In this episode, we discuss how gaining access to investing in the stock market has changed over the years and how this access historically decided who could and could not invest. Today the quest for knowledge on investing has given rise to platforms where people can invest without an advisor. However, expertise and research are still vital to make healthy financial investments.
We cover lots of different topics regarding investing in the stock market and how relationships with money may dictate the decision on where and how to do so. Having an advisor to work with client’s relationships is beneficial for aligning a client’s needs with healthy financial planning.
June 2021
The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult an appropriate qualified professional prior to making a decision.
