Wealth Management | Insights
Michael Finke, PhD, CFP®, professor of wealth management and director for the Granum Center for Financial Security, interviews Nobel Laureate in Economic Sciences and Professor of Finance Emeritus at Stanford University William Sharpe, PhD regarding approaching wealth management not from expected portfolio returns but what the client might be able to spend overtime. Sharpe advocates providing clients with the probability of distributions over probability of returns.
March 17, 2020
March 17, 2020
Retirement Planning | Insights
Removing the Irrevocable Life Insurance Trust as the Default in Estate Planning
February 21, 2020