What’s on our mind? You can read about it in the blog. Whether ideas from the industry or emerging trends, you can read about them here. And once in a while, we may throw in something non-financial but of interest. So keep checking in. We’re glad to have you reading along.
Charles D. Vercellone has been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360, a Broadridge company. The AIF® Designation...Read More
As we start 2021 with a continued new normal of doing business and meeting with clients and other professionals, I think we all need to re-visit some virtual meeting do’s and don’ts. You would think that after some 9 months...Read More