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True Freedom™ Investing: The Fastest-Growing TAMP You Haven’t Heard Enough About
True Freedom™ Investing built the fastest-growing TAMP by doing what most platforms won’t: treat cash as an asset class and advisors as partners.
The Bond Market Is Helping Resolve The Fed's Interest Rate Dilemma
The bond market is helping resolve the Fed's interest rate dilemma.
Recent
Massachusetts Temporarily Allows Remote Notarization of Estate Planning Documents
The Governor signed a law suspending requirements that a notary public and witnesses be physically present when an estate planning document is signed.
Should You Leave Your Kids an Equal Inheritance?
Your estate plan may be your last words to those you leave behind. If you’re a parent, you should think carefully about the message you’ll be sending.
Pandemic Provides Challenges and Opportunities for Estate Planning
In this time of COVID-19 contagion, as in other times of crisis, challenges as well as opportunities abound.
Texas Attorney Ernest Cannon Is Suing His Estate-Planning Lawyer Over His Ranch's $8.78 Million Loss
Legendary trial lawyer has sued his estate planning lawyer and firm, alleging their mistake in setting up a trust for his son cost him $8.78 million.