Bruce R. Barton, CFP® CFA May 23, 2022 Financial Planning Market Downturns and Your Financial Plan Bruce R. Barton, CFP® CFA May 23, 2022 Financial Planning While recent drops in the stock market may feel alarming, they may not affect your long-term financial plan as much as you’d expect. Read on to learn more about why.
Bruce R. Barton, CFP® CFA September 1, 2021 Investing, Investment Management Hiring an Investment Manager: What You Need to Know Bruce R. Barton, CFP® CFA September 1, 2021 Investing, Investment Management When you’re interviewing potential investment managers, your first questions should focus on getting to know whom you’re speaking with.