What’s in a Name?
“What’s a wealth manager anyways? Don’t you all call yourselves wealth managers? I can’t tell any of you apart. ” That question has been asked of me many times over the years, so I thought I’d offer an answer today. In…
Annuity
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Accidentally Disinherited
This article originally appeared in the Santa Barbara Independent online on July 7, 2009. To see the PDF of the article, click here. Strange Things Can Happen If You’re Not Careful By Kevin Bourke Tuesday, July 7, 2009 When Kari Kennedy’s…