Tag: Trusted Financial Advisor
An 8-year scam was brought down recently in New York state due to alert investors. The thief tricked day traders and financial advisers into liquidating securities, wiring cash from brokerages, and establishing new fraudulent accounts under the victim’s names.
Take a moment of reflection. What did last year look like? What would you like to see be different — How would you like to grow?
Visualize what you want the coming year to look like. You may even want to create a dream board. What is the pattern of words that are emerging?