Congratulations to Brian Horan, Abigail Just, Matt Cohen, Kirstie Martinez, Brian Mackin, Tanya Carson, Laura Nash, Jonathan Stolz, and Dan Trosch for being named a Five Star Professional!
Recently, I had a planning call with a woman who is expecting her first child. Having been through this particular life event myself, I started mentally going through the list of things I had to do when my husband and I were in the same position.
What happens when you achieve a long-sought goal, but sadness is the uppermost feeling? We’re heading into the off season for riding competition in Virginia, and I typically use it for a bit of a rest and recovery before starting the long preparation for the Spring.
Another holiday season has passed. While the time between Thanksgiving and New Year’s traditionally meant gathering with family and friends in a spirit of reflection, thankfulness, and celebration, today’s narrative differs dramatically.
In recent years, the frequency and scale of data breaches have skyrocketed, exposing hundreds of millions of individuals to the risk of financial fraud.
When the topic of concentration risk comes up in portfolio management, normally folks think about the possibility of holding a large individual stock position in their account.
If you know anything about me, you know that I need two things to feel comfortable in most situations: data and context. Data provides the necessary information to understand circumstances, see patterns, and solve problems.
