Markets give us plenty to talk about right now with oil prices, the Fed, Treasury yields, and portfolio performance. All of those are important, but they aren't always the conversations that have the most to do with the life you're planning for.
In her latest CIO Perspective, our Chief Investment Officer, Chelsea Ganey, looks at a different set of questions:
What does this money need to do for your family?
What do you want to pass on beyond money?
What would make you feel like your wealth had truly done its job?
These conversations are easy to put off when there's always something happening in the markets. But having a clear understanding of your family's priorities can help you stick with a good plan when markets are unsettled.
Read the full commentary here.
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