Thank you, Ed Jacobson

I was saddened to hear the news that Edward A. Jacobson, Ph.D.—my friend and colleague—passed away earlier this month.  I will be forever grateful to him for his wise counsel and loyal support of the work we do at Money Quotient.  In addition, he served as a beacon for a new way of thinking and […]

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2017 KGLF Scholarship Recipients

We are pleased to announce that two applicants were selected to receive Ken Gillespie Legacy Fund Scholarships for 2017:  Christine Haviaris, CPA, CFP® and Phillip Watson, CFP®.

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