Our robust national network of advisors spans the country from New England to California and brings together a common focus – a personal interest in targeting your investment, insurance, and retirement needs as they change throughout your lifetime.
By: John P. Napolitano, CFP®, CPA, PFS, MST
When I was trained as a rookie CPA candidate in the late 70’s, the term professional skepticism was first introduced to me.
Read more ...By: John P. Napolitano, CFP®, CPA, PFS, MST
In these emerging days of Watson the computer and Robo Advisor platforms, the revenue generating methods deployed by many firms today is in serious jeopardy of having their lunch eaten (stolen?).
Read more ...The latest in Market and Economic Commentaries, Quarterly Reports, and Client Letters
