The First Step Toward Becoming a Wealth Steward

We talk a lot about helping our clients become true wealth stewards. It’s about using the rules of the new Fiduciary Standard as a basis and taking further steps in service of our wealth [...]

Are You Using the Wrong Benchmark?

Having worked with investment professionals for many years calculating, analyzing and presenting performance returns, I have seen many approaches to using benchmarks.  Sadly, many wealth managers [...]

NEW SOLUTIONS, CONTINUED EXCELLENCE – FIRST RATE CORE

RELEASE 6.3.07.03 target=”_blank” rel=”attachment noopener wp-att-720″> First Rate, a leading provider of wealth management solutions, today announced the release of [...]