A new look at philanthropy

With a very challenging year behind us, it seems fitting to reflect on the state of philanthropy today. I wish I could say that I was inexperienced with challenging economies, but in truth, this is my third time down this ...

Read More »

Surprising insights can come from surveys

All investors are not created equal. That’s why financial planners start their first client meetings with a discussion of money attitudes, goals and risk tolerance — the driver at the root of all investment decisions. Some planners do this by ...

Read More »