“The Millennial Generation” However a name identifies an entire generation or population of people, there are several irrefutable truths associated with the term ‘millennial.’ These truths are validated by report after report, and statistic after statistic…and provide insight into why, how, when, where, and what millennials act, do, and say. Millennials are: Highly educated Incredibly […]
Millenials Need Financial Planning Read More »
Communication: [kəˌmyo͞onəˈkāSH(ə)n/] 1) the imparting or exchanging of information or news; 2) means of connection between people or places, in particular. Because effective communication between a client and his/her advisor is a vital part of maintaining a trusted relationship, I am taking a short survey to help my clients get the most out of the services
In light of the horrendous security breach into Sony Pictures last month, and Home Depot and Chase Bank’s compromising of account data in 2014, I wanted to explain the security measures I take with my own clients’ personal and sensitive information. Securing personal data has always been a primary aspect of my business and
Shredding, Clouds, and Security Read More »
“Oh look at that honey, the Joneses just got a new Mercedes Benz!” “Did you hear that the Smiths booked a 14-day private charter cruise in the Mediterranean with 3-of their friends?” “Have you seen the size of the rock on Michelle’s finger?” At one time or another, we’ve all played victim to the emotional
Keeping up with the Joneses Read More »
