The Emotional and Time Value of Advice

Published on July 14, 2025

In this paper, we study the emotional benefits and time-saving value that paid professional financial advice provides to clients.

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American Portfolios to Pay $1.75M for Overbilling, Conflicts

July 14, 2025
American Portfolios overbilled on alts, failed to disclose payments to an affiliate BD and backdated compliance reviews, the SEC said.      Related StoriesBitcoin Soars Past $120,000 as Congress Starts 'Crypto Week'Private Credit Lures the Ultra-Rich Sitting on $3.1TRBC Recruits $1.7B Ex-UBS Team for New Downstate NY Branch

Size Matters in the Roth IRA Conversion Decision

July 14, 2025
We suspect that for many of our clients, converting to a Roth will make sense, either today or in the near future. We hope this note and our calculator will encourage many of you to give the conversion decision another look.