A Common Client Mistake – Not Realizing the Importance of Your Custodian

The custodian plays a critical role in asset safekeeping, transaction processing, investment access, and the overall cost and efficiency of the client’s financial relationship. Most importantly, the custodian holds and safeguards a client’s cash and securities, settles trades, processes deposits, withdrawals, wires, dividends, and interest, and maintains account and cost-basis records.

Four Common Mistakes High-Net-Worth Families Make When Choosing a Financial Advisor

A practical framework for evaluating fit, capabilities, costs, conflicts, and continuity: After years of managing wealth for high-net-worth families, I have seen the same pattern repeatedly: clients come to me only after a frustrating experience with their prior advisor.

Why Has Investing in the Oil and Gas Producers Been Such a Disappointment During the US-Iran Conflict?

Investing in US oil and gas producers should have been a home run investment during the US-Iran conflict. Instead, it has been a total disappointment.