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Be Wary of Predictions in Economy and Elections

“I rarely have seen economic fundamentals as good as they are now.” I heard this observation from Greg Valliere, the chief global strategist at Horizon Investments, in a May 18 keynote address. He listed numerous positives for the economy, especially the very low unemployment rate, the tax cuts, the increase in government spending via the […]

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Legacy Parenting and Financial Planning

Fiduciary, client-centered financial planning is dynamic, ongoing, and evolving. The collaboration between client and planner is a relationship that often lasts for a client’s’ lifetime. Sometimes that relationship even extends beyond a client’s lifetime if they have children or leave money to a foundation. Children may become the stewards of their parents’ financial legacy via […]

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106 Things We Do For Clients, No. 79

No. 79 of 106 Things We Do For Clients Share knowledge (while maintaining absolute confidentiality) gained from the experiences of dozens of clients who have faced circumstances similar to yours over the years.

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