INSIGHTS
Below we have curated a collection of high quality videos and articles designed to provide clarity, insights and enlightenment on topics that our clients are talking about. When you become a client, you become a part of our work family so we always will keep you updated on what is going on with our team through our Employee Spotlight.
TOP NEWS
- Tony’s Top Reads for November 2023
Every few months, Tony compiles a list of articles and podcasts that have had an impact on the way he sees the world, thinks about the future, or relates to others. Tony hopes some of these tasty morsels will help bring you clarity, perspective or joy. MORE WISDOM, LESS TIME.
- Fall 2023 Newsletter
Tidbits about Life, Health and Wealth.
- 2023 Forbes Best-In-State Wealth Management Teams
Congratulations to our entire team for being selected as one of the 2023 Forbes Best-In-State Wealth Management Teams
The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
- Forbes 2023 Best-In-State Wealth Advisors
Tony Parr, Partner, and Brian McKnight, Partner, have been once again recognized by Forbes Magazine as one of the Best-In-State Wealth Advisors in 2023.
The Forbes Best-In-State Wealth Advisors in 2023 rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
- Forbes 2023 Top Next-Gen Wealth Advisor Best-In-State
John Rudi, Partner, has been recognized by Forbes Magazine as one of the Top Next-Gen Wealth Advisor Best-In-State in 2022 and 2023.
The Forbes Top Next-Gen Wealth Advisor Best-In-State in 2023 rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Video Shorts
Bite size nuggets of wisdom to help you succeed with life and finances.
