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Wealth Management | Insights
Michael Finke, PhD, CFP®, professor of wealth management and director for the Granum Center for Financial Security, interviews Nobel Laureate in Economic Sciences and Professor of Finance Emeritus at Stanford University William Sharpe, PhD about the importance of talking about uncertainty with clients when it comes to investing, even if you have to employ different methods.
March 17, 2020
March 17, 2020
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Retirement Planning | Insights
An Asset Allocation Strategy Your Clients Will Actually Understand
March 17, 2020