“See it Big…Keep it Simple”
This has been our slogan at Arch for many years. It is our way of saying focus on the big picture — long-term goals, financial success, and the needs of the client — while streamlining those tasks that are more effectively and more efficiently handled by the advisor. More simply put, in the words of our president, Joe Bottani III, “Always do what’s best for the client.”
Arch Brokerage remains rooted in tradition, while embracing the changes and challenges that lie ahead. We have always been a hands-on advisor to our clients, but now, more than ever, we see the need for pro-active planning and finding new ways to adapt to the ever-changing and increasingly complex financial world.
Maybe you’ve been named executor of the estate of your very wealthy but very disorganized uncle. Or maybe your relative’s valuable papers have been destroyed or lost in a fire, flood or move. In either case, you know a life insurance policy exists somewhere but you can’t find it. What can you do? Life insurers […]
The Supreme Court recently released its opinion in King v. Burwell. The decision went in favor of the Obama administration, upholding the legality of the subsidies created by the Affordable Care Act. The Court Case Proponents of the Affordable Care Act’s health insurance exchanges—and a majority of the people who buy coverage on them—can breathe […]
Americans are generally more confident in their ability to afford retirement than they were last year. But many aren’t taking steps to achieve that goal. The 2015 Retirement Confidence Survey found that the percentage of American workers who were very confident they would have enough money for a comfortable retirement increased again in 2015. In […]