Blair Hall Advisors’ Founder and Managing Partner, Tom Gerson, speaks about the firm’s history, approach, and values.
Increasingly friends and clients have been asking us, “Tom and John, what does this new so-called ‘Fiduciary Rule’ mean for me and other investors?”
We do believe that more work needs to be done by governments, companies, and individuals to take better care of our planet. So we have taken steps to make environmentally conscious investing more readily available to our clients.
Our Managing Partner has earned the country's only advanced certification for financial advisors working with high-net-worth clients. Here's what it means for our clients...
A well-managed investment portfolio is like a beautiful garden: it may look simple and serene, yet it is the product of thoughtful planning as well as attentive maintenance. The difference is that all of us can see whether a garden is founded on good design, intelligently executed, while few of us know how to tell when an investment portfolio reflects careful planning.
At Blair Hall Advisors, we are constantly reviewing the work of other advisors, and we’ve noticed a few things a layperson can look for. If any of these common warning signs describes your advisor’s work, you might not be getting the financial advice you need.
Is there a young professional in your life who could use some thoughtful career and financial tips? We have seven important tips that we think every young professional should be aware of, straightforward ideas to help people think about and manage their career and finances.