Investment managers in the U.S. and around the globe have been shifting their attention from investing purely for profits. Professionally managed dollars are
As a tribute to John Bogle, who recently passed away, we have included many of his books on this list.
Please share your thoughts and questions as we read
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Brooke is quoted in a Journal of Accountancy article on how financial planning software positively impacts the client and the advisor-client relationship.
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You can also access the reading list through this PDF, which contains clickable links to the books on Amazon.com.
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In case you missed it, Brooke participated in a Twitter chat hosted by Reuters, with questions about year-end finance (#ReutersYE17). We have compiled these
If You Need A Five Minute Break: Central Coast Moments with music by Andrew Belle
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National Estate Planning Awareness Week is October 16-22! Be sure to check out this recording on estate planning essentials, where Brooke speaks about essential
Retirement lifestyle expectations can be a rich topic for discussion–one that may be based on a number of incorrect assumptions
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