Connie Brezik, Wealth Advisor, 9/3/2019
Wealth Advisor Connie Brezik offers some tools for
finding your voice and overcoming the fear of offending a
loved one when aging or diminished capacity make a
difficult financial conversation necessary.
This commentary originally appeared February 9 on
Doug Buchan, Wealth Advisor, 9/16/2019
Any duffer on the course can hit a hole-in-one with
enough swings and enough luck. But, writes Wealth
Advisor Doug Buchan, being a scratch golfer – just like
being scratch investor – requires patience in the winning
strategy and the discipline to play your game.
This commentary originally appeared on thebamalliance.com on September 16, 2019.
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