It’s that time of year when many people set goals with the hope of changing their lives in the months to come. Some may set their sights on losing a significant amount of weight or… +

Advisors are clients too ― we just don’t realize it.But if we did, then we might glean insights from our perspective as clients that would have meaningful bearing on our role as advisors.To further explain,… +

For 21 years, we have been meeting with clients in person, for dinner, for golf, to review their financial statements and more. It’s the way we’ve always done business. But given how fast technology is… +