By now you are undoubtedly aware of the unprecedented turmoil in our nation’s capital related to the election. These events are troubling, and clearly, we as a nation will be…
AdvicePeriodJanuary 7, 2021
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The elections are over, and it appears likely that we’ll have at least two years of divided government, with Joe Biden as president, a Democratic House, and a Republican Senate. Democrats’…
AdvicePeriodDecember 15, 2020
Can 2020 please be over now? With a deadly pandemic, sweeping economic destruction, and nasty election battles, this has been a year most of us would like to forget —…
AdvicePeriodOctober 31, 2020
Teaching our children financial responsibility should be one of our top priorities as parents. Fortunately or unfortunately, financial know-how is a skill that, when honed, can give your children a…
AdvicePeriodSeptember 9, 2020
The Current Regime. As a result of the Tax Cuts and Jobs Act of 2017, the federal estate and gift tax exemption is the highest it has ever been. Under…
AdvicePeriodAugust 6, 2020
With today’s technology, some may say it’s easy to be a “financial advisor.” There are tools that almost completely commoditize investing. Little do clients know that with tools like Betterment,…
AdvicePeriodJune 29, 2020
Tips for Successful Client Prospecting You don’t have to be a typical salesman or saleswoman to be successful at prospecting as a financial advisor. There is an art and science…
AdvicePeriodJune 23, 2020
It’s the scenario investors dread: The stock market plummets and along with it, the value of their accounts. Panic ensues as investors demand their advisors sell out of the market…
AdvicePeriodAugust 24, 2018
