Stop Chasing Shortcuts
“This One Simple Trick Makes Everything Faster and Easier.” That was the title of a blog post by author Seth Godin in September 2019. How many times have you seen a headline like that, especially on social media platforms?
Fiduciaries and Freakonomics – What Do They have in Common?
This is a story about what the Department of Labor’s (DOL) Fiduciary Rule and the book Freakonomics have in common. As it turns out, it’s quite a lot. Freakonomics, published in 2005, was both entertaining and surprising because it upended…
An Unwavering Commitment to You
With seven shareholders, nine advisers, and over 150 years of collective experience, we have been working diligently on our business continuity plan to be around to serve our clients for generations.
Ten Things You Should Know About Using a Corporate Trustee
Does your will or trust include the use of a Corporate Trustee? Read through this list and confirm or reconsider the reason, the value and the importance of including a Corporate Trustee in your estate plan.
Ten Things All Successful Investors Should Know
You should know if your investment advisor is a Fiduciary. A registered investment adviser has a Fiduciary duty to act in the best interests of the client. In the words of the U.S. Supreme Court “... to continuously occupy an…