Sam Waltman, CFA, CFP® recently shared insights on financial planning for couples who disagree. Sam highlights that these couples generally understand the importance of compromise & working together on achieving goals.
Read the Financial Advisor Magazine article here: https://bit.ly/3ZhIp9o
Contact Sam to learn about our financial planning services.
This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this article is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.
Past performance is no guarantee of future results.