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David Eckerly

What to Know Before Opening a Joint Account

What to Know Before Opening a Joint Account

Should you share a joint bank account with a spouse or partner? It’s a good question to consider, but there is no one-size-fits-all answer. Circumstances differ across families, and there are different types of joint accounts with varying features and...
The Four Perils of Self-Managing Your Investments

The Four Perils of Self-Managing Your Investments

Self-managing your investments can be perilous to the long-term health of your portfolio. Most of us have heard the old adage that an overwhelming percentage of drivers consider themselves above average (a mathematical impossibility). Known as “illusory...