Topics also discussed include the recent Apple event, potential impacts of revised bank capital requirements, and insights into financial sector strategies
My market script for the next few months: Stocks trade sideways to down heading into November, then rip higher once the election is done and dusted #market
How much they have paid over the last 10 years in fees and more importantly, what they have for those fees such as a comprehensive wealth management plan.
No free lunches, but there are tax implications and those tax issues underscore why clients that are considering downsizing should include their advisors
