It’s already 2020. Once again, the holidays were a blur—and, once again, Congress passed significant legislation at the last minute. This time, it was the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which… +
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Prioritizing Your Financial Health in the New Year
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… +
What won’t change about client-advisor relationships
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,… +
What won’t change about client-advisor relationships
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… +