The Match Makers

The Match Makers

It is surprisingly easy to forget that your clients’ investments exist to fund their lifestyles. Clients pull money from their portfolios to pay for living expenses, contribute to college costs, donate to charities and fund estate plans. They may not know exactly when all these outflows will occur, but they have a sense of the time horizons involved. The real benchmark for them, therefore, is whether their money can support their financial goals. Download Now…