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Random musings from the mind of a CFP

Man vs. Machine: Round 2 Thumbnail

Man vs. Machine: Round 2

In January, I brought on a new client who fits the target market of all the Robo-advisors popping up across the country. Read part one here to see how and why he came to us in the first place and the results of Round 1 here. Our combatants have gone...

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