by Thad Gilliam | Aug 30, 2022 | 30s, 40s, 50s, 60s, 70s, Risk Management
I was in a meeting last week with a group of other local financial advisors. One of the advisors shared a story about a prospect (from long ago) that was a Yahoo executive. At the time, Yahoo stock was soaring. The advisor begged the prospect to diversify and engage...
