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Decrypting the Investment Industry Puzzle

Decrypting the Investment Industry Puzzle By Scott McClatchey, CFP® Confused by all the industry jargon many financial professionals like to use?  You’re not alone.  Equity, fiduciary, wirehouse, robo-advisors, fixed income, and ETF’s are but a few words which may be confusing if you’re not familiar with this industry.  In this article, I’ll hopefully give you [...]

By |2021-07-02T14:19:00-08:00June 11th, 2021|Blog, Financial Planning, Investing, Uncategorized|0 Comments