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Why You Should Look for a Registered Investment Advisor

Standards matter, especially in wealth management. Who should manage significant wealth? In recent years, more and more high net worth households have found their answer to that question: a Registered Investment Advisor.   What is the RIA difference? RIAs have a fiduciary duty to act in your best interest. That is a legal obligation, and… Read More

Year End Charitable Giving Opportunities

An opportunity for you to give & save. As 2014 ends, you may be considering making one or more charitable gifts. In most instances, they are tax-deductible with benefits for the donor as well as the recipient. As you make any charitable gift, keep three things in mind. One, the organization must be a qualified… Read More