As a consultant to some of the best and brightest financial advisors, CPAs, and attorneys in the Southeast, I spend my time helping financial professionals land more high-net-worth clients.

In a perfect world, people would use the rational parts of their brains when making investment decisions. They would listen to their financial advisors and follow the retirement and wealth

Americans need to do some serious work on financial planning. About 40 percent of respondents participating in the 2018 U.S. Financial Health Pulse survey said they don’t plan ahead

Sen. Elizabeth Warren harangued Securities and Exchange Commission (SEC) Chairman Jay Clayton last week over the commission’s apparent hesitation in mandating a “fiduciary” standard

Everybody has an opinion about where the economy is headed, but at least one variable has been pinned down – the Federal Reserve will continue to raise interest rates into the foreseeable

In generations past, many women thought they didn’t need a financial plan. They relied on their husbands to handle that responsibility.

One of the biggest mistakes investors make is to ignore the "income purpose" portion of their investment portfolios... many don't even realize that there should be such a thing.

Severe market meltdown earlier this year left do-it-yourself investors unable to reach their aut

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