At some point in our lives, many of us turn to a financial professional for help with financial matters. Charting a course with a professional to reach your financial goals can be an exciting adventure, but it shouldn’t have to be a blind leap of faith. Before you commit to a long-term relationship, here are some things to think about. Finding... 

Wisdom from The Financial Well: You have four business days to finish your 2009 year-end tax planning. Take inventory of your financial fitness to see if there’s an opportunity to keep more of the money you have earned in 2009 or will earn in 2010. 2009 Year End Tax Planning  Read More →

News > The Financial Well In the News As seen in…Bank Investment Consultant Shaken and Stirred By David J. Drucker November 1, 2008 Not all advisors will be ready to make the shift to a more active investment role. But the current market calamity has caused them to reorient their businesses to better deal with weak markets in the future. Says...