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Financial Advice Isn’t Just For The Wealthy

// Financial Advice Isn’t Just for the Wealthy // By: Taylor Haney Have you seen that commercial with people walking around with large numbers floating over their heads? You know, the “retirement number” commercial? I know many of you see these numbers and read about the millions of dollars you need for retirement, but the […]

What It Means to Be Thankful

  // What It Means to Be Thankful // By: Taylor Haney   I recently got back from vacation in Indian Rocks Beach with my family. While on vacation, I experienced several moments of wonder and gratitude. One such moment was when I was wading in the ocean between a few islands adorned with mangrove […]

Robo Advisors: Whose Hand Are You Shaking?

// Robo Advisors: Whose Hand Are You Shaking? // Author: Taylor Haney   I wouldn’t consider myself tech-savvy by any stretch of the imagination, but compared to my fellow advisors, I’d say I have somewhat of an edge. I’ve been fortunate enough to have relationships with three technology solutions in the wealth management space – […]

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