The Wise Investor Show

On this week’s show, the Wise Investor Group reminisce about their 20 years in the business and talk about the evolution of financial planning. The group also discuss common financial planning issues at different stages of life: Age of Majority, early 20's, Married with Children (late 20's and 30's), 40's and 50's, the 60's and then 70s and beyond. To reach Ann Summerson or Matt Anderson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.