News & Press

03/17/2020

Market Update in the Wake of Coronavirus

We understand the need to communicate with our clients during a volatile time…With despair comes opportunity. Markets have fallen significantly since the arrival of COVID-19. And yet, this black swan event exemplifies our use of

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06/06/2018

Global X Proxy Info

As concerned and proactive advisors, we felt it imperative to reach out regarding a recent communication from Global X Funds. Seeking to provide access to high-quality and cost-efficient investment solutions, Global X is a New

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05/03/2018

New Medicare ID Cards Are Coming in May

Social Security Numbers Will No Longer Be Visible

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