Investment Management
What is the Best Investment Strategy?
If you ask 10 different financial advisors how they would invest a client’s money, you’ll get 10 different answers. So, what’s the best strategy? Shakespeare believes the best investment strategy…
Read MoreUnderstanding ETFs and How They Can Transform your Portfolio
Exchanged Traded Funds (ETFs) have stormed the marketplace in the last 10 years, leaving mutual funds virtually in the dust. So what is an ETF; how does it work; and…
Read MoreWhy High Net Worth Individuals Need an Investment Plan
It’s not uncommon for successful individuals to call on Shakespeare looking for help with their financial plan, while specifically indicating they don’t need help with their investment portfolio. They feel…
Read MoreFinancial Advisors, Attorneys & Accountants Working Together to Build A Unified Financial Plan
Financial Advisors, Attorneys and Accountants Working Together to Build a Unified Financial Plan Do you feel you’re receiving the most accurate and honest financial advice from your current advisor(s)? You…
Read MoreBrexit and You
When we left the office last Thursday, the Dow stood at 18,011. By Friday morning, news started to hit that the United Kingdom voted to separate from the European Union.…
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