In the clients’ best interest

We applaud the Department of Labor’s fiduciary rule, which demands all advisers act in their clients’ best interest. That this ruling, which takes effect today, has been so hotly debated speaks volumes about how far the industry still has to go to achieve real transparency. The ruling charges advisors with the task of giving advice… | Read More »

Happy high school graduation, sweet friend

 I can blink and remember so clearly the sweet, red-headed little boy who spread his Lego sets all over my living room floor, and scored Brewer games with the diligence of a professional statistician.  I look up (way up) at him now, but still see the little guy who wrote me a poem more than… | Read More »

A princely retirement

Though it may have been sarcastic, we think British parliament member Chi Onmurah’s controversial reaction to Prince Phillip’s retirement announcement effectively sums up our goal for every client we meet. “Congratulations to Prince Philip on retiring in financial security at the time of his choosing from a job he enjoys,” Onwurah, a member of the… | Read More »

Growing up on Gelston Avenue

Growing up on Brooklyn’s Gelston Avenue, we learned a thing or two about values, like loyalty and responsibility. Under the watchful eyes of our immigrant grandmas, we enjoyed the kind of come-home-when-the-streetlights-come-on freedom that led to all-day street stickball games and adventures in the park. When we made friends, we kept them. That’s what I… | Read More »

A toast to women in an industry that could use a few more

As we celebrated International Women’s Day this week, I took some time to reflect on my own experiences as a female in the workplace. In some ways, not much has changed since I first earned my license back in 1981. The wealth management industry is still heavily male-dominated and it’s a little puzzling to me… | Read More »