October 3, 2017
We’re living longer. Medicine and health treatments are getting more expensive. Meanwhile market forces, spending rates and our psychological propensities can derail even the best-laid plans. What do you see as the greatest challenges to wealth preservation for your clients?
|They could outlive their money.|
|Lack of investment diversification.|
|Bad luck. A family emergency can sink the ship.|
3EDGE Asset Management
|The Client - Finding and winning new clients||The Client - Client retention|
|The Client - ERISA plans/institutional management||The Client - Behavioral finance|