Category: Peer-To-Peer

A Spiritual Journey

As a student of both spirituality and history, Felipe seeks balance in every aspect of life. He believes that if you understand why something happens or why it is done the way it is, you can learn from it. These trends often times repeat and, if you can identify these trends, it can help you in your predictions and investment allocations.

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Please Be Seated: Divorce Is Now Being Served

Imagine a client you’ve known for years tells you they’re getting divorced. You want to set them on the right path, but where do you start? First and foremost, having a network of professionals (e.g., attorneys, relationship counselors, mediators) at your fingertips who specialize in this field is important. Remember, not all attorneys are divorce attorneys, and the legal system is not an easy one to navigate. You wouldn’t go to a dentist to perform open heart surgery, so neither should you go to a “generalist” to get divorced.

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