Holmes-Winton: Debt's not a dirty word

Over the last nine years, I think I’ve become pretty effective at getting my point across with my clients when I talk about debt. However, it has become somewhat automatic for me.

Gradley: Preserving a charitable legacy

Most of your clients make philanthropy a part of their life, committing either time or money to assist others. Many of those philanthropists want to continue their charitable giving even if they become mentally incapable of doing so.

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The future is in managed accounts

After the turmoil of 2008 and 2009, hedge fund investors have learned to dread the "four horsemen."

Michaud: Diagnosing Alzheimer’s

Alzheimer’s disease is prevalent in today’s society, with an incidence rising from 1% at ages 70 – 74 to more than 8% in individuals age 85 and older. As the population ages, the burden of Alzheimer’s disease will continue to increase.