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Why Should I Hire a Financial Advisor?

As an advisor, we get tasked with showing someone why they should pay us to give them advice. If clients can do it all themselves or hire a computer to invest, what is the true value of having a financial advisor? Is it really worth it?

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The Importance of Portfolio Diversification

The famous stock market axiom, “it’s the bus you don’t see that hits you”, nicely underpins the reasons behind maintaining a diversified portfolio. The stark reality of investing is that there are unknowable landmines. Even though investment managers and analysts spend hundreds of hours sco …

Protecting Your Wealth

Published By Ron Carson It’s a confusing time for ultra-high-net-worth investors who have already accumulated their wealth and need to protect it.

How to Identify and Avoid Fraudulent Communications or “Phishing”

In this day and age, electronic communication has made huge improvements toward making communications quick and convenient. However, we must remain vigilant in protecting our valuable personal information. We believe the best safeguard is for you to educate yourself on what “phishing” is, h …

What’s in Your Wallet? A Powerful Portfolio Management Tool

Published by Rob Furlong When considering portfolio management tools many people think about complex spreadsheets or Bloomberg terminals flashing red and green stock quotes all day. While these are necessary, they are far from the most significant tool. I carry my most powerful portfolio ma …

How To Choose The Right Investment Professional For You

Published by Andrew Rogers, Strategic Opportunities Associate If you are anything like me, what you want to do with your money and what you should do with your money are almost the exact same list in the completely opposite order.

Charitable Planning with a Donor-Advised Fund

Like many Americans, most of our clients are charitably inclined, having grown up with a tradition of some level of family philanthropy. Whether it’s giving back to their church, being involved in their community or sponsoring their favorite charity, Americans share in a charity’s focus of …

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