Featured
Recent
Mercer Advisors Establishes Strategic Growth Presence in Oklahoma City With Addition of Full Sail Capital
Experienced team brings $2 billion in assets and deep client relationships as Mercer Advisors strengthens footprint in the South.
JPMorgan Highlights Stagflation Concerns: Key Challenges for Wealth Advisors and RIAs
As the US faces mounting economic challenges, JPMorgan has flagged the potential for a "stagflationary episode."
Flexible Plan: What Is Risk?
After almost 50 years of researching the financial markets, operating one of the early hedge funds, and then running a multibillion-dollar turnkey asset management program for more than 40 years, I’ve formulated some thoughts on risk that I’d like to share.
Focus Partners: Will vs. Trust: Which Best Protects Clients' Wealth and Legacy?
Estate planning isn’t just about distributing assets — it’s about protecting your clients' legacy, preserving family harmony, and ensuring wealth is transferred with precision, discretion, and control. Two key instruments at the core of that strategy are the Last Will and Testament and the Revocable Trust.