Building a business is exciting, exhausting and sacrificial, but - finally - a day comes where an opportunity presents itself; someone wants to buy your business and you are open to selling it. For any business owner in this position, there’s a lot to consider in evaluating whether or not a... Read More

Nightmare stories about unethical financial advisors taking advantage of clients certainly make for attention-grabbing headlines, but those examples are not a true depiction of the overall ethics in the financial services industry. Read More

I have been in the financial services industry for almost 30 years. While the language of our industry is second nature to me, I know that the various terms describing who we are and what we do can be confusing for those unfamiliar with such industry vernacular. It’s been difficult, even for recent... Read More

Imagine winning the lottery. Now, how would you spend that money? It’s a scenario that everyone has thought about at one point in their lives, but the chances of winning the lottery are virtually non-existent, making these dream scenarios nothing more than fantasy. However, it’s not uncommon for... Read More

The partnership between True North Advisors and Western Research & Management has been in the works for some time. Our discussion began four years ago while the firms worked together on several investments to benefit high net worth clients. Geographically, both companies serve high net worth... Read More