- Judy Scinta
A Personal CFO
At a recent ETF conference in Hollywood, Florida, the topic of a panel discussion turned toward the rising popularity of robo-advisors, the technology providing online investment management
- Judy Scinta
Staying True to Wealth Management
Today, one key phrase heard all over the financial industry is “wealth management.” Traditionally, this professional service has encompassed a comprehensive approach to financial planning,
- Andrea Lehner
Savvy Strategies Lead to Savvy Outcomes
Personal Relationships and Goal-Based Strategies. The question “Where do you see yourself in five years?” doesn’t just apply only to career goals.
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May 04, 13:29 pm
A Personal CFO
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May 04, 12:42 pm
Staying True to Wealth Management
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May 04, 12:23 pm
Savvy Strategies Lead to Savvy Outcomes
- David Stein
All in the Family
It is no secret that providing customized solutions rather than cookie cutter financial planning and investment options is taking over operations within a significant portion of the wealth advising
- Amy M. Armstrong
Shake Hands with Your New Robo-Advisor
As of late, the financial media seems head over heels in love – editorially – with the robo-advisor movement. Forbes, Entrepreneur and the Journal of Financial Planning magazines each recently
- Michael Gordon
Foregoing The One-size Fits All Mentality
Giving Clients What They Want - Personalized Service. At a time when it is all too commonplace for target date portfolios to be lined up and presented as the sole options from which investors
- Michael Gordon
Being Independent Keeps Clients First
As an increasing amount of data is becoming centrally located in Cloud storage vaults, some financial advisors are beginning to keep a more comprehensive set of client data stored in electronic
- Andrea Lehner
Considering the Future – without Forgetting the Past
While the U.S. Securities and Exchange Commission (SEC) continues to debate the ins and outs of implementing uniform fiduciary standards, Charles Gibson, president and founder of Financial
- Michael Gordon
Green Investments Answer Social and Financial Goals
Green isn’t just the color of money. It is also the description of a hot investing sector featuring diverse choices. These choices range from green bonds aimed at funding environmentally friendly
- Andrea Lehner
An Experienced Guide
Experience is the best educator – and an even better motivator. For Terry Allen, a seasoned financial advisor with over 25 years, experience not only helps her create solid wealth accumulation
He wasn’t working as a financial advisor when the Great Recession, spanning 2007 to 2009, hit the nation’s economy together with an abrupt burst of the housing bubble and historic crash
- Advisors Magazine
Put Some Risk on the Table
Taking on risk is more palatable for investors, now that a half decade has passed since the sub-prime mortgage crisis of 2007 to 2009. It is inaccurate to say that risk is not trendy; risk has
- Andrea Lehner
A Family-First Approach
Personalized Service Going Above and Beyond. When Greg Kojak takes on a new client, he makes a commitment that involves more than just his expertise in building a strong portfolio.
- Andrea Lehner
Cashing In on Dividends
Money Manager Prefers a High-Dividend, Low-Risk Investment Strategy. Despite strong post-recession performances in recent years, today’s market remains volatile.
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