Say It Ain’t So, Joe

For many of us who have been in the industry for many years, the idea that so-called passive investing outperforms is hard to take.
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Crucial Elements in Wealth Management: Simplicity and Transparency

More than products or models, financial advice is about helping clients reach their goals.
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Trust and Fiduciary Services: Questions to Consider

Many firms don’t charge their clients for trustee, fiduciary, or planning services. In many cases, their clients get what they pay for.
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How to Do Better When Investing for Trusts and UHNW Individuals?

Resist the temptation to invest like endowments, and keep it simple.
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How Should You Invest Now?

We want to understand what's happening around us. But what else are we doing? Sticking to our plans.
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What Should Investors Do Now About…. ?

Stay calm and stick to the plan.
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