The bluesman Rev. Gary Davis once famously sang, They tell me it'll kill me, but they won't say when. He was referring, of course, to a very specific sort of denial, but advisors know too well that his words are easily applied to the general...
But a lot had to happen before they could take their place in the driver's seat. For starters, the neophytes (who were in their 20s at the time) needed to demonstrate to their father they had the right stuff to handle such a lofty position...
The word conjures up all manner of restful images a man napping in a hammock, a woman playing bridge with her friends, a visored couple strolling towards a green on a sun-splashed golf course. But please note: the financial advisor does not figure...
Perhaps the hardest words an advisor has to speak are these: I don't know. Sure, they have the advantage of making an advisor look confident and ethical enough to speak the truth, but they also leave the speaker feeling inadequate. Experience is...
For most families, the arrival of children marks the happiest stage of life, but unfortunately, the feelings of unadulterated bliss tend to be very short-lived. If diapers, late-night feedings, babysitters and countless trips to the doctor are not...
When Brian, a successful young North Carolina businessman, notified the planned giving department at a mid-size Southern university that he had irrevocably named them as the remainder beneficiary on his $1 million charitable remainder unitrust...