Lauren and I just returned from an Advanced Planning Symposium in New Orleans. The travel was grueling, but we got a lot of valuable information and New Orleans is not the worst place to spend a few days. Here are a few take-aways from...Read More
Ever wonder what's on our mind? Curious about what an advisor's perspective may be?
Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a book review, information video, or some other surprise. So keep checking in. We’re glad to have you reading along.
As I walked on the treadmill this morning I listened to several podcasts. My kids laugh at me for listening to podcasts instead of music while I work out. However, I find that doing something I enjoy and benefit from (like listening to...Read More