It's the season for setting new goals and drawing up New Year's resolutions. Here some financial planners share what theirs are for 2015, how they made them and how they intend to carry them out.
Read MoreEdwards spoke with Kathleen Hayes on Bloomberg Radio about the important events of 2014, and their impact on investors. He discussed what might happen for investors in 2015
Read MoreRead the article at Forbes.
Read MoreThe answer is simple: A wrong move could be disastrous! Once, Americans were carefree passengers who enjoyed the benefit of a secure pension to provide income in retirement.
Read MoreDave Edwards knows that financial worries can make employees less productive at work. He's seen it happen.
Read MoreDavid Edwards, founder and president of New York-based Heron Financial Group, has big ambitions for the company. The 53-year-old wants the firm to have $1 billion in assets under management by the time he retires in 12 years.
Read MoreFinancial advisers are confronting the possibility that nearly six years of a generally rising stock market has given way to a climate far less forgiving of complacency.
Read MoreFour years ago Heron Financial Group barely had a social media presence, operating just a LinkedIn profile.
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