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Congratulations to our Chief Operating Officer and Managing Partner, Christine DeMao, on the release of her podcast interview with Michael Kitces on July 14! Featured as part of Michael’s Financial Advisor Success podcast series, Christine

Much has changed in financial markets since our last commentary in April. US stocks began the year with a step backward following the announcement of the war in Iran. Other markets around the world briefly

A couple in their late 50s was contemplating retirement in the next few years.  Up to this point, each had enjoyed successful careers, one as an executive and the other as a business owner and

It may not come as a surprise to you that we regularly hear from clients who are looking for resources to protect themselves against identity theft or to resolve a potential breach. The Federal Trade Commission

The topic for this quarter’s Insights is investment activity.  As in, how does one know when to make some changes or when to stay put? Our default instincts prefer more activity to less.  Action sounds