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“Established in 1986, we have been providing diligent investment advisory services for over 3 decades …

Financial Advisor or Cog in a Profit-Driven Machine?

You have a “relationship” with a Financial Advisor but, who and what is actually driving …

When 169 Million USA Shareholders Wake Up

Where is the real power in the USA? Over 169 million shareholders¹ in the United …

Robo-Advisors are Flawed and Here’s Why

It’s official. Robo-Advisors are now a thing! Oh, the sheer marvel of it… here’s a cut-rate …

When Your Mom and Dad Have Money

Your parents should be treated like people not numbers. Cookie Cutter solutions are abundant. If …

Money Management: Are You Paying Attention?

Make sure your money is in the right PLACE, with the right HANDS, NOW. When …

Frederick Ravid featured in The Human Finance Project

Human Finance Project: We asked independent financial advisors what inspires them and defines their purpose. …