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My ProfileJames Martin2021-07-12T12:56:34-05:00
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  • Pre-need trusts vs. Pre-need insurance for funeral planning

  • How to plan for charitable giving this season

  • Not just dollars: Why U.S. firms should consider transacting in foreign currencies

  • The importance of working capital in agribusiness

  • Launching a private fund with plans to convert to a registered fund

  • Economic analysis of Q3 2025: Falling leaves and rising markets

  • Why do most mutual funds make year-end distributions in December?

  • Alternative investment back-office themes for the remainder of 2025

  • Scaling Main Street service to a national level

  • Financial planning at each stage of life

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