About

Harold’s Bow Tie Blog will include my personal observations, commentary, references, suggestions, complaints and kudos on items, issues, sources, people and things I think might be of interest to anyone involved in the financial services world. As a practitioner with a background in wire houses and independent RIAs my views are obviously colored by those experiences but I hope to provide something of interest to a wide audience. We’ll see.

What will make this a successful venture will be your help. Please send me questions you may have and suggestions for topics you’d like to see me address. I can’t promise to respond to all; however, I’ll give it my best shot. I’m looking forward to having you along for the ride.

Harold
harold@moneyguidepro.com

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