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 […]

Each year, Charles Schwab & Co., Inc. hosts a conference for investment advisors that custody assets on its platform. Pam just returned from the 2019 conference. Here are a few themes that were woven throughout the various sessions: 1. ) Remain vigilant: with markets reaching all-time highs during the conference, it’s fair to say that […]