About Marie Villard

As Director of Operations, Marie enjoys working with clients to help them simplify their financial lives and achieve their goals. She handles a wide array of items, from complex estate transactions to compliance to firm communications. Read Marie's Profile HereRead More Articles by Marie

Money-safe Travels for the Summertime

Many of us amp up our travels in the summer (especially to escape this heat!), and money safety should be at the forefront of every decision made. While traveling domestically or internationally, you have to be concerned about theft in … Continue reading

How to Safeguard Your Online Identity

Through the Looking Glass We are living in a time where our existence is more exposed than we’ve ever known. Our emails, names, phone numbers, personal pictures, and other personal data are associated with everything we do; from banking to … Continue reading

What it Means to Be a “Registered Investment Advisor”

When I was home over the holiday break, my father asked me a very important question about why we are different from other large brokerage firms. I simply responded with an impatient answer: “We are an RIA, Dad.” At that … Continue reading

Five Ways to Jumpstart Your New Year’s Resolutions

In the spirit of the holidays, I’ve decided to get a head start on my New Year’s Resolutions: “I resolve to write every day, learn the guitar, and teach myself conversational French.” Now, lofty goals are my specialty, but the … Continue reading

Community, the Crow, and Perseverance

Last week, while perusing the Wall Street Journal and catching up on some of the most intense news of recent history, I happened upon a quote by English author John Donne which goes something like this: “No man is an … Continue reading

Enhancing Your Financial Synergies Experience with New Media

The rise in social media networks and other Internet-based outlets, such as messaging and email, have become very important tools for communication in business. Now, with the SEC regulation allowing for companies to push certain types of business announcements and … Continue reading

View Our 1st Qtr Newsletter

We are pleased to announce the redesign of our Quarterly Newsletter. Click here to view the 1st quarter newsletter, which was published on 4/15/2013. Feedback and comments are welcome.

Texas: Drawing in the Best Bulls

Growing up on the east coast, your per­ception of Texas is what you might see in old John Wayne westerns. When I told my friends and family I was planning on mov­ing here, I could see wild visions floating through … Continue reading