Below is an excerpt from the latest Measuring Success Newsletter.
“Recently, you might’ve seen the 30th anniversary of Black Monday pass by. It is impossible for me to express the profound impact this event had on me as a professional, business owner, and financial advisor. So it is with due respect that I mark the significance of this anniversary. You’ll probably agree that we tend to learn the most from painful experiences.
Look who recently made the front page of the Starkville Daily News!
(For more information on this award, click here.)
Lauren Black, CERTIFIED FINANCIAL PLANNER™ at Phillips Financial and financial advisor with Raymond James Financial Services, was recently named to the inaugural Forbes list of “America’s Top Next-Generation Wealth Advisors.” The list, which recognizes advisors from national, regional and independent firms, was released online July 25, 2017.
“It’s a tremendous honor to be recognized as one of the top next-generation wealth advisors,” Black said. “I’m excited to be in the company of such an elite group.”
In many cases, the answer is yes, says S. Katherine Roy, chief retirement strategist and head of individual retirement for J.P. Morgan Asset Management.