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Monthly Archives: February 2018

February 27, 2018 |

The third reason why going it alone is a bad idea. The budget is one of the most common concerns when it comes to a video for your practice. Video done well is expensive. In an attempt to cut costs, it can be tempting to use your webcam to shoot your own video. It’s so StoryTellers

February 20, 2018 |

The annual tsunami of prognostications about how the stock market and the economy will perform in 2018 was beginning to slow to a trickle, thankfully. Then the stock market had a major hiccup and the punditry scrambled back to its soap boxes to give us another dose. Their explanations about why the

Scott's Column

February 13, 2018 |

“Pain is temporary. It may last a minute, or an hour, or a day, or a year, but eventually it will subside and something else will take its place. If I quit, however, it lasts forever.”  Lance Armstrong It finally arrived. We knew it was coming at some point, but as usual we didn’t kno

Investment Management

February 6, 2018 |

Ask Yourself These 3 Questions to Find Out We offer outsourced investment management with a high level of service that we believe is worth far more than our low, flat fee. But even so, outsourcing might not be for everyone. When advisors who haven’t outsourced before contact us, we talk a lot abou

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