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Moving Markets

Moving Markets is your solution for keeping up with the ever-changing financial markets. Navigating the economic landscape by interpreting news and market trends can be daunting. JR Gondeck, Partner and Managing Director of The Lerner Group at Hightower Advisors, will be tackling these issues and many more. Their team was founded by academic Eugene Lerner who brought decades of knowledge to their practice. Built on an educational foundation, the teams core value is the continued education of their clients.

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Becoming CMO

Becoming CMO, what does this mean? There are many different answers to that question. As women, we wear many hats: Chief Money Officer, Chief Mom Officer and Chief Matriarch Officer. Managing your wealth, family life and a work life balance can be a delicate juggling act. Becoming CMO will be your guide to helping manage it all. Vanessa Martinez is Partner and Managing Director with The Lerner Group at Hightower Advisors. Her goal is to share her wisdom on how to achieve your personal and financial dreams. Investing can be a daunting task and navigating the economic landscape is a difficult path to follow. Vanessa will be your guide on this journey to success.

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Retirement Perspective

The Retirement Perspective offers strategic financial ideas and solutions on retirement planning topics that will resonate with individuals approaching or in retirement. Subjects covered offer readers valid, applicable action steps that can help with planning for the next chapter of life, retirement. The goal of The Retirement Perspective is to bring to light the need to change and make informed decisions – that maybe you didn’t have to think about before.

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Money Mentor YP

Hello and welcome to MoneyMentor YP, a financial blog for young professionals. My goal is to provide practical, actionable financial advice that you can apply to your own life. This source will share various viewpoints and personal experiences to help make sense out of the financial road we all have ahead of us. Each piece will tackle current events and topics that young professionals encounter throughout their careers.

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Blueprint for Growth


Blueprint 4 Growth features “timely & timeless” ideas and best practices of high-performance growth firms focused on building the “practice of the future.” 

One of the central organizing principles is to ensure “Best Fit” when considering growth through creating strategic alliances or mergers/acquisitions. In today’s over-heated merger and acquisition marketplace few buyers and sellers look beyond the numbers to ensure the right foundational principles are put in place.

By focusing first on the key drivers of “Best Fit” such as culture, talent development and scale; the growth horizon of the practice benefits dramatically.

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