Financial Guidance That Brings Clarity

Can You Trust the “Experts?”
March 20, 2023

Thomas Talbott considers the reliability of an expert opinion by comparing expert predictions to collective intelligence throughout history, then shares four action steps you can use when evaluating financial and investing advice.

Mentee or Mentoring?
February 16, 2023

Reflecting on meaningful client relationships, Lee Shertzer discusses the significant role that mentorship plays in our lives

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