by Angelle Marie | Aug 6, 2026 | Blog
One of the most important conversations an investor can have with a financial advisor is about financial advisor fees. Surprisingly, it’s also one of the conversations that doesn’t always happen in enough detail. Many investors know they pay for investment...
by Angelle Marie | Jul 14, 2026 | Blog
Finding out that your financial advisor is retiring can feel unsettling, especially if you are a high net worth family or you have worked together for many years and trust them with your financial plans. The retirement of a trusted advisor is a natural time to...
by Angelle Marie | Jun 16, 2026 | Blog
Women often face unique financial challenges that can affect retirement security. With many considerations to keep in mind, including longer life expectancy, caregiving responsibilities, career interruptions, and lower lifetime earnings, women need to start planning...
by Angelle Marie | Jun 2, 2026 | Blog
There is a common misconception that wealthy individuals no longer need financial advisors once their wealth and portfolios have grown to a certain level. With greater wealth, there is often more financial complexity, so it’s still critical that you turn to a...
by Angelle Marie | May 29, 2026 | Blog
So here’s something I’ve been thinking about a lot lately. Most people, when they think about what their investments cost, think about one number. The advisory fee. You know the one. It’s the percentage your advisor charges, it shows up on your...