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What is Wealth Management and how does it compare to other financial services?
The financial advisory industry contains countless iterations of services, products, and professionals. The title of an advisor and how they define their services are important, but there is no consistent
Read moreI don’t know, and I bet you don’t either. IS IT A CURRENCY? Traditionally a currency must perform three functions: Currency is a unit of account Currency is a storer
Read moreWomen and Wealth: Taking Charge of Your Finances
When it comes to financial planning, women are likely to face different challenges than men. For one, they earn less than men on average, and they’re more likely to work
Read moreHow Does Dollar-Cost Averaging Work?
When you’re in a traffic jam on the highway, you may find yourself trying to merge into whichever lane is moving fastest at the moment, only to find yourself falling
Read moreWhat does your advisor’s initial client experience tell you about your future relationship?
The initial client experience is a critical period in the client-advisor relationship. Having a personalized experience provides a strong foundation for establishing a long-term professional relationship. When advisors have a
Read more4 Key Tips for Building a Stock Portfolio
Investing in stocks is arguably the most exciting and crucial aspect of building your investment portfolio. Stocks provide the capital growth that drives the value of your portfolio upwards over
Read moreCOVID-19 Tax Credits For The Self-Employed
Recently enacted legislation provides tax credits for Sick Leave and Family Leave for certain self-employed individuals. The new law provides a tax credit for Sick Leave for eligible self-employed individuals
Read moreSteps To Secure Your Social Security Benefits
BEFORE YOU ARE AGE 40 Create your personal “my social security” account at ssa.gov Check your statement every year to assure you are getting credit for all your social security
Read moreThe Most Impactful Trends for 2021
2020 was a difficult and unusual year in almost every aspect. Yet out of this turmoil rose many societal trends, inventions, and changes in government that are destined to shape
Read moreWhat is a Fee-Only Fiduciary and why is it important you choose one as your wealth manager? Why should working with a Fiduciary it be important to you? “A fiduciary
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