An advisor’s job goes far beyond picking the right investments. November 30, 2016 By Mark Stevens Last month a mix of muted company earnings and economic malaise sent the Dow spiraling nearly 400 points in a single day. While the phones of many advisors nationwide were ringing off the hook, I did not hear a… View Article
Every business owner who sponsors an employee retirement plan is a fiduciary. What does it mean? By Phil Lazzari Starting a company 401k plan is a great milestone for a small businesses owner. It not only helps your employees save for their financial future, but it sends a strong message to your team that you’re… View Article
Now more than ever, we’re talking to investors about how environmental, social and governance factors (ESG) can have a meaningful impact on their portfolios. Here’s how we broach the subject. November 15, 2016 By: Jesse Clinton The notion of investing in a company that focuses on a common good has a longer history than the… View Article
Michael Mahoney, former vice president and financial advisor at Morgan Stanley, has left the wirehouse for Snowden Lane Partners, according to a press release from the RIA. Mahoney specializes in financial planning-based asset management as well as estate planning and wealth transfer for high-net-worth investors. He’ll join Snowden Lane’s $350 million VERITAS Private Wealth team as… View Article
Joins Snowden Lane’s $350 million VERITAS Private Wealth in NYC NEW YORK, November 7, 2016 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Michael Mahoney, formerly of Morgan Stanley, has joined the firm’s New York City based VERITAS Private Wealth as… View Article
By: Dan Weil November 1, 2016 – Advisory firms that seek continuous growth will at some point have to bring new advisers on board, but how do they go about doing that? Firms must focus both on how to find the advisers that best fit the practice and then figure out how to convince them to… View Article
October 7, 2016 This time we hear from Bobby Feldman, a Pittsburgh, Pa.-based partner and financial advisor with Snowden Lane Partners, an independent wealth advisory firm with offices across the country. He describes how much he’s learned about clients by letting them do the talking. You know you’ve had a great meeting with a prospect… View Article
30-Year Industry Vet Joins Snowden Lane’s $350 million Harbor Wealth Management Group in Baltimore, MD NEW YORK, September 15, 2016 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that industry veteran Dave Woolford, formerly of J.P. Morgan Securities, has joined the firm… View Article
Once you have engaged the financial advisors of your choice, based on some of the criteria I outlined in Part 1, here is a nine-point checklist to gauge whether your financial advisors are earning their fees. They care more about you and your money than anyone who doesn’t share your last name. They continually confirm… View Article
By: Kevin Guth We are all familiar with the 200-page books handed to clients in annual meetings describing Monte Carlo simulations and other fancy statistics. What can we say? In this business, we tend to make things complicated. The problem is that among the variables of returns, inflation and multitudes of economic scenarios, clients often lose… View Article