Can Google be your Financial Planner? We argue that its relationship building and nuance that give us the edge.

December 15, 2021 Robert Gaan, CFP® Back in early 2000, during the height of the dot-com boom, I remember scheduling a meeting with a client for a periodic portfolio review. We had assembled a diversified common stock portfolio based upon the client’s financial profile and risk tolerance, and I recall being very excited to schedule this meeting because the account had performed quite well during the prior year. I met with the client, and we reviewed his account performance. T

October 15, 2021 Generally, the older you get the stickier your assets become. The reasons? Over time, people tend to become comfortable with what they own. Under-performing or losing assets are sold off. Less and less money is invested in speculative deals. In effect, the good quality stuff is what remains and people, rightly, tend to hold on to what is familiar and what has worked. There is also the matter of taxation. As your long-term holds get longer, your unrealized gai

Chris reflects on his early days as a sales trainee, the benefits of being viewed and treated as a colleague, and why that matters as we str

Easing into the last few months of the year means smart fourth-quarter housekeeping, with special attention to tax efficient ways to make ch