A few weeks ago, I had the opportunity to join a fellow advisor, Justin Castelli, CFP®, on his “Talkin’ Shop” podcast to discuss how we are working with clients during this turbulent time. Take a …
To Robo or Not to Robo?
If you watch CNBC or other news channels you might have heard of “Robo-Advisors”. Basically, it allows investors to sign up, connect their bank account to an investment account and then they’re off …
Have a Cup of Tea
Growing up that was my code word with my mother telling either of us we need to relax and take a step back. If you have been watching the headlines over the past couple of days I am sure you have …
You’re a Fiduciary? Sounds Weird, What is That?
A common phrase we all hear today is “I put my clients interests first”. Well, do they actually? Are they just saying that or is there a governing body giving them oversight to ensure they are …
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Who Are You and Why Do I Care?
This is the question we all have an answer to whether we actively think about it or just have subconsciously created it. This comes up every time you meet someone new for the first time both …