Sequence of Returns for Retirees – with Frederick Pratt Sr and Fred Pratt Jr SimplyAdvised

Dedicated to providing investment solutions and strategic wealth planning that is right for you!   In this episode of the SimplyAdvised podcast, we speak with Wealth Harvest Group’s Fredrick Pratt Sr, MFA, RWM and Frederick Jr, CFP®, CLU about the importance of understanding your clients, their collective philosophy, and the concept of sequence of returns with … Continue reading Sequence of Returns for Retirees – with Frederick Pratt Sr and Fred Pratt Jr →