Monthly Archives: December 2015

Caveat Emptor

Posted on December 31, 2015 by Roger Billings

As the year comes to a close, it’s a good time to be reminded that if an investment seems too good to be true, it probably is. A New York financial planner faces up to 16 years in prison for … Continue reading →






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Preserve the Fruits of Your Labors – Estate Planning for Farmers

Posted on December 10, 2015 by Roger Billings

Farmers spend their lives investing their money, their time and the sweat of their brow into their fields and orchards. It is a cruel but all-too-common fate that in the end, when the owner passes on, the land must be … Continue reading →






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What’s It Like to Be a Financial Advisor for Professional Athletes?

Posted on December 1, 2015 by Roger Billings

The chances of any one of us becoming rich and famous are pretty slim. But did you ever wonder what it would be like to work for a celebrity, like a professional athlete? Joe McLean, managing partner of Intersect Capital, played … Continue reading →






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