Artificial Intelligence (AI) has entered Wealth Management at a time when the industry is trying to reinvent itself to become more client-centric, transparent, and free from asymmetrical standards. The portrayal of AI and robots managing client money is the removal of a human advisor. Read More

With a one in five chance of living beyond our 90th birthday, planning for a successful retirement and healthy aging should be something we all do. Today is when we must be active and eat healthy, continue working and be socially connected by being involved in our communities. What we do today for... Read More

For many clients, creating a plan to leave an estate to your children is standard practice. There are key things you should consider when providing your children an inheritance, but the complexity increases when your child is beneficiary to someone else’s estate. Read More

Our regular readers will recall that we originally published this briefing back in August. However, both the stock and bond markets have experienced a great deal of turbulence in recent weeks, so we thought it would be worth revisiting. Read More

We believe that college planning should be about more than just 529 plans. As such, there is a growing trend toward families hiring an Independent Education Counselor (IEC) to help plan, execute strategies, and apply for entrance to college. Read More