We are excited to announce two new additions to our team! Keith’s son, Matthew, has joined our team as an…
Financial markets lived up to their reputation during the month of August, which has a record for being difficult. On…
In this episode, the topic is one that touches every aspect of our lives – money. It’s not just about…
Social Security is a hotly debated topic, and we often get the question from clients: Will the Social Security Trust…
If you’re a consumer of financial media, you may have heard about Central Bank Digital Currencies or CBDCs. Depending on where…
The future of wealth management. We started our rankings initially in 2001, spotlighting the best-of-the-best advisors. In 2017 we started…
“Do not save what is left after spending: instead spend what is left after saving” – Warren Buffett Did you…
There is a lot of interest today in artificial intelligence (AI) – it is something right out of science fiction…
A bear market is defined as a 20% or greater drop in a major market index, usually the broad-based S&P…
In this episode, we dive deeper into the world of artificial intelligence and quantum computing, discussing the multifaceted impacts this…
In the first installment of our two-part series, we embark on an enlightening conversation on artificial intelligence. This episode transcends…
Over the past nearly ten years, I’ve heard, probably at a minimum, a few dozen versions of the following theory:…