Navigating attorney-client relationships as a young lawyer can often feel like a juggling act—trying to prove your skills and maintaining professional boundaries. As a young lawyer, you are faced with ...

Kent encourages advisors to help clients reduce concentrated positions and avoid large capital gains by using appreciated assets to fund charitable goals. After estimating the tax savings for one ...

"That was just one of those moments like, 'Wow,'" the lead advisor with New York-based registered investment advisory firm Ritholtz Wealth Management said in a panel about pursuing excellence in ...

When I work with clients going through a divorce, my first response isn’t “I'm sorry”—instead, it’s “Okay, let’s get organized.” Divorce isn’t just emotional—it’s financial. If we don't help clients ...

A good advisor works to stay informed on the latest economic trends, market demographic changes and new strategies for growing their clients' investments. But it can be difficult to stay ahead of the ...