How to Build Client Portfolios in a Time of Uncertainty
One by one over the years you met new clients, shook their hands, and they entrusted your firm with their investments. Slowly, word got around and your portfolio grew. In January of 2020, before the world was upended by the COVID-19 pandemic, years of progress and growth seemed like the norm.
All was well.
Building a Reliable Retirement Income Stream
What will life be like in the days, months, and years after you retire? A lot of that depends on the income that you have after you stop working. That’s right, there’s more than one income stream that all near and far future retirees should cultivate, starting now.