking With a Rational Game Plan

Why You Should Let 2015 Go (and maybe 2016, too)

Get Wise to Your Advisor Book Review

“I’m Here to See the Animal!”

Putting the “Trust” Back in Trustee

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