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Archive for Tag: robo-advisor

Caution: Robo-Advisor Ahead

Considering how much risk (a lot) is required for a given return (a little), there may be better investment opportunities available. This is especially important for clients in retirement – where risk management is paramount to investment return.

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“A groundbreaking book” Chicago Tribune

Insider share secrets about a shifting financial landscape where new trusted mentors can
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10,000 people will turn age 65 every day over the next decade! Are you one of them? This book was written for you! You can have an extraordinary retirement without financial worry!

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