Posts Tagged: Trusted Advisor

If anyone tells you they know where the market is headed, you know to run the other way as fast as you can.  If anyone would have told you they predicted that the Iowa Hawkeyes would be 7-0 to start the season, you also would have laughed and found a way to escape.  Well, the Hawkeyes ARE running wild on their opponents right now and the markets are having another...

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Is This You?

Industry data suggests we are nearing the largest generational transfer of wealth in our nation’s history. Somewhere in the range of $10-$12 trillion (that’s trillion with a “T”) will be changing hands among family, friends, charities and institutions over the next decade. The subsequent transfer of wealth for the following generation could be in the neighborhood of $30 trillion (an even bigger “T”) with resources leaving the baby...

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