Wealth Management Insider - August 19, 2010

Article:  Wealth Management and Chronic Illness - Help Your Clients Plan for Long-Term Care Now. Building Your Clients’ Retirement Confidence With an Alternative Investment Strategy.
Published on December 21, 2012

The Next Case of Madoff Disease

Article:  When clients rely on just the word-of-mouth reputations of investment professionals within their social groups, they miss out on the healthy skepticism and due diligence exercised by an advanced planning group. A referral from a successful friend may be a great place to start, but it’s only a start.
Published on January 28, 2011

Wealth Management and Chronic Illness

Article:  Many hate to discuss illness because they do not understand how advisors can use that information to help them. But in fact, a reasonable understanding of the current status of a client’s chronic illness and the likely disease course can enable advisors to provide more tailored and beneficial financial planning
Published on January 28, 2011