If economists were so terribly wrong in predicting the worst recession since the Great Depression, why should you pay attention to musings about what’s likely in store for investors next year or at any time in the future?
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Advisor Perspectives Articles
Most advisors consider attorneys and CPAs as primary COIs, and with good reason. The more affluent the client, the more likely they are to rely on attorneys and accountants as a source of referrals. But there’s a referral source they’re missing.