Nov 6, 2018 | Articles, Business, Entrepreneurship, Finance, What's Cool and Interesting
Some would say Bitcoin, Blockchain, and the like, are “bright shiny objects.” They look great until millions are lost. Can your financial plan tolerate the potential of a catastrophic loss in any of its investment assets? Learn more about our way –...
Oct 23, 2018 | Articles, Business, Finance, Professional Athletes
Our job as advisors is to protect our clients’ wealth. We take our fiduciary responsibility seriously. Are you sure your assets are protected? If you have any questions, contact us! “Retired San Antonio Spurs star Tim Duncan has agreed to accept $7.5...
Oct 11, 2018 | Articles, Business, Finance, Professional Athletes, Work Life Balance
We are passionate about protecting athletes and helping them secure their financial legacies. Contact us to learn more! “Too often, the financial life cycle of pro athletes follows this pattern: Fat signing bonuses and rich endorsement deals. Lavish living....
Oct 10, 2018 | Articles, Business, Entrepreneurship, Finance, What's Cool and Interesting
Does your business have philanthropy as part of its corporate DNA? Let’s discuss your path to giving. Contact us to learn more. “This week’s Business of Giving features Jacquelline Fuller, president of Google.org, the charitable arm of the tech giant....
Oct 8, 2018 | Articles, Business, Finance
The fiduciary responsibility of those in control of funds is something to be taken seriously – but not everyone does! Let’s discuss how your money can be put to work for YOU, and not an errant manager. Contact us at cfields@loyaltyalliance.com or...
Oct 3, 2018 | Articles, Business, Finance
Aretha Franklin died without a will. Should you? The lack of a will or trust does not necessarily signal probate troubles ahead. But careful planning is critical! Contact us to discuss how we can help you protect your wealth and legacy. “Following the death of...
