
If your advisor spends their day tracking the markets, analyzing how Pepsi’s new management will affect their stock price, and whether this is the year for emerging markets…they are not a financial planner.
So I just started reading “The Psychology of Money” by Morgan Housel…
Lance Drucker, CLU, ChFC, President and CEO of Drucker Wealth, has been accepted into Forbes Finance Council, an invitation-only community for executives in accounting, financial planning, wealth and asset management, and investment firms.