Literacy
The Road from Chinese History to Financial Planning
An Educator’s Approach Is Needed
Well-educated clients, even those with advanced degrees, might admit they really don’t understand financial planning and they may feel embarrassed asking for help. Christopher L. Cox, managing partner of…
WealthCare for Healthcare
Modern Solutions for Modern Physicians
There are some 8.8 million people working in healthcare in the United States, according to data from the U.S. Bureau of Labor Statistics (BLS). The figure includes physicians and surgeons, dentists…
Weaponizing financial advice
Serving those who serve
At the end of 2021, there were nearly 1.4 million active military service members across the United States, according to the Department of Defense Manpower Data Center. What’s more, some 18 million Americans—about…
Discovering The Joy of Giving
Find the right advisor to inspire you
Americans gave $484.85 billion in 2021, a 4% increase in donations from 2020, according to the Pennsylvania-based National Philanthropic Trust. That equates to nearly $1,500 donated on a per capita ba…
Baby Boomers and Beyond: Navigating the Future of Retirement and Aging
Financial tips to get the most out of your employer's retirement plan.
Summer is a time for American workers to relax and take vacations, but for a select population, a permanent vacation may be on the horizon! Specifically, a massive w…
Financially Set for Life!
Financial Planning Firm Offers Age-Appropriate Investing Tips People of all ages and income levels have been affected by America’s high inflation and recession fears. From college graduates just entering the workforce to seniors on a fi…
Advising with a 360-degree View
Investment advisors come in many varieties, and prospective clients need to figure out just what are the priorities of their potential advisor.
“Are they pushing a particular product, or do they have the intent of meeting their clients’…
