by delgate subadmin | Jan 10, 2023 | Commentaries, Uncategorized
With the new year comes New Year’s resolutions. While many resolutions focus on health, fitness and well-being, rising interest rates and inflation reaching a 40-year high have led many to add financial guidance to their list of goals in the new year. To help you get...
by delgate subadmin | Dec 22, 2022 | Both, Uncategorized
Click here to download the PDF. It’s that wonderful time of year again! With the season of giving in full swing, we believe there is no better time to share our team’s favorite things to keep in mind for friends, family and even yourself. From travel items to local...
by delgate subadmin | Feb 22, 2022 | Uncategorized
Click here for important information about this video. Delegate Advisors, a leading independent wealth management and family office services firm, is pleased to announce that Benjamin Thompson has joined the firm and will serve as president and chief...
by delgate subadmin | Dec 22, 2021 | Uncategorized
Delegate’s purpose is not only to improve the lives of our clients but also improve the world in which we live. This focus is found throughout our company culture, and to formalize this commitment, we launched Mission Delegate in the fall of 2020. Mission Delegate...
by delgate subadmin | Dec 2, 2021 | Commentaries, Things You Should Know, Uncategorized
If you’ve ever been in the military, you know how much they love acronyms. Don’t get me started on the strange names they’ve given to equipment. There are almost 100 acronyms for aviation units! (Look it up in Wikipedia!) What’s a “Blooper?” No, it’s not a mistake;...
by delgate subadmin | Dec 2, 2021 | Commentaries, Things You Should Know, Uncategorized
One of the things that makes Delegate such a special place to work is how much the employees care about each other. We are not just co-workers who see each other inside the office (or virtual office – thanks COVID). We are involved with each other on a holistic level,...
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