Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She has been in the accounting, audit, and tax profession for more than 13 years, working with individuals and a ...

Several years ago, I was retained by an affluent family to help them with their long-term planning. We started the engagement with a day-long “discovery” session for the extended family at the ...

George Nichols III, currently the 10th President and CEO of The American College of Financial Services, has thought a lot about the meaning of wealth during his impressive career. In addition to ...

At Orion Ascent, Dr. Daniel Crosby, chief behavioral officer at Orion, shares insights on why financial success alone doesn’t guarantee happiness. Drawing from his new book, The Soul of Wealth, Crosby ...

We analyzed advisor credentials, portfolio options, fees and customer support at some of the larger and more well-known registered investment advisor firms to help you select a firm that could best ...

Somewhere between 50 and 60, a quiet shift happens. The spreadsheets stop feeling exciting. The quarterly returns matter a little less. You still track your portfolio, of course, but the emotional ...