Articles

Builds His Financial Services Career. Early in his career, Thomas Valentine built a successful track record working in the banking and mortgage industry.

Investment advisors come in many varieties, and prospective clients need to figure out just what are the priorities of their potential advisor.

If you know what the strategies are, you will be well served for the rest of your life.

The Florida-based wealth management team puts education above all else to ensure individual strategies are given to each client

In a recent essay for “Time Magazine” penned by billionaire Warren Buffet entitled, “The Optimists,” he states: “In the years of growth that certainly lie ahead, I have no doubt that America can

The most popular stocks might not be the best option for investors to reach their financial goals.

Overwhelming investment options require strategic guidance. Investors can, at least in theory, purchase stock from any of the more than 100,000 publicly traded companies in the world. And while in the U.S., investors only have access to about 4,000 actively traded stocks through the New York Stock Exchange or NASDAQ, that still leaves four...

Financial advisors adapting to new, 21st century role.Rapidly changing technology, combined with the flood of up-to-the-minute financial news, has changed what it means to be a wealth manager.

The worth of a well-developed advisor / client relationship might not be fully valued in a large bank or wire house setting.

Brentwood, Long Island-based Blue Line Wealth Management is a niche financial services firm working mostly with law enforcement and their families. However, since its inception, the three-partner practice has expanded its business

As inflation continues to rise, Americans are feeling the financial pressure and weighing their present needs against their future financial health. According to The National Association of Personal Financial Advisors

Falcon Wealth Planning took flight in early 2015. Flash forward seven years and the Ontario, California financial planning/tax specialist firm is ranked among the fastest growing registered investment advisors (RIAs) in the country.