Some client questions and discussions are more challenging than others. The ones I’ve been having in the wake of the recent banking crisis (you can read more on that here) have been hard. Not because these are contentious topics to address and not because I don’t know how to answer them. They are challenging because […]

We are living in a different world.  It wasn’t that long ago that we lived our lives “offline” – speaking to people on the phone, visiting bank branches when we needed funds, receiving key financial information in our mailboxes, and having face-to-face conversations with trusted professionals. Things have changed.  We now live a large portion […]