Jan 25, 20228 minFinancial Advisory in the Information Age (1Q22 Quarterly Newsletter)Can Google be your Financial Planner? We argue that its relationship building and nuance that give us the edge.
Jun 15, 20216 minThe Naming Game (Mid-2Q21 Quarterly Newsletter)June 15, 2021 Robert Gaan, CFP® I recently received a phone call from a long-time client. She told me she had a check for $350,000 that...
Jun 18, 20205 minBack to Basics: A Review of the SECURE Act (Mid-2Q20 Newsletter)Back to Basics: A Review of the SECURE Act. The SECURE Act, an act responsible for major changes to financial planning options.
Mar 26, 20206 minThe CARES Act: What is it and how could it affect our lives? (E-blast)March 26, 2020 Over the past few weeks the COVID-19 epidemic has resulted in an unprecedented change in our financial lives, personal...