The Wise Investor Show

This week on the Wise Investor Show, after twenty years of seeing what works and yields better outcomes for clients, here's what works: 1) Collaborative Meetings with multiple professionals at same time 2) Updating your estate plan regularly no matter the estate tax rules 3) Plan conservatively, have cash to help maintain Long Term investment horizon 4) Getting money into tax-free accounts as early as possible To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.