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    Financial Advisor (3)

    The Discomfort of Honesty

    Recently I got a call from a client. “Ben, I really need to talk to you,” he said. He sounded pressured as he described what he needed. “I’m trying to make a big decision, working from home, three screaming kids in the background, I just don’t have the time or patience to get into really deep analysis– and your team is giving me lots of details I can’t process right now.” Essentially, he needed a short answer, and what he’d received from us was more than the simple “yes or no” that he was looking for at this moment.

    Which Side Are You Protecting?

    On the MLB network I watched a sports documentary about Cal Ripken Jr. For those of you who aren’t...

    Whatever You Do, Don’t Question My Relationships

    One of my favorite TV shows is American Greed on CNBC. If you aren’t familiar with it, its...

    Does a Financial Advisor Serve – or Lead?

    When I was younger I had this football coach whom I greatly admired. You know that expression you...

    Homeschooling During COVID-19 and Beyond

    If this feels like the most dreaded Back to School season for you as a parent, you’re not alone....

    Making a Safe and Successful Transition in Quarantine

    It may feel like COVID-19 has put everything on hold and made some underlying problems worse. If...

    3 Things Wirehouse Advisors Need to Know Before Breaking Away

    In the financial advisory and investment world, Wirehouses are the franchises of the industry....

    Resources for Financial Advisors During and After the Coronavirus

    Saying these last two months have been trying would be an understatement. Beyond the struggles we...

    Robo Advisor

    Is your financial advisor operating exactly like a robo-advisor? What exactly is a “robo-advisor?”...

    Why Your Portfolio Should Look Like an All-Star Team

    “Diversification” is a frequently used buzzword in investment management. The idea is that an...
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