Lessons from the Last 12 Months

Thursday, October 1st, 2009  |  Investment Planning

Just one year ago, Lehman Brothers fell, and the financial markets went along with it.  What lessons can you learn from this crisis?  Chris Tan, CEO, shares this, firstly, “Good old-fashioned and boring financial planning, assessing the client’s required rate of return and managing their monies to meet this ROR should be our priority.”  Secondly, “Beware of opportunists and ignore noise.”  Read on to find out more.