I wrote this in 2014, and my feelings on this subject have grown even stronger over time. I’m keeping this very short in the hope that all will click the link below and then provide comments. Are We Spending Too Much Time Selling Alpha?
Over the past few weeks, I have added a few new posts to our Fiduciary Wealth Partners website. I thank everyone for all the good comments and the many likes, forwards and postings on other websites and social media, such as LinkedIn and Twitter. Below is a list of our most recent fiduciary ideas. Click … More Fiduciary Ideas – Special Thanks to IRIS
At the end of 2011, I founded SJM Fiduciary Advisors. The firm was named after my family, “S” for my wife Susan, “J” for my son Jack and “M” for my daughter Meghan. I told Susan that, in starting the firm, I wanted to build something special that could flourish by striving always to do … More About Fiduciary Wealth Partners