Author: Kimberly A. Branch, CFP®

Counseling Clients with Sudden Wealth

Sudden wealth has many sources: lottery winnings, pro sports, an inheritance, a legal judgment or a business liquidity event. Investment professionals can play an important role in helping individuals survive emotions and mistakes often associated with a sudden financial windfall.

 

Read More

Subscribe

    Subscribe to receive a monthly recap of our three most popular posts.

    Recent Videos

    Loading...

    AP Awards 2021