A November to Remember

A November to Remember

First of all, RIP President George H.W. Bush, who passed away November 30 at age 94. He was a gentleman, and we may not see another like him in public life for some time. I just finished searching media sites for comments, and I found a remarkable level of respect and...
Happy Thanksgiving!

Happy Thanksgiving!

Seriously, even as we experience some turmoil in the market, we wanted to wish all of you a very happy Thanksgiving. We should enjoy our holiday with family and friends and resist being distracted by short term issues. We’ve seen this before, and we know the...
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Best in State Advisors

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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