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Everyone agrees investors should own a broad set of asset classes and periodically rebalance the mix. That’s a strong foundation for risk management. But can you do more? Should you do more?
Whether you're commission- or fee-based, your cultural background affects how you observe the world, develop an orientation to your observations, and make investment decisions. Think about this: are your decisions affected by the way you're compensated?
When it comes to preparing for disasters, humanity does a lousy job. In their new book, called The Ostrich Paradox, two Wharton professors explore how we can get better at anticipating and handling risk.
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Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025