It was just the other day I wrote about Fidelity cutting fees. This morning JP Morgan another Wall Street Powerhouse followed. The trend in the fast moving evolution of the Artificial Intelligence automated financial services platform is continuing. As my friends and clients know this is why I started my Firm. To offer a way through the nuanced world of investing, a/k/a the personal touch. You may have the fastest split second trading system in the world, but if you don't kno

Registered Investment Advisor’s are independent and objective. We serve clients in a fiduciary capacity that is not presently possible within a traditional commission brokerage format. HOW LONG HAVE I BEEN SAYING THAT Back in the day, with PaineWebber the financial consultant (Registered Representative) was often referred to as the "Customers Man" because we were the face of the firm that the customer knew. Today, another large investment house, Fidelity announced they are jo