“We need to remind clients that at some point, the markets will pull back (example 2022) and that we need to articulate how the overspending today could negatively impact their long-term objectives and needs,’’ - Mike Leverty
“We need to remind clients that at some point, the markets will pull back (example 2022) and that we need to articulate how the overspending today could negatively impact their long-term objectives and needs,’’ - Mike Leverty