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Wealth Transition and the Importance of Having a Succession Plan in Place

In years gone by, the concept of ‘financial advice’ meant literally recommending investments and building portfolios. Advisors would trek out to lunch presentations by all the mutual fund companies and promoters, then return to their offices and make some calls to unsuspecting clients, pitching them the next best thing, regurgitating soundbites from star portfolio managers….

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From Seed to Harvest

Despite calls for cooler temperatures and perhaps some more snow and freezing rain in the forecast, our patience and longing for the arrival of Spring is once again being tested. We are becoming desperate for results. In many ways, our attitudes of late mirror our feelings toward the general malaise of the stock markets and…

Exponent Investment Management