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Tech Solutions For My Firm

Ths month I've been asked to take part in a webinar, Must-Have Tech Solutions for Your Firm!, where another advisor and I will share information about our firms and the technology we use to serve clients. This led me to sketch down the list of programs, apps and tools I’m using every day.

Insights
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Around the Wilson Home

Over the years, I have written many technical planning and investment-related articles. To prove to you that I do have a life outside of work, I’m sharing some of the latest happenings with my family and me.

Insights
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Why Alternatives?

I’m expecting lower than average returns for the US stock and bond markets over the next five to seven years. With my concerns in mind, I have added Alternatives (“Alts”) to client investment portfolios.

Investments Insights
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Why Cyborgs Rule

The best chess players today are not grandmasters or chess-playing computers, they are human players who can most wisely use multiple chess programs ("cyborg" players). This same concept applies to the world of financial advice.

Planning Insights
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Don’t Skip Tax Planning For 2018

As the 2017 tax deadline approaches, I’ve been setting my sights on tax planning opportunities for 2018 and beyond. Everyone should be running tax projections for 2018. Waiting to see how things shake out for the year could lead to some big surprises next April.

Planning Insights