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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 – […]

Equifax: Next Steps

Dear VH friends and family, we wanted to follow up with some further information regarding the Equifax breach. We’ve received many calls and messages about the Equifax cybersecurity issue. Many folks have gone to the website https://www.equifaxsecurity2017.com/ and signed up for their free identity theft program. This is important to begin the process, but this […]

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