It’s All in the Data
The financial advisory business has changed dramatically over the last 30 years. Early on, a financial advisor was,...
Your Data is for Sale. Your Privacy is Too.
In today's digital world, we rely on the internet’s convenience to solve problems we didn’t even know we had. On a...
Don’t Lose Your Community Property State Benefits
The saying “what is mine, is yours” is a lovely and generous gesture, but might be far from the truth. In forty-one...