In the News
“‘A priceless opportunity’: Winner of the first Visionary Leader Award for an individual”

The award recognizes professionals who have created exceptional initiatives that have made an impact on the field of wealth management. This year, the votes were focused on innovation in response to the coronavirus pandemic. Nearly 40 nominations were submitted and Hannah was selected by the committee.
Click the link to see the full article!
“Dick Vodra on Defining Wealth, the Role of Money in Our Lives, and Worldview Two”

In this conversation, Wagner Willis and Vodra talk about what Vodra calls “Worldview Two,” the framework that treats climate change and resource constraints as fundamental to any planning we do. They explore how people might handle the transition and how money fits in. Although this conversation between Wagner-Willis and Vodra happened before the COVID-19 pandemic, it remains relevant today.
Follow the link to see the full article! (or find the podcast episode on our site)
“Garrett Planning Network partners with WFAN to help close the gender wealth and pay gap”

“I am delighted to partner with WFAN to bring ...objective financial advice accessible to all people." Read more
“Elissa Buie Receives the Alexandra Armstrong Lifetime Achievement Award”

This annual award is inspired by Alexandra Armstrong, chairman and founder of Armstrong, Fleming & Moore Inc., and celebrates pioneers in the field of financial planning. It recognizes women who have had long careers as advisers, a track record of leadership in the profession and/or at charitable organizations, and a demonstrated commitment to serve as a role model or mentor to other women. It also acknowledges women who have earned the admiration and respect of their peers.
The recipient of this year’s award will be chosen by InvestmentNews’ selection committee and honored at an awards luncheon scheduled for 2021 in New York City.
“Congratulations on retiring Marty!”

The fall of 1997 was full of change! Technology was in the headlines as new names of companies appeared every day. IPO was a new buzz word and stock prices ran wild while the common belief was that stock prices and the value of stock options no longer were tied to earnings but were tied to some cryptic formula based on new ideas and digital services. Of course, this all proved to be false, profit and earnings in fact are the underlying principle building blocks on which corporate value is built and time proved this. Once again, the message of the day was to think about the future. So, the question should be: “what will things be like twenty or thirty or fifty years from now?” not “what will things be like in next quarter or next year or even five years from now?”
Click the link to read more.
LOREM IPSUM DOLOR SIT AMET 2019 CONSECTETUR