Goals have been on my mind lately:  fitness goals, personal goals, and goals our clients have.  Let me start with a number --  500,062 popped up on my online rowing Log Book recently and I was immediately reminded of a goal I set a couple of years ago.  That goal was to reach 1 million meters of...

In this video George addresses what financial planning means to people. While investments and portfolio management are core components of a financial plan, comprehensive planning is much more.