Many big-name companies have taken the plunge recently and gone public. The move to unroll an initial public offering or IPO, is often a lengthy decision process that follows years of hard work building up a brand. The fallout can be sudden, requiring its employees to create an IPO wealth Read more…

Goals are great. They get you from point A to point B and keep you motivated along the way. That said, we all know how hard it can be to stick to your goals — especially financial ones. Read more…

The definition of “family” is more fluid than ever. It’s common to hear of second or third marriages. It’s more socially acceptable for people to cohabitate with a partner without being legally married. Children may live with or be raised by people other than their biological parents. Brothers and Read more…

Daniel Lee, Senior Wealth Manager out of our Silicon Valley office had the opportunity to sit down with Amanda Schiavo, of On Wall Street, to share his thoughts on the importance of employee wellness plans based on experiences. A excerpt can be found below, click the link below to read the article Read more…

If you're overwhelmed by the prospect of financial planning, you're not alone. This world of stocks, bonds, trusts, assets, risks, and returns can be daunting. Read more…

My Mamo (grandmother) is no taller than 5’ tall. She has 11 children (4 girls and 7 boys) and over 50 grandchildren/great-grandchildren and counting… She is loved by so many and is the pillar of her family. Yet, she wouldn’t tell you any of this. She has Alzheimer’s Disease, and doesn’t recognize Read more…

Dr. Bob recently joined Charles Paikert from Financial Planning to discuss best practices when it comes to Medicare options. With 25 years of experience as an orthopedic surgeon and a second career as a Financial Advisor, Dr. Bob brings a unique prospective based on his experiences.  Read more…

Finding good talent can be difficult. Amy Jones, our Chief Talent Officer, weighs in on creative strategies for recruiting advisor talent with Morey Stettner of Investor's Business Daily. Below is an except from the article, click below to read the entire article.  Read more…

From a young age, I’ve enjoyed giving back.  Almost every year of high school and college I participated in a mission trip.  Since college I’ve had the amazing opportunity to travel to Uganda to help those in need.  (See some of the life lessons I learned on this amazing trip).  Each trip was Read more…

Working with a financial advisor is a great decision. Would you argue a serious case about a legal document in a court of law without an attorney? Would you opt to have surgery from someone who wasn’t trained as a medical professional with expertise in your specific area of concern? Read more…