Budgeting Recruitment Strategic Planning 
The Big Picture
FEBRUARY 21, 2023
And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. You’d hope for information ratio, but you have a bigger risk budget or standard deviation. And so as we look at it, we look towards strategies, well, maybe it’s the same, a little bit higher.
The Big Picture
MAY 7, 2024
And she did a plan for me personally and answered the questions, can I retire? Like literally went through my budget, my spending, my potential spending and my investments. If it’s more complex, we offer a strategic plan or a full comprehensive plan where we’ll help rebalance and, and do your portfolio for $7,500.
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