I'm a "coastal elite." My clients are "coastal elites" and "international elites." Most of us did not vote for Donald Trump last week, and none of us expected that he would actually win. I believe that Trump didn't think he'd win.Read More
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Join in this lively and timely webinar panel discussion featuring Grace Uniacke, CAIA, research analyst at Massey-Quick, and David Edwards, President of Heron Financial Group, sharing their observations on this year's presidential election and its impact on the economy:Read More
David Edwards, President and Wealth Advisor for Heron Financial Group, discusses the common concerns of investors amidst the current market down-turn, and explains how education and information can help assuage most fears.Read More
Average Americans have a poor opinion about financial advisers, and with good reason. Too many “advisers” are just salespeople for products that generate commissions for the adviser but rarely deliver the promised investment returns to the client.Read More
While returning from a business flight last year, I experienced a queasy stomach sensation. Later than night I woke up with searing pain across my abdomen. At my internist the next morning, I asked, “Do I have food poisoning?”Read More
It can be tricky for an adviser to introduce his or her own point of view and experiences into the conversation - after all, the focus needs to remain on the client - but advisers say dropping a veil or two goes a long way to building trust and the client relationship.Read More