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You may be aware that over the weekend, ratings agency Standard and Poors downgraded America’s credit rating from AAA to AA+. So, what is a credit rating? A credit rating evaluates the credit worthiness of a Borrower. Basically, it is a judgment by a Ratings Agency of...

08 September, 2011

ADAPT “implies a modification according to changing circumstances” Webster’s Dictionary, 2011 It has been five weeks since the launch of Adapt – and I felt it was appropriate to explain why I chose the name. Over the course of 12 years in the wealth management industry, I...

31 August, 2011