Future Returns: Invest for Goals Instead of Returns
What questions should you be asking to develop a goals driven investment strategy? Katie Nixon shares her insight with readers about where their focus should be.
Katie Nixon, CFA, CIMA, CPWA
Chief Investment Officer, Wealth Management
January 30, 2019
Trends and developments likely to impact wealth-planning this year.
August 28, 2019
Steps to take at each stage of the journey.
September 25, 2019
Optimizing equity-based compensation starts with understanding the scope of its intricacies.