I have discussed in past posts the difference between how the wealthy approach the need for financial advice and how the rest of us do so. There is a great deal of speculation about why the wealthy invest with help…
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Trick or Treat: Investing with Help
Skin in the Game: Is Investing in Clients Worth the Risk?
A recent article in the New York Times focused on a start up mutual fund crossed my desk recently. The article, written by Stuart Elliott, dealt with the advertising agency Kirshenbaum Bond Senecal & Partners in New York, part of…
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