With the end of the tax season fast approaching, some of your clients could see a hefty tax refund coming their way or have perhaps already pocketed that check.
Read MoreDavid Edwards interviewed recently with Jordan Goodman on the Money Answers Show. The radio interview can be heard here.
Read MoreGoogle “New York wealth adviser” and David Edwards' Heron Financial Group is one of the first firms to pop up, due in part to his early and dedicated approach to social media.
Read MoreDavid Edwards, President and Wealth Advisor for Heron Financial Group, discusses the common concerns of investors amidst the current market down-turn, and explains how education and information can help assuage most fears.
Read MoreFinancial advisers are targeting growth in 2016, with many seeking to boost assets and clients in the new year by using a variety of strategies, including better tech, hiring the right talent and improving marketing. Other planners aim to rev-up client service during a year with lots of expected market volatility.
Read MoreU.S. stocks tumbled to start 2016, as a rout in Chinese equities renewed concern that an economic slowdown there will damp global growth.
Read MoreDavid Edwards quoted in a recent article on Diversity (or lack thereof) in the Wealth Advisor profession.
Read MoreThe holidays can be a difficult time to be divorced. Most of us are accustomed to celebrating as a couple or family. It may be especially challenging if you are a parent and this is your child’s year with “the other parent.”
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