- Tony B. Davidow, CIMA
Why should we be paying attention?
- Anthony B. Davidow, CIMA
0 Comments Click here to read/write comments
Previously posted on: December 13, 2019
0 Comments Click here to read/write comments
Topics: investments, economy
Tax law has always impacted financial planning, and that’s especially true in the last couple of years since the passage of recent tax law reform. For financial advisors and wealth managers, it’s especially important to stay on top of the situation.
0 Comments Click here to read/write comments
Topics: investments, wealth, retirement
Increasingly, we hear about behavioral economics — the way humans make financial decisions based on their biases. Today’s advisor needs to be well-versed in ways biases can impact their clients and create portfolios that fall in line with what is known about behavioral economics.
0 Comments Click here to read/write comments
