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When it comes to supporting female professionals as an advisor, Katherine Forrester Schneewind’s advice is to be a resource. Read more about how Katherine responds to her female clients when they as...

Happy Fri-YAY, all!  Hopefully everyone has their Halloween costume pressed and ready to go for the weekend.  May your Spooky Season be merry and bright. As 2022 winds down, the financial ma...

“Yes, they still want assurances that the potential risks to their plans are managed but after that is addressed, the giving spirit is definitely more pronounced,” says High Note Wealth’s Michae...

Happy Fri-YAY, earth people!  Hopefully, everyone has enjoyable plans for this fall weekend.  Before we get into it, we want to recognize that there are quite a few readers of this note that own pro...

Happy Labor-YAY, peeps!  Time to get the kiddos back to school and bid adieu to summer.  One that very much started as the Summer of (Market) Love before abruptly finding its own Altamont. We wil...