The Enduring Value of a Goals Based Approach
Last night, as I read a bedtime story to my kids, I noticed within it a particularly grown-up lesson. It told the story of two large stones sitting on the side of a hill, perfectly content with their view of the valley below. One day a bird comes along, and the stones...The Cost of Sitting in Cash
As of March 31st, 2020, the amount of money invested in cash reached an all-time high, registering $3.09 trillion, 88% higher than cash investments in 2008. It appears that investors are skittish on the financial markets and the economy – but at what cost? Aside...Let’s See Your Cards – How Local Investment Management Firms Stack Up
Now here is something we hope you really like. In 2019, the SEC released a new set of standards called Regulation Best Interest. These standards, on a two-page document called a Form CRS (click here to see ours), require all investment management firms to provide...Buried Treasure? A Website That Helps Find Lost Money
Like socks and pens, money gets lost too. From gift cards to security deposits to old checks, it is hard to know how much money goes AWOL over time. To help solve this issue, Louisiana has released a new website to help citizens track and claim lost property. Find...