by Santi | Jul 2, 2021 | Articles, Investing
All the notes were taken directly from “Unshakeable: Your Financial Freedom Playbook by Peter Mallouk and Tony Robbins” – – – Core 4 Principles Long Term Investor without fearing bear trends. Active Managed account overcharge for under...
by Santi | Jul 2, 2021 | Book Notes, Investing
All the notes were taken directly from the source mentioned! – – – High Fiduciary Guidelines Previous Credentials (Not title based): Size of the money and clients Team: CFP (Certificado Financial Plave), State planners attorneys, CPA: Tax Advise...