Smart Financial Moves To Prepare For The Birth Of A Child

Smart Financial Moves To Prepare For The Birth Of A Child

Published on June 15, 2020 by MadameNoire   When you want to be sure that you’re in great financial shape for the birth of a little one, one of the best things you can do is consult an expert. “To build out your financial plan, it is best to partner with a financial...
Everything You Need to Know About EBITDA

Everything You Need to Know About EBITDA

Published on May 27, 2020 by U.S. News & World Report   Investors should become familiar with financial statements so they can navigate these individual measurements and bring meaning out of them. “Companies and industries are different and you can’t...
Everything You Need to Know About EBITDA

Recession: Pause Before You Sell Your Mutual Fund

Published on April 14, 2020 by U.S. News & World Report   A majority of investors can’t and don’t want to sell but are still uncomfortable with volatility. The reality is we have no control over market activity. But Carolyn Kelly, a certified financial...
SEC Proposal Widens Pool of Accredited Investors

SEC Proposal Widens Pool of Accredited Investors

Published on April 13, 2020 by Middle Market Growth   The private equity community welcomed a recent move by regulators to widen the pool of Americans eligible to invest in private companies.   While experts say the proposed change is unlikely to bring droves of Main...
Social distancing? 15 books to read in quarantine

Social distancing? 15 books to read in quarantine

Published on March 31, 2020 by Financial Planning   Working from home doesn’t have to mean all work all the time — financial advisors are entitled to a break during stressful times, too.   With planners all over the country working from home in the wake of the novel...
Coronavirus: COVID-19

Coronavirus: COVID-19

U.S. equity indices fell sharply Friday after hitting new record highs midweek.  And interest rates fell yet again, with the 10-year Treasury yield below 1.5% and the 30-year Treasury yield hitting an all-time record low well below 2%. Every day we see headlines about...
Focused on growth for year ahead

Focused on growth for year ahead

Published on February 20, 2020 by NAPFA   Having just spun out from Hewins Financial a year ago, Team Hewins is finding its own legs in the Fee-Only industry and looking forward to a great year ahead. “We’re getting to know exactly who we are as a...
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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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