No. 81 of 106 Things We Do For Clients Distribute information, including our own blog posts, that discusses significant and/or new financial concepts.
“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 […]
No. 80 of 106 Things We Do For Clients Help educate you, your partner, parents, children, and grandchildren about investments and financial concepts.
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 […]
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.