Blog

Sushi and the Art of Stockpicking

Published by Rob Furlong Every year around the Oscars I remember that between two kids, a career and countless other commitments, I haven’t seen any movies since, well, the same time last year. This leads to a week of late-night binge watching, usually of movies that have lingered in my Net …

5 Ways To Make It Easy

Published by Paul West I was listening to the great Eagles song, Take it Easy, on iTunes Radio recently. The song made me reflect and think about what clients want to feel from the services provided by their Wealth Advisor and advisory firm.

Understanding the Fiduciary Duties of a Trustee

If you have been named as Trustee or Successor Trustee of another’s Irrevocable Trust, you may be wondering what exactly the role entails. For Successor Trustees, your duties will not begin until the current Trustee is no longer able or willing to perform in that capacity.

We’re Buying Pieces of Companies

“I think you have to learn that there’s a company behind every stock, and that there’s only one real reason why stocks go up. Companies going from doing poorly to doing well or small companies grow to large companies.” – Peter Lynch

The Future of Energy Stocks

Published by Jake Bleicher The price of oil has been cut in half since June when West Texas Intermediate (WTI) was selling at $107 per barrel. The excitement has provided ample fodder for industry analysts and media journalists to speculate about future prices. Some of the leading soothsaye …

Gun Trusts: A Way to Avoid Unknown and Unintended Risks

America leads the world in gun ownership per capita with 90 guns existing per 100 residents. According to the Pew Research Center, 40% of individuals age 65+ own at least one gun. Some of the guns that are owned are classified as “Title II Firearms” and are regulated by the National Firearm …
1 2 3 47 48 49 50 51 52 53 54

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation

Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

Download Now!