A retired doctor and his wife had already downsized from the family home to a condo in the city before I met them. Now they came to me with another consideration. Their children now have had kids of their own, and the couple wondered if they could purchase something in the suburbs again to be near the grandkids without wrecking their financial plan.
Avoid Whiplash! Sharp Rally Highlights Importance of Balanced Positioning
As management theorist and author Peter Drucker said, “The greatest danger in times of turbulence is not the...
