Why did you become an independent advisor? There are likely several reasons, including a deep desire to help people fulfill their dreams of building a secure and prosperous financial future. The notion of service and personal commitment runs deep in your veins. You get to know your clients like...
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By Colin Falls, President, GeoWealth as published in WealthManagement.com’s 2020 Midyear Outlook
I write this on June 9, as our country is just beginning to reopen and the National Bureau of Economic Research officially stated that we have entered a recession. The pandemic has been an upending time...