by Bryna | Apr 19, 2021 | Economic & Market News
Check out the latest vlog from Brinker Capital about the first quarter of 2021! Tim Holland, CFA, Chief Investment Officer, asks and answers three top-of-mind questions as investors receive their quarterly statements and reflect on the past quarter: What is driving...
by Bryna | Apr 2, 2021 | Generational & Legacy Planning
When I engage with my retired clients, I am always amazed at how much wisdom comes from life’s experiences. For us “Wisdomites”, each decade of life brings not only more wisdom, but more freedom from caring about what others think about us. Except for when it comes...
