One of the best parts about having a 20 year career in wealth management is that I can remember when most of our work was completed on paper, and now see the myriad ways that technology has eliminated mundane tasks and elevated how we serve clients. However, as with all things digital, there are some cautionary tales. In this recent article in US News and World Report, writer Jeff Brown included my caution against revealing any of your personal financial information to a “free” online site. He also included our thoughts on using transactional vs. directional technology tools. You can see more in this quick read here.
A Few Words About Technology for Investors
