Millennials Don’t Use Advisors – 3 Ways You Can Change That

So I’m a millennial — born in the ’90s, raised on Pop Rocks and the internet, living off quinoa and hummus — millennial. But when my millennial friends and I aren’t eating overpriced brunch or over-editing Instagram photos, we actually have more intellectual conversations than you might think. Things like cryptocurrencies and Robinhood have added a new … Continued

Addressing 2018 Market Concerns

After experiencing one of the best years in the stock market in 2017, many investors question what’s in store for the markets in the upcoming year. The conversations — specifically amongst investment advisors — have switched from concerns about the Department of Labor (DOL) Fiduciary Rule, robo-advisors, and compliance to broader market concerns. While we cannot predict the … Continued