Tight Ship Advisors - Blogs & Posts

Can your team deliver the holistic client experience when it matters most? In these moments a proactive, holistic philosophy is supposed to shine, not crumble. You are experts in portfolio management, asset allocation, and financial strategy. The "human infrastructure" around that wealth—the bill pay during a medical crisis, the healthcare navigation, the meticulous tracking of beneficiary and legal document status—often falls outside your core competency, or more accuratel

Talk about baptism by fire — anyone and everyone has had to jump on board the digital band wagon in 2020. Be it working remotely,...

My parents taught me it wasn't polite to talk about money. To this day, I have no idea how much my parents income was over the years nor...