Jan 4, 20181 min read
The value of a financial advisor? 3%
A recent study conducted by the Vanguard Group estimates that financial advisors can add annually up to 3% net of fees to the returns of...
Jun 23, 20171 min read
Thank you ProMemoria and Magness Design
It was a pleasure to co-host a cocktail for our clients and friends at ProMemoria's showroom in mid-town Manhattan this week. Sarah...
May 15, 20171 min read
Retirement Planning in the Trump Era
Is retirement planning any different under Trump? Watch our CEO, Michael Livian, discuss with a panel of experts to find the answer.
