remote work

What if we are all stuck at home for the next three months?

This week began my family's social distancing, work from home (#WFH), homeschooling experiment. If you're not already doing the same, odds are that you will be soon. Having completed the prerequisite reading (Social Distancing: This is Not a Snow Day,) my wife and I politely turned down invitations for play dates and get-togethers. We remain focused on doing our part toward flattening the curve. This means having three kids (four if you count me) at home with limited contact to the outside world. It's an adjustment for everyone. Whenever the kids start clashing, usually by late afternoon, we take a family walk around the block. On just day five, we find ourselves walking a lot!

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Does My Financial Advisor Need To Be Local To My Area?

With visitors to this website/blog representing all 50 US states and 145 countries over the last 12-months, this is a question that we hear quite often. There is no doubt that the world is shrinking and the way that we consume products and services is changing.

Case in point, without leaving my desk in New Jersey, I recently worked with a mortgage broker in Minnesota, printed brochures in Tennessee, and bought a ski helmet from Utah. Thomas L. Friedman, author of The World Is Flat, writes, “”The simple definition of globalisation is the interweaving of markets, technology, information systems, and telecommunications networks in a way that is shrinking the world from a size medium to a size small.”” Financial advisors do not operate in a vacuum so it only makes sense that the way clients are selecting and working with their financial advisors is also changing.

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