Commentaries
Clarity can often prove to be a delicate middle ground between oversimplification and overcomplication. One of the core skills I’ve been learning as I hone my craft in the early stages of my investment career involves simplifying the complex, distilling years of education and experience into clear and concise messages and actions.
When Stephen first entered this business nearly forty years ago, things were different. Clients came to deal in straightforward investments: stocks and bonds. There were no mutual funds or financial products. “Financial planning” as we know it today, was not born yet – this was pure securities trading, or the buying and selling of stocks and bonds.
In early 2025, I made the decision to change the name of our operating business from Stephen Bishop and Associates Wealth Management Services, which we have used as our branding since I joined the Raymond James family of companies in 2006, to Biscop Cross Border Investment Services to better reflect the unique specialized investment services we offer.
