Another interesting day!

Another interesting day!

Another interesting day, yesterday!  How are you doing? We started the day with some exciting news. Moderna announced positive results for the first phase of human testing for its coronavirus vaccine. We have many vaccines in testing, as well as treatments. ...

read more
Personal Cost-Saving Ideas

Personal Cost-Saving Ideas

The current pandemic is causing people to think about their finances now more than ever. With rising layoffs and pay cuts, we are now being advised to prioritize our needs. This could be an excellent time to look for ways to save money. If you’re wondering where to...

read more
Learning to Cope

Learning to Cope

Would you rather listen to this month's client letter? Download "Learning to Cope" from our podcast. As we enter the next phase of the coronavirus event, we are in uncharted territory.  We are not out of the woods yet, and we may make mistakes and suffer setbacks, but...

read more
Preparing Your Child For Financial Independence

Preparing Your Child For Financial Independence

What’s important to you? For some people, it may be a nice car. For others, it may be spending time with family or going on a nice vacation. You prioritize your spending even if you may not realize it. You prioritize when you make decisions about where you can splurge...

read more
Not Your Father’s USO Show

Not Your Father’s USO Show

This week the oil markets experienced the most unusual collapse ever.   There was hope that oil prices would stabilize after the April 13 announcement of OPEC+ production cuts, which are set to take effect May 1.  However, the almost 30% drop in global demand from the...

read more
Innovation in the Time of COVID-19

Innovation in the Time of COVID-19

This article from CNBC.com highlights the innovation at work as technological solutions to help many aspects of the pandemic are quickly coming to market and having important real-time impact. From using artificial intelligence to track the spread of the virus to...

read more
Some Things Don’t Change – Scammers and COVID-19

Some Things Don’t Change – Scammers and COVID-19

In times of uncertainty, there’s a comfort to the familiar and expected.  The smell of coffee in the morning, your favorite shirt or pair of pants, the view out your window.  Unfortunately, the familiar scammers trying to take advantage of current events is continuing...

read more
Another interesting day!

Another interesting day!

Another interesting day, yesterday!  How are you doing? We started the day with some exciting news. Moderna announced positive results for the first phase of human testing for its coronavirus vaccine. We have many vaccines in testing, as well as treatments. ...

read more
Personal Cost-Saving Ideas

Personal Cost-Saving Ideas

The current pandemic is causing people to think about their finances now more than ever. With rising layoffs and pay cuts, we are now being advised to prioritize our needs. This could be an excellent time to look for ways to save money. If you’re wondering where to...

read more
Learning to Cope

Learning to Cope

Would you rather listen to this month's client letter? Download "Learning to Cope" from our podcast. As we enter the next phase of the coronavirus event, we are in uncharted territory.  We are not out of the woods yet, and we may make mistakes and suffer setbacks, but...

read more
Preparing Your Child For Financial Independence

Preparing Your Child For Financial Independence

What’s important to you? For some people, it may be a nice car. For others, it may be spending time with family or going on a nice vacation. You prioritize your spending even if you may not realize it. You prioritize when you make decisions about where you can splurge...

read more
Not Your Father’s USO Show

Not Your Father’s USO Show

This week the oil markets experienced the most unusual collapse ever.   There was hope that oil prices would stabilize after the April 13 announcement of OPEC+ production cuts, which are set to take effect May 1.  However, the almost 30% drop in global demand from the...

read more
Innovation in the Time of COVID-19

Innovation in the Time of COVID-19

This article from CNBC.com highlights the innovation at work as technological solutions to help many aspects of the pandemic are quickly coming to market and having important real-time impact. From using artificial intelligence to track the spread of the virus to...

read more
Some Things Don’t Change – Scammers and COVID-19

Some Things Don’t Change – Scammers and COVID-19

In times of uncertainty, there’s a comfort to the familiar and expected.  The smell of coffee in the morning, your favorite shirt or pair of pants, the view out your window.  Unfortunately, the familiar scammers trying to take advantage of current events is continuing...

read more
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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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