Restoring Trust, One Client at a Time
What a person finds humorous can be quite revealing.
2014 IA 25; Why Clients Fire You; Advising Doctors: May Investment Advisor—Slideshow
It’s that time of year again.
When It’s Time to Run, Not Walk, to Independence
Advisors Traci Richmond and Mike Patton talk about why, how and how not to make the big move.
Advisors’ 5 Seasonal Investing Tips for Clients
Advisors, offering some basic tips, say the biggest mistake people make is not planning their spending for summer, and even Christmas, early in the year.
Allen Stanford Found Guilty of $7 Billion Ponzi Scheme
Former billionaire Allen Stanford was convicted Tuesday of running a $7 billion Ponzi scheme. He was found guilty on 13 counts of a 14-count criminal indictment, including fraud and conspiracy.
Getting Your Shares
Advisor Mike Patton of Integrity Wealth Management in Baton Rouge, Louisiana, thinks highly of exchange traded funds in building client portfolios since they are relatively...