by Monty Souther, PFP®, CFP® | Sep 23, 2025 | Financial Advisors, Financial Planning, Taxes
Sudden wealth can arrive in many forms — selling a business, receiving a large inheritance, or experiencing a financial windfall such as a settlement or stock payout. While these events often bring relief and opportunity, they also raise complex questions: What should...
by Arif Kanji, CFP, CLU | May 23, 2025 | Financial Advisors, Financial Planning
The financial services industry is evolving faster than ever. In 2025, artificial intelligence (AI), robo-advisors, and algorithmic platforms are now deeply woven into how portfolios are built and rebalanced. These tools offer impressive capabilities — instant access,...
by Benjamin Lewandowski, CFP, CIM | Apr 22, 2025 | Financial Advisors, Financial Planning, Investing, Retirement Planning
When securing your financial future, choosing the right financial advisor is one of the most important decisions. Whether you’re planning for retirement, building wealth, or navigating major life changes, the right financial plan can make all the difference in...
by Benjamin Lewandowski, CFP, CIM | Dec 12, 2024 | Financial Advisors, Financial Planning, Investing
Navigating the world of finance can be daunting, especially when it comes to understanding the roles of different professionals who can help you achieve your investment goals. Among these professionals, Portfolio Managers (PM) and Financial Advisors (FA) are key...
by Benjamin Lewandowski, CFP, CIM | Oct 18, 2023 | Financial Advisors, Financial Planning
Whether you’ve been investing for years or are now deciding to grow your wealth, working with a financial advisor can help you focus your plan and reach your goals. Each financial situation is unique, but 10 questions you could ask your financial advisor include: How...
by Luke Demjen, CFA | Nov 4, 2022 | Financial Advisors, Financial Planning, Market Updates
Last Month in the Markets – October 3rd – 31st, 2022 (source: Bloomberg https://www.bloomberg.com/markets, MSCI https://www.msci.com/end-of-day-data-search and ARG Inc. analysis) What happened in October?...
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