As a young man in 1978, Edgar R. Page seemed a bit of a paradox. While he possessed a deep love for people and a desire to improve the lives of those around him, he also had a keen gift for objective analytics. Page had been noticing patterns emerge in what had become a very erratic and unpredictable financial market. With an uncanny ability to see these almost imperceptible patterns, he was able to recognize trends long before they became headlines. So he left behind a career working for Cornell University NYS Veterinary College. …Read More
The Millman Group at Wells Fargo Advisors takes wealth management personally.
“If it’s not good enough for our mothers, it’s not good enough for our clients,” says Jonathan Millman, CRPC®, Vice President – Investments, PIM* Portfolio Manager. “At The Millman Group, we treat your money like it’s our money.”
The goal, of course, is growth, but prudent, safe growth. “We don’t take huge risks with our clients’ money,” Millman explains. “We just try to keep the needle moving in the right direction as much as possible.” …Read More
Every working American shares the dream of being able to achieve a successful retirement. But financial security doesn’t happen on its own. In today’s uncertain world—and with the prospect of living 30 years or more in retirement—being able to enjoy your retirement years while successfully maintaining your lifestyle requires a financial plan.
Robert Schermerhorn, CFP®, founder of Saratoga Financial Services, has spent his entire career listening to clients’ retirement concerns. His goal is to help clients work toward a financially confident and independent future by providing an effective plan for their retirement. …Read More
Insurance is a safety net when you need it. But a good insurance agency will also provide you with expert advice on how best to manage your business risks so you won’t need it too often.
Lamb, Little & Co. has been offering its clients advice and solutions to meet their risk management goals for over 60 years. As independent agents who partner with more than 25 top insurance carriers, Lamb, Little & Co. develops custom insurance programs to meet its clients’ unique needs and situations. …Read More
When the stock market plummeted in 2008 and early 2009, many investors without a preservation strategy in place lost an entire decade of portfolio growth. The downturn
was particularly devastating for those nearing
“Most of these investors will not be able to postpone retirement long enough to try to recover their losses and grow their money back,” says Lauren Gidley, President of Prosperity Wealth Management. “That is why our focus is to ensure our clients have strategies in place to help …Read More
Amid international news stories chronicling the effectiveness of missile defense in saving lives, Huntsville Alabama-based nLogic had a lot to celebrate in August 2014. The 5-year-old provider of high-technology services to aerospace and defense customers had just moved into its new headquarters in Cummings Research Park and learned that it was once again listed among the Inc. 5000 Fastest-Growing Private U.S. Companies.
Maintaining the pace of growth to be on the Inc. 5000 list for five consecutive years would be difficult enough for any company, but is especially so considering the marketplace in …Read More
A surgeon saves patients’ lives every day but does not have a long-range plan for his family’s finances. The New York-based Coiro-Glickstein Group at Morgan Stanley can help.
Senior partners at a prestigious law firm are so busy helping clients win complex cases that they tend to ignore their own investment portfolios, leaving millions of dollars at risk. The Coiro-Glickstein Group can help create a strategy.
The Coiro-Glickstein Group is a full-service …Read More
In the eyes of many working adults, retirement is a dream destination where the investments they make now will naturally lead to a carefree life.
In reality, retirement isn’t a destination. It’s a
transition — one that demands comprehensive planning beforehand and myriad adjustments along the way. Retirees’ greatest reward isn’t necessarily the end of work; it’s the financial confidence they enjoy knowing their planning will last for a lifetime. …Read More
Excelling in Every Aspect of Insurance Law
If nothing went wrong, no one would need insurance. Check out any day’s headlines, though. The world is filled with peril.
Risk can become reality in an industrial accident, a construction disaster, a monster storm, the loss of a vessel’s cargo in transit. Perhaps more damaging is first learning after the catastrophe the insurance policy lacked the necessary coverage. Where commerce meets the fortuity of loss, excellent professional coverage counsel is a must. …Read More
Where the State’s Most Powerful
Players Turn First
Few defense attorneys in South Carolina have earned a reputation quite like Bart Daniel’s. And his is hard earned, to be sure. He began building it in 1980 as Assistant State Attorney General by investigating and prosecuting white-collar crimes; less than a decade later, President George H. W. Bush appointed Daniel U.S. Attorney for South Carolina. Landmark cases such as Operation Lost Trust—the largest and most successful legislative public corruption case in U.S. history—have long been a staple of Daniel’s career. …Read More