Senior Vice President - Financial Advisor, Consulting Group
From the beginning of our careers in the investment industry, we’ve made having the best interest of our clients in mind the cornerstone of our practice. Adhering to this basic fiduciary principle builds trust and leads to a solid working relationship with our clients, allowing us to function as a team. Understanding that investing is a long-term proposition, we focus on creating long-term plans and strategies to achieve our client’s financial goals. Then we find the most efficient path to meeting those goals. Throughout our relationship we use every opportunity to educate and inform our clients about our business. We believe clients who are better informed and more comfortable with investing ultimately have better experiences and better outcomes. Finally, we work closely with other professionals who are engaging our clients (accountants and CPAs) to ensure a unified effort and comprehensive strategy.
Myths may be important to folklore, but they're not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt. Read the Global Insight Monthly »
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How can investors separate the policy changes that are likely to really matter for the economy from those that get a lot of press but may not have the most traction?
