Topics
Topic:
Client Services
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Estate Planning is Overrated
Just kidding. Quite the opposite, in reality. We consider ourselves some of the top cheerleaders for the estate planning profession. Hopefully after reading this you will be encouraged to give your estate planning a review…especially if it has been a few years or if you haven’t even begun the conversation. Just look at some of…
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Stewarding Our Clients Through Volatile Markets…Again
If you find yourself watching the financial headlines and getting that “Here I go again…” feeling, remember, you have lived through it before and you will live through it again. We know that declines are expected to happen and although we do not know when they will occur, they are built into our planning and…
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Bear Markets and Portfolio Reviews
If you weren’t a long-term investor in January, you are now! I had this post planned since then. I thought May/June would be as good a time as any to discuss how you can thoughtfully review your portfolio. Back then I did not know we would be in bear market territory, which makes this even…
