Posts by Michelle
Ben in the News – Top 20 Next Gen IBD Advisors
This year Wealth Management Magazine published the top 20 Next Generation Advisors under 40 in the country. Our very own Ben Rickey claimed the number 4 spot* for 2014! Thank you all for making this accomplishment possible. We are proud to serve as your team! *ranked on assets under management
Read MoreWhy Your Financial Planner Should Be A CFP®
We’ve all heard the phrase, “people are like snowflakes, all unique in their own special way.” This is true as each of us has different challenges and goals. As a result of our individuality, it’s imperative the advice we receive be personalized to our unique needs. This is especially true for the financial advice we…
Read MoreThree Resolutions You Should Keep This Year
Making—and breaking—New Year’s Resolutions is a time honored tradition every January. We’ve all made them and we all know how depressing it can feel to hit February and realize we are never going to learn Mandarin, take a spin class or finish our 6-year-old’s baby book. Research shows almost 90% of resolutions will fail by…
Read More