Oh, Behave!

By |2021-04-30T14:33:43+00:00April 30th, 2021|Categories: General Planning, Personal CFO, Single Point of View|Tags: |

Ok, I “borrowed” that headline from a recent CityWire piece I was featured in on financial planners incorporating behavioral finance into their client relationships.  Since in an article your comments are limited to quick quotes, I thought I would expand a bit on our beliefs at SPP on the topic. I think a lot of [...]