Blog

Filter Blog by:

Blog

What Millennials Really Want In Their Financial Advisor

Published by Ron Carson

In the 1950s crime show Dragnet, sergeant Joe Friday would often tell over-wrought witnesses, “Just the facts, ma’am.”

That’s a little how millennials want to work with their financial advisors, based on the findings of the Millennial Advisory Council my firm set up recently. Read more

Blog

What is the Difference Between a Will & Trust?

Published by Beth Schanou, Director of Wealth & Estate Planning

Estate plans can be structured differently depending on a person’s situation and intentions.  What is the difference between a will and a trust? A will and a trust are separate documents to pass assets to heirs after death, but they are administered differently and have varying advantages. Read more

High-Frequency-Trades

Blog

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