Our Thoughts

This is the time of year when many folks are in flux. The Holidays, Valentines Day, and even Easter is in our rear-view mirror(s), which means there are fewer gift-giving situations that are ...

were together—is a trying time. The heartbreak of divorce can be exacerbated when financial stresses come into play. On top of emotional upheaval of the split itself, not knowing how one will be ...

When the Department of Labor rolled out its Fiduciary Duty Rule for brokers, it seemed like a no-brainer to many.  At its core, after all, the whole point of forcing brokers and wealth management ...