Baker Tilly enters Houston with MRZ Merger

Posted by Catherine Seitz on Oct 3, 2018
CHICAGO and HOUSTON (October 3, 2018) – Accounting and advisory firm Baker Tilly Virchow Krause, LLP (Baker Tilly) and MiddletonRaines+Zapata (MRZ), a Houston-area accounting and advisory firm, announce their intent to merge with an effective date expected by the end of the year. Read More

To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

Posted by Kevin Hermis on Jan 11, 2018
Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Read More

Suitability Vs. Fiduciary Standard: What’s the Difference and Why You Should Care

Posted by Kevin Hermis on Dec 14, 2017
When looking for a financial advisor, many consumers find that the first information thrown at them is a number – number of assets managed, rate of return they can get for you, and so on. What many overlook is whether or not that potential advisor is a fiduciary. The fiduciary.. Read More

5 Reasons You Need a (Human) Financial Advisor

Posted by Ed Drake on Aug 29, 2017
Technology has progressed to allow algorithms and digital tools to help you manage your money online without ever needing to speak to a human being. So, why should you still use a human financial advisor? Read More

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