Insights

Is My Financial Advisor Really a Fiduciary?

Not all financial professionals must put your interests first When you consult a financial professional about your personal situation, it might be easy to assume that you will receive unbiased financial advice based on your best interests. However, this might … Continue reading

Qualities to Look for in a Trust Company

Tips for What to Look for in a Trust Company Establishing a trust is an important way to build your legacy and preserve generational wealth. There are multiple ways to set up and fund a trust account, such as through … Continue reading

Main Street Philanthropy: How the Small Guy Can Give Smart

Americans like to give. According to the Giving USA 2018 report, Americans gave over $410 billion dollars to charities in 2017, and 70% of that was from individuals. You read that right: it was people like you and me, not … Continue reading