The Money Value Cycle
People don't value things that they receive easily or with little effort. Free things they value least because they have invested nothing...
Stock Pickers
If your advisor's value proposition has anything to do with their ability to pick stocks or "beat the market," that is a relationship...
Impacts of the Tax Cuts and Jobs Act of 2017 (AKA the GOP Tax Plan) on the Individual Tax Payer
General Impression The most popular question I have been getting lately from client's, friends and acquaintances at Holiday parties is,...
