Its not just the top 1% anymore. Around 20% of U.S. adults now fall into what is being called the new rich, according to new research.Read More
Our wealth advisers are featured in more than 200 interviews since 2011. Scroll down to see current interviews, or click on any logo for specific publications.
While small-cap stocks show strong valuations, the large-cap stock sector has traded at a discount, making it attractive, according to James Swanson, chief investment strategist with MFS Investment Management.Read More
David Edwards recently discussed the state of the US economy following the US Government shutdown with Mary Jane Popp, KAHI Sacramento. Other topics included ObamaCare, S&P 500 earnings, the 2014 Congressional elections and the recent Twitter IPO.Read More
David Edwards was interviewed recently by the Wall Street Journal on how his love of sailboat racing promotes his wealth advisory practice, contributing to a 40% growth in assets and revenues since January 2013.Read More
Among Facebook's more than a billion users are a growing number of investment advisers who use the network, as well as other social media sites such as Twitter and LinkedIn, to communicate with clients and prospects for new business.Read More