Mortgage Rates Are Soaring. Here’s What Financial Pros Are Telling Clients to Do.
October 11, 2022 – Principal and Managing Director, Lauren Sigman was featured in Barron’s discussing ‘Mortgage Rates Are Soaring. Here’s What Financial Pros Are Telling Clients to Do.’ “Remember whatever you buy today, you can refinance later, if and when rates go down. I also tell people to get yourself a good mortgage broker to look at a variety of […]
The Future of Wealth Management
September 2022 – CEO, Raj Bhattacharyya, joins Doug Heikkenen from Advisorpedia to discuss the future of wealth management. Tune into his insights and how at the end of the day the trend of providing higher levels of service will ultimately benefit the clients. To listen to the full podcast, click here