My New Healthcare Relationship
I have a new Primary Care Physician with a different title – “Concierge Physician (CP)”. The title brings with it a new format to my
May 26, 2020
360° Perspectives
Reclaim Your Time
The “work first, life second” mantra guides too many of us these days. This report explores how your clients and prospective clients can reclaim their time and create a fulfilling life for themselves and their loved ones.
May 18, 2020
The Four Types of Financial Advisors
Which one should you work with? We find that, by and large, people seeking financial advice know to look for a financial advisor who has
April 14, 2020
A Ray of Informed Perspective
The attachment illustrates why we do not panic when others do…a historic perspective and experience is in hand and what you can reasonably expect for
March 30, 2020
A Note to Clients About Your Asset Management Process
The note below is what I shared today with a Client and want to share with you too… This is no doubt a uncomfortable situation.
March 27, 2020
Circuit Breakers and Dimensional’s Approach to Trading
Dimensional Funds never ceases to reach for excellence. This article illuminates that they are thinking ahead and that their execution of a global business model
March 23, 2020