Nathan Edwards, CFA, CFP®

July 28, 2017

Technology Is Setting Some Financial Advisors Up for Failure

Financial advisors across the country have been swarming to software packages designed to assess the risk and return potential of an investment portfolio. Through the magic […]
July 12, 2017

Older Than 55 And Younger Than 59½? Be Careful Rolling Over That 401k

We’ve seen it too many times. A retiree under the age of 59½ equipped with a traditional IRA balance that is bursting at the seams and […]
April 25, 2017

Storms Are Best Prepared for In Advance

I lived on the west coast of Central Florida throughout the 1990’s. Almost every year, from late spring to mid fall, severe storms seemed to be […]