Profitability for Dummies

Profitability for Dummies

Once upon a time, there were two professors, a paper, a three-factor model, and ultimately a Nobel Prize.  1992 was a good year.  The story was simple and powerful, the effects observable to the naked eye and remarkably persistent, if you could stand painful intervals...
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...
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...
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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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