When Divorce Do Us Part: Protecting Your Estate During and After Divorce

Anyone who has been through a divorce – even an amicable one – will tell you that it can… Read more

View All Blog Posts


Forbes Top 100 Wealth Manager video features Heather Locus

Heather Locus is featured on Forbes RIA Channel sharing how she helps clients navigate life transitions.  Read more

John Hancock Sticks With DFA-Run ETFs

John Hancock says it is sticking with its new ETF offering from Dimensional Fund Advisors.  Read what Chad Carlson… Read more

Do actively managed funds really pay off for investors?

What is the appeal of managed funds?  Chad Carlson shares his thoughts in “Do Actively Managed FundsRead more

View All News