Archive - July 10, 2020



Is Financial Planning a Pandemic Necessity?

By Michael Garry Yardley Wealth Management 

Financial Planning magazine just released their annual tech survey and a corresponding article: Tech Survey 2020: Advisors losing faith in planning software. I was honored to be interviewed by the reporter and included with the other tech-savvy advisors who weighed in. The journalist and I discussed the tools that Yardley Wealth Management uses to help put together a financial plan for our clients. The reporter shared that their survey results showed that many advisors were cutting back on financial planning software, perhaps as

Read More

Copyright 2014   About Us   Contact Us   Our Advisors       Login