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“Stress tests that illustrate spending and adjustments are invaluable for improving advice, client experiences, and client confidence.” – Justin Fitzpatrick, PhD, CFA, CFP® and CIO of Income Lab.
June 5, 2023
“Stress tests that illustrate spending and adjustments are invaluable for improving advice, client experiences, and client confidence.” – Justin Fitzpatrick, PhD, CFA, CFP® and CIO of Income Lab.