Leadership & Team
Kevin
Roskam
Senior Advisory Business Consultant
Contact Information
Recent Posts
What’s Trending: The Importance of Unemotional Investing
Like leaves falling in the autumn, change is inevitable. In this edition of the Trending Report, we'll talk about the importance of unemotional investing – especially during times of change and uncertainty.
What’s Trending: Elections, Falling Leaves, and the Stock Market
In this edition of the Trending Report we’ll talk about how the upcoming election and even the leaves changing color in the fall correlates with market trends.
Outsourcing Investment Management: What’s in it for You?
In today’s fast paced world of constant change, independent financial advisors often find themselves scrambling to keep up. You’re juggling a million tasks - from in-depth planning and research to portfolio management - and the daily workload can leave little time for what truly matters: building strong client relationships and growing your business.