Category: Firm Info

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    Everyone Offers Retirement Planning These Days. What’s so Special About Schlipman’s Approach?

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    Everyone Offers Retirement Planning These Days. What’s so Special About Schlipman’s Approach?

    We often compare retirement planning to trying to hit a moving target in the wind. The target is your retirement goals – essentially what you want to spend and accomplish with your finances. The target is moving because you don’t know how long you will live – your retirement could last 5 ye …

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    Why I Became a Financial Advisor

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    Why I Became a Financial Advisor

    Published by Mark Schlipman Like so many of us, the path to my career was not a straight line. In fact, it was a journey of exploration and curiosity driven by a need to connect and help people. Ultimately, I found the perfect role for me and those around me. But, if you had asked …

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    Why You Shouldn’t Manage Your People Like “Robo Amazon”

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    Why You Shouldn’t Manage Your People Like “Robo Amazon”

    Published by Scott Ford When I speak at wealth advisor conferences, I’ll often ask, “What are you going to do when a company like Amazon comes into our business? How are you going to compete with that level of customer knowledge combined with that level of technology?”

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    How to Live a Steve Jobs Life—On Your Own Terms

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    How to Live a Steve Jobs Life—On Your Own Terms

    Published by Scott Ford “If you don’t set priorities for yourself, life will live you, not the other way around.” No one put this better than Steve Jobs in his commencement speech at Stanford in 2005, after his diagnosis with the pancreatic cancer:

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    Challenges of Textbook Portfolio Management Theories

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    Challenges of Textbook Portfolio Management Theories

    Published by Jake Bleicher The more time I spend in the real world of finance, the more I question the rationale of textbook theories.

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    Sushi and the Art of Stockpicking

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    Sushi and the Art of Stockpicking

    Published by Rob Furlong Every year around the Oscars I remember that between two kids, a career and countless other commitments, I haven’t seen any movies since, well, the same time last year. This leads to a week of late-night binge watching, usually of movies that have lingered in my Net …

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    We’re Buying Pieces of Companies

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    We’re Buying Pieces of Companies

    “I think you have to learn that there’s a company behind every stock, and that there’s only one real reason why stocks go up. Companies going from doing poorly to doing well or small companies grow to large companies.” – Peter Lynch

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