“Most people seem to think It’s a Wonderful Life is the great American Christmas movie. I demur. It’s The Crossing, hands down.” – Nick Murray, [...]
Paul Strid’s guest post for Financial Planning.com: Tech is changing the industry — don’t get left behind
Paul Strid writes Day 17 post for Financial Planning Magazine's series 30 Days: On How Technology Is Changing Your Practice.
The big man himself, Zeke-a Claus, paid our office a visit and made a special video for all our clients, friends and family.
In last month’s article, we focused on “Keeping Things Simple” as one of the great qualities to adopt for anyone who wants to become a great [...]