Tag: independent broker/dealer

Improving Your Leadership Skills

Google “leadership” and you’ll get over 9.5 billion results, illustrating just how oversaturated the discussion of this topic is. If the subject is so overanalyzed, it’s only because effective leadership is so fundamental to organizational success.

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Advisors Vetting Prospects

Much is written on what an individual investor should be looking for in a financial advisor. Less discussed, however, is what advisors should look for in individual investors before accepting them as clients.

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Calculating an Affordable Mortgage

The double whammy of higher home prices and rising mortgage rates have a lot of Americans reevaluating the mortgage they can afford and how much a mortgage lender will lend. There are several ways individuals can calculate the monthly mortgage amount affordable for them.

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Children of Wealth

What do Bill Gates, Sting and George Lucas have in common? They plan on giving only a small portion of their vast wealth to their children. Their reason is simple … they place great importance on their children succeeding on their own merits. This leads to an important question: Can wealthy parents raise children with strong values and empathy for those less fortunate amid vast personal wealth?

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