Archive for 08/23/2018

162-Acting as a Guide Through the Financial Plan Process

Today we are talking about being a guide in the investment world. History doesn’t always repeat, however, it often it rhymes.  With 30 years experience, you see some cycles.   How does this all fit?  What opportunities are out there?  What are your strengths? We discuss what a “diversified alternative” fund is.  “It doesn’t look…

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