The New Age of Grandparenting
By Karen McClintock, CFA October 31, 2022 The role of grandparents has long been to comfort, support, and even spoil their grandchildren. But in a time of rising costs, particularly for education and housing, many grandparents are finding new ways to help-whether through direct financial aid, estate planning, or simply by passing on their hard-earned […]
Always Looking Ahead
October 28, 2022 Good morning, Yesterday’s big earnings day has come and gone, and the equity market has come through it relatively unscathed. That’s not to say there hasn’t been sheer destruction in some individual names. Amazon was down -20% (not a typo, twenty percent!) in after market trading within minutes of sharing terrible forward […]
Bringing on New Advisor Teams
September 2022 – CEO, Raj Bhattacharyya, joins Doug Heikkenen from Advisorpedia and discusses what criteria is important when it comes to bringing on new advisor teams. To listen to the full podcast, click here