“Encumbered by Idjits (Idiots), We Pressed On.”

“Encumbered by Idjits (Idiots), We Pressed On.”

From the movie Young Guns II. The recent global pandemic and the resulting reaction has undoubtedly tested everyone’s patience and fortitude. Sudden disruptions expose weaknesses in strategies and are a time to reflect on what lessons we can learn. Warren Buffet...
The Future of Our Work– Remote or Not

The Future of Our Work– Remote or Not

Some good things that come from being at home due to COVID-19, like reconnecting with family and reorganizing our living spaces. But there are also new stresses as adjustments to combine work life and home life into one happen. The future of remote work is here to...
Feeling “Compressed” by Your Clearing House?

Feeling “Compressed” by Your Clearing House?

Do you feel like you’re being squeezed…or perhaps taken over? You would not be alone. Intense M&A activity, commission compression and price wars are disrupting our industry. The wealth management industry is being redesigned and redefined. The changes are...