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Insights - What's on our mind

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Year-end Planning Checklist - Holiday Edition

With the onset of November comes the realization that we are quickly closing in on year's end. This brings with it the nagging feeling that there is a lot to do and that things will only get busier from here on out. If you aren't already checking your list (maybe twice), now is the time to make sure that nothing slips through the cracks as the Holidays sneak up on us.

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'Visionary' Bogle Gave SEC a Warning About Reg BI

" Arthur J.W. Ebersole of Ebersole Financial in Wellesley, Massachusetts, stated that Bogle “proved to the world that low cost and high quality are compatible features of a product. In his case, he revolutionized the world of investments for the retail investor, opening up opportunities to the retail investor that had previously only been available to institutions, saving billions of dollars along the way. He will be missed, but his influence will be felt for years to come.” "

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