April 2, 2020

Today is my 40th birthday.  I should be writing to you from a plane on the way to Disney World with my wife and daughter to enjoy our vacation and celebrate another of life’s milestones.  However, as it often does, life presented us all with a situat...

February 26, 2020

If you have followed the news of late, I am certain you have heard all about the illicit and immoral nature of quid pro quo, from the Latin meaning “a favor or advantage granted or expected in return for something.” Or, more directly defined, “this f...

January 10, 2020

As we reflect on 2019 and the evolution of financial services delivery, one word stood out above all others when speaking with industry leaders and advisors:  comprehensive.  The word encapsulates the spirit of what we intend to deliver to our client...

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