The Mission-Driven Advisor: Autonomy

Posted by Jeff Thomas on September 26, 2019

Are you a wirehouse advisor that desires greater autonomy?

If so, you are not alone.  According to Cerulli's "U.S. RIA Marketplace 2018" report, the desire for greater autonomy is the number one...

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THRIVE

Posted by Sarah Bradley on September 25, 2019

One of the most common questions we get asked as advisors is, “How do I not ruin my kids with money?” Many successful couples face the reality that their wealth will one day flow to one of three...

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Money Talks: How Much Money Should You Leave to Your Kids?

Posted by Cale Dowell on September 19, 2019

Have you wondered how much money is appropriate to give to your kids?

I had the opportunity to share a weekend with 25 families that had a net worth of $50 million or more. Part of the gathering...

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Three Dials Deep Dive: Momentum

Posted by Ethan Pollard on September 18, 2019

The Three Dials Deep Dive series is designed to help clients and the general public to understand our investment methodology. Over the past several months, we have been exploring each of our Firm’s

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Preparing the Next Generation for Their Financial Future

Posted by Cale Dowell on September 12, 2019

In 1984, a young kid named Daniel moved to California and quickly became the target of a group of bullies that studied karate at the Cobra Kai dojo. Fortunately for Daniel, he befriends an...

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Three Dials Deep Dive: Economic Fundamentals

Posted by Ethan Pollard on September 9, 2019

In an effort to help clients and the general public to understand our investment methodology, this post is the second in a three-part deep dive into each of our firm’s Three Dials, which serve as...

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What is Your Biggest Challenge Operating at a Wirehouse?

Posted by Jeff Thomas on September 6, 2019

What is your biggest challenge operating at a wirehouse?

  • Changes in compensation?
  • Insufficient staffing support?
  • Firm culture?
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August Market Commentary

Posted by Ethan Pollard on September 4, 2019

Equity markets declined in August as a rush of negative headlines led to a risk-off attitude for the month. Aside from the now commonplace hand-wringing over trade wars and other global...

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