As you may know, providing financial advice and education to average American families and small businesses is our passion, and it's something we spend a lot of time on here "behind the scenes". It's nice when that hard work is appreciated. This past week, nVest Advisors CEO Jeremy Torgerson became one of the featured financial
A quick note to let our clients know of our office hours during the coming two months. Market Holidays Investment markets, banks and government agencies are closed Monday, September 3 for Labor Day, and Monday, October 8 for Columbus Day. nVest Advisors will be closed in observance of those holidays, as well. Additional "No Appointment"
403(b) Plan Changes Is It Time to Switch Retirement Plans? Traditionally, most nonprofit organizations that offer a defined contribution retirement plan to employees have sponsored 403(b) plans. However, new regulations for 403(b) plans have led many nonprofits to consider converting to a 401(k) plan, the defined contribution plan most widely used by for-profit businesses. Established
Developing Your EmotionalIntelligence Relationshipswith clients are central to every law practice. Clients may seek youout because of your technical expertise, but they are unlikely toretain your services unless they develop a rapport with you.Similarly, no law practice can operate effectively withoutsubstantial cooperation between partners, associates, and staff. Theability to relate well to others and to
ExaminingRobo-Advisors What real investors need to know Robo-advisors are getting lots of accolades lately as the noble purveyors of inexpensive financial advice for the average person. And traditional advisors, the thinking goes, supposedly ignore that average person. Nonsense. The robo-advisor concept suggests that advisors, the flesh-and-blood kind you meet with personally, overcharge and are only