Author: Kimberly A. Branch, CFP®

Teaching Children about Money

Money may be the last strain of modesty left in our modern culture.  We speak frankly of relationships, feelings and failings, but rarely does anyone freely discuss his or her earnings or wealth. That’s why we need financially savvy children.




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Millennial Investment Attitudes

This post will explain how to capture the next generation of investors, and the assets they’re set to inherit; in order to do this, however, you will need to understand their attitudes and perceptions of investing and financial advisors.


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Broker-Dealer Consolidations

Watch this video to hear CEO Lon T. Dolber share his views on B/D consolidation; it is a subject matter for which he has a great deal of passion and something he believes, in the long run, is not good for anyone.


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