News & Insights

This year I did not make any New Year’s resolutions. None. Instead, I have set an intention for myself. I’ve chosen ONE word to inspire me during 2021 and it is “consistency.”

I received a confirmation for a hybrid-preferred security. What does that mean?

My wife and I recently had a debate about what we were going to order for dinner.

I’m of the opinion that many things in life can be referenced back to Seinfeld, which has been the enduring genius of the show. A memorable episode involved the character George Costanza at a job he wasn’t sure if he actually got, doing work he wasn’t quite sure he knew how to do.

You never really know a man until you have divorced him.” – Zsa Zsa Gabor Oh, Zsa Zsa certainly knew a thing or two about divorce.

I’m an idea person. I have a lot of ideas and get excited about them and even start implementing many of them. But without certain expertise and the appropriate runway to fully realize these ideas, they may get lost in the day-to-day process of living and working and managing a department and a household. I’m sure a lot of you can relate.

Earlier this summer, a family friend was involved in an accident, which required emergency surgery. His family was not close and he had no estate planning documents.

Investors have waited over 11 years for international stocks to take the lead from U.S. stocks. While the shift is occurring at a glacial pace for long-term investors, waiting for change is not an appropriate strategy.

Have you ever wondered why a stock goes up? The easiest and most obvious answer is — there are more buyers than sellers!

For any Seinfeld fans out there, the title may give you a chuckle.