Learn more about our coordinated wealth management services.Many people mistakenly believe that it is important, or even safer, to have multiple financial accounts with multiple advisors. With this approach, there …
Comments on Last Week’s Market Volatility – February 13, 2018
Though last week may have been unnerving for many, the dramatic changes in stock values were not unexpected. The significant declines were orderly and only the past few weeks’ gains …
You Will Be a Victim of a Data Breach. Are You Ready?
We live in a digital world where computers store our most sensitive information. This interconnected technological world makes life easier for us. But it also puts us right in the …
To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?
Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal coins are used. No central bank issues the currency, and no regulator …
Stuck in Colder Weather: Navigating the Challenges of Divorce
When I considered writing about divorce, I thought the piece would have to strike the right tone and tenor. I struggled with what that is. Does it even exist in …
Five Time-Tested Conclusions about The Financial Markets
Reflecting on my 40 year career in the financial services industry prompts me to share some personal observations of the best kept secrets for managing money. A simple touch of …
