September 12, 2017 in Articles & Newsletters | by Scott Wood

Fiduciary Financial Advice

One thing that has plagued the financial services industry is Main Street's lack of trust of the industry. There are many reasons, some justifiable, why some people have developed a distrust of financial companies and the individuals who work for them.  Read More

August 29, 2017 in Articles & Newsletters | by Scott Wood

Get More from an Advisory Relationship with Client-Centric Investing

Nearly a decade after the global financial crisis, investors are slowly regaining their confidence in investing. However, many are still finding it difficult to overcome the trust deficit created by financial advisors who viewed them merely as assets rather than people with life ambitions. Read More

August 01, 2017 in Articles & Newsletters | by Scott Wood

Why You Need an Investment Policy Statement

One of the most important functions that an investment advisor performs for investors, whether it’s for a wealthy individual, family, or institution, is linking goals to a well-thought-out investment strategy and asset allocation plan.  Read More

July 12, 2017 in Articles & Newsletters | by Scott Wood

The 8 Questions You Need to Ask When Choosing a Financial Advisor

In my years of working with hundreds of clients, most don't have a strategy and process for how to hire an advisor. We often ask the question, "What is your process for choosing a financial advisor?" Read More

March 03, 2017 in Articles & Newsletters | by Scott Wood

Trumping the Fiduciary Rule

On Friday, February 3,  Trump signed an executive order asking the Department of Labor (DOL) to review the fiduciary rule originally set for implementation in April of this year. Within the first few months of President Trump being in office, we have seen many executive orders signed to repeal,... Read More

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