What does it take to become a successful and growing registered independent advisor (RIA)? Building relationships, strategic planning and a hard-working team, to name a few. That’s why we’re proud to be included in Financial Advisor Magazine’s annual ranking as one of the top RIAs in the
The Senate and the House closed in on a final version of the tax bill on Friday, as Republican leaders stay on track for final votes on the consensus bill next week. Some tempting planning opportunities might come to fruition next year, but tax advisers suggest that
The role of a financial advisor has evolved tremendously over the past 20 years and you may not even realize how a financial advisor can be invaluable to you today. The financial professional of years ago was usually a commissioned broker who helped you with an investment portfolio
It’s the most wonderful time of the year. The holidays are upon us and that means it’s time for bright lights, cheerful decorations, sweet treats and of course jovial holiday greeting cards that can bring a warm smile on the most wintry of December days. Check out
This is the time of year we give thanks. We give thanks that 2017 has been a surprisingly strong year for our country so far, even if it hasn’t always felt that way. We give thanks that we still celebrate the diversity of our people and opinions.
Halloween may be the “spookiest” time of the year, but we find many people are constantly scared of their financial future. It’s a fact that saving for retirement, setting priorities and managing your spending isn’t easy. While developing smart financial habits takes time and effort, the best
Death and taxes are two sure things in life. But steps you make before the end of the year can help mitigate the tax bite you’ll face come next April. That holds despite the debate over tax reform in Washington. House Republicans hope to introduce a tax
Buying a home is one of the most — if not the most — significant purchases of your adult life. So, you’ll want to make sure you’re really ready. Here are three steps that’ll help you do that: Sort your money out First and foremost, get your finances in order
Our clients are some of the most generous people we know. That’s why we are proud to follow their lead as we support efforts to help those affected by Hurricanes Harvey and Irma. We have been relieved to know that our clients are safe and well, and
In the not-too-distant past, financial advisors and clients often focused primarily on investments. Advisers focused on managing investment portfolios toward agreed upon client targets and related asset allocation benchmarks. The relationship was judged primarily on performance, and good results led to satisfied clients. Today, advisers work in
