Listen to the interview here.
Posts Categorized: Press Releases
Long-time Savannah independent insurance agency, Bernard Williams & Company, last month received a plaque and letter of commendation from the Utica National Insurance Group headquartered in Utica, N.Y. The plaque, presented to BW’s president Dick Williams by Utica’s Territorial Marketing Manager, Josh Gurley, commemorates a successful 25-year relationship in mutually serving clients of the agency…. Read more »
Most financial experts recommend an investment strategy that pursues diversity across asset classes of varying degrees of risk in the United States and abroad. What asset classes and risk profile would you recommend to a long-term investor in the current economic environment? What areas should they underweight and overweight and why? Modern portfolio theory states… Read more »