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Intestate Succession

A sometimes overlooked aspect of Financial Planning is ensuring that a client has the proper beneficiary designations on their accounts so those assets pass to the correct beneficiaries. However, not all asset trusts will dictate how those assets will pass. Read more

High-Frequency-Trades

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Investment Discipline

One of the most challenging aspects of investing is not what many may think. Digging through the multitude of options available to place cash can be daunting task. However, keeping your cool when things move in the wrong direction can make or break returns. Read more

social-security-claiming-strategy-changes-2015

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Bipartisan Budget Act of 2015 and Social Security Changes

There’s been lots of coverage in the news the past couple of weeks about changes to Social Security claiming strategies, so we’d like to share a few key highlights about what’s changed and how it may affect you.

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Why You Shouldn’t Manage Your People Like “Robo Amazon”

Published by Scott Ford

When I speak at wealth advisor conferences, I’ll often ask, “What are you going to do when a company like Amazon comes into our business? How are you going to compete with that level of customer knowledge combined with that level of technology?” Read more

High-Frequency-Trades

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We’re Buying Pieces of Companies

“I think you have to learn that there’s a company behind every stock, and that there’s only one real reason why stocks go up. Companies going from doing poorly to doing well or small companies grow to large companies.” – Peter Lynch Read more

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