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 …
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 …
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 …
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 …
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
Keld Jenson is a contributor for Forbes online and has written about the other types of intelligence beyond IQ: Emotional Intelligence (EQ), Moral Intelligence (MQ) and Body Intelligence(BQ). He writes that your IQ “pales in comparison with your EQ, MQ …
