Simplenote is a neat web service that comes with native iPhone and iPad apps (and a couple of widgets for the Mac, too) which enables you to store your notes in the cloud. I’m a huge fan of Simplenote ...

With equity prices up, interest rates down, and an economic picture that can be described as blurry at best, it seems harder than ever to find sure-fire ways to enhance a client’s financial picture.

When wealth manager Bryan Wisda took on a new client, 98-year-old widow living in a Scottsdale, Arizona, retirement community, he asked her a battery of routine questions. One of them was if she knew ...