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Don’t Waste The Crisis: Should You Refinance Your Mortgage?
By: Jeff Bernier How real life experience can often trump training and education in [...]
Noise, Noise, Noise
By: Jeff Bernier Combine a VUCA (Volatile Uncertain Complex Ambiguous) world with 24/7 media, social [...]
Patience, Persistence, And Learning
By: Jeff Bernier "Are we there yet?" Ever notice how in the midst of [...]
Required Minimum Distributions Are Not Required This Year…Should You CARE(S)?
By Jeff Bernier Are you aware of the changes to the retirement plan required [...]
Don’t Waste The Crisis: Zoom In On Your Health And Wealth
By Jeff Bernier It’s a rare moment in history where I can safely say [...]
The Coronavirus: Navigating The Unknown
By Jeff Bernier “We do not fear the unknown. We fear what we think [...]

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Recent posts

Time Versus Money: A Wealth Management Challenge

Jeff Bernier2024-07-28T10:24:39+00:00May 23, 2022|Comments Off on Time Versus Money: A Wealth Management Challenge

How Is March Madness Like Investing?

Jeff Bernier2024-07-28T10:24:44+00:00March 25, 2022|Comments Off on How Is March Madness Like Investing?

Perspective Amid Worry

Jeff Bernier2024-07-28T10:24:49+00:00March 3, 2022|Comments Off on Perspective Amid Worry

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The Five Star Wealth Manager Award program is administered by Five Star Professional, an unaffiliated market research company that provides ratings in the ordinary course of its business. The referenced award is for the year 2024, using information covering various time periods, including one and five-year data. TandemGrowth did not pay a fee, directly or indirectly, in connection with obtaining this award. However, TandemGrowth paid a nominal fee after its receipt of the award, and not as a condition for its receipt, in exchange for a license to use the related logo. The research methodology includes a nomination stage, a regulatory and consumer complaint review stage, and concludes with a collection of objective evaluation criteria, such as client retention rate, assets under management and professional designations. The full program summary is available by clicking “Current program” at Five Star Professional’s website here.

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