Name: Melanie White Terry Firm: New York Life Location: Columbia, MD AUM: $166 million Forbes Rankings: America’s Top Financial Security Professionals, Top Financial Security Professionals Best-In-State Background: Melanie White Terry grew up in Columbia, Maryland, where she now works and gives back to the community. She first joined an investing…

It’s been less than a week since Elon Musk changed the name of Twitter to X and tweets to xeets but the early read on the rebranding has so far been more of a punchline than a celebration. It didn’t have to be this way and wealth management firms and…

Name: Tom Mitchell Firm: Sconset Wealth Management / Northwestern NWE Mutual Location: Boston, MA AUM: $3.2 billion Forbes Rankings: America’s Top Financial Security Professionals, Top Financial Security Professionals Best-In-State Background: Tom Mitchell grew-up in Glastonbury, Connecticut with parents who were living paycheck to paycheck, he recalls. The family eventually moved…

Karl represented the archetype of the self-made man. He built a successful real estate business and then a single-family office (SFO) managing $300 million+ in assets. After his passing, some members of the family, which by then comprised three generations of adults dispersed across the U.S, said they wanted to…

They’re everywhere, all around us. Many of us pass by them every day, not thinking about what’s up there—or what isn’t. It’s the hundreds if not thousands of landmark skyscrapers and gleaming midlevel high-rises that define the skylines of every major city center in America, as well as those of…

Just like how you date a person before you commit to them in a relationship, it’s not a bad idea to “date” your retirement plans before you commit to a retirement lifestyle. By testing out your retirement plans, especially while you’re still working, you can alter your plans if you…

Name: Andrea Schaffer Firm: Pacific Advisors Location: Claremont, CA AUM: $687 million Forbes Rankings: America’s Top Financial Security Professionals, Top Financial Security Professionals Best-In-State Background: Andrea Schaffer started as a professional chef and restaurateur in her twenties, working around southern California. By the early 1990s, she went back to school…

They’re everywhere, all around us. Many of us pass by them every day, not thinking about what’s up there…or what isn’t. It’s the hundreds if not thousands of landmark skyscrapers and gleaming midlevel high-rises that define the skylines of every major city center in America, as well as those of…

Roughly two months ago, we noted that there was a bit of an anomaly taking place in the markets, with major indices moving higher despite negative breadth (See our June 2nd Forbes Commentary here). In May, stock indices were being pushed higher despite most of the component stocks trending downwards,…

Quick Service Restaurants (QSRs) are all around us. Toasttab reports that 37% of US Adults consume fast food everyday. In 2022 the market size grew to over 362 billion according to IBIS world. QSRs, like Chipotle, are seeing digital sales increase by over 216% fueled in part by the pandemic.…