Coming down to the wire

Coming down to the wire

One more week until Election Day.  After all we have been through this year, some of us are feeling kind of tired.  What should we be thinking about?  Are there things we ought to be considering related to the potential outcomes (e.g., changes in tax policy)? What are...
Retirement Success and Your 401(k)

Retirement Success and Your 401(k)

For National Retirement Security Month, we checked in with our advisors for their best advice on reaching retirement savings goals.  Their top tips boil down to a couple of simple yet often overlooked actions for employees and employers: Deferral rates Most people...
Top Two Tips for Staying Safe Online

Top Two Tips for Staying Safe Online

Spoiler alert – start using a password manager and enable multi-factor authentication. That’s it, that’s the whole blog post.  If you’ve been meaning to do those things for a while, now is the time and today is the day.  A reputable password manager (like Dashlane,...
2020:  A Year Like No Other

2020: A Year Like No Other

Only three months to go! We are finally getting to the back stretch of this ‘annus horribilis,’ the Latin term made famous in the modern era by Queen Elizabeth II in 1992 after the British Royal Family suffered an awful year of tragedies and scandals.[i] The daily...
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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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